Copying an existing dashboard
When designing and building dashboards, you can use an existing dashboard as the starting template for a new dashboard. Using the Save As method, the user can copy an existing dashboard and rename it as something new.
Getting ready
Navigate to the Dashboards section in the Dynamics CRM 2011 Workplace area.
How to do it...
Carry out the following steps in order to complete this recipe:
- Select the Dashboards link from the Workplace area.
- Select the same personal dashboard we created in the earlier recipe (Creating a user dashboard) of Chapter 3, Creating a Dashboard.
- From the Dashboards menu in the Dynamics CRM 2011 ribbon, click on the Save As button, as highlighted in the following screenshot:
- A Dashboard Properties window ...
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