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Dashboard Capabilities?

Mar 23, 2016 at 3:56 PM
Anyway to be able to add this to a dashboard so that they can see data and be able to edit it there?
Coordinator
Mar 25, 2016 at 2:30 PM
Edited Mar 25, 2016 at 2:38 PM
Thank you. Please download and re import the latest solution 1.0.3.5

Create a new or use an existing "D CRM EG Configuration"
  • The "Display grid on entity" value can be any entity without relationship to the "Selected entities to display data from" list
  • Copy the value from the "Guid" textbox. Example, {209D59DA-D7F1-E511-80DC-08002738AA19}
Dashboard:
  • Open the solution (or the Default solution) where the target dashboard is located.
  • Under Components -> Dashboards, open the target dashboard for editing
  • Add a web resource to the dashboard. Depending on the number of fields/records that you intend to display, you may need to increase width/height of the web resource (component)
Under Web Resource properties:
  • Select "dcrmeg_dcrmeghtml" for web resource
  • In the Web resource Properties -> Custom Parameters(data), enter the guid copied from the "D CRM EG Configuration"
  • Save, close, publish, and navigate to the dashboard. You should see the grid.