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Microsoft Dynamics CRM 2011 Application Design by Mahender Pal

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Creating the Issue Manager dashboard

We have created the issue assignment workflow that will assign the issue to the team member who has the fewest issues assigned. So let's design our Issue Manager dashboard so issue management can be tracked easily. Perform the following steps to create our Issue Manager dashboard:

  1. Open the IssueManager solution and navigate to Components | Entities | Issue.
  2. Select View and click on New.
  3. Enter the following information in the View properties:
    • Name: My Issues
    • Description: List of the issue assigned to me
  4. Click on Add Columns and add the columns that we added while creating the Open Issue view.
  5. Click on Edit Filter Criteria, as shown in the following screenshot, and click on OK:
  6. Click on Save and Close.

We have created ...

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