Building a CRM Organization Overview dashboard

Throughout this chapter, we have been working towards creating a new dashboard layout that supports three tab areas with a total of six dashboard components. In this recipe, we will configure an organization overview dashboard that shows three tabs of information.

Getting ready

Use the CRM Organization Overview Dashboard solution package created earlier in this chapter by navigating to the Dashboards list.

How to do it...

Carry out the following steps in order to complete this recipe:

  1. Open the CRM Organization Overview Dashboard from the solution package. This will launch the Dynamics CRM Dashboard Editor screen. The dashboard will have three main tabs with one section in each tab.
  2. Select the first tab ...

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