Sample dashboards

  • Article

 

Applies To: Dynamics CRM 2015

This topic contains sample dashboards along with the respective FormXML strings. You can specify the FormXML string for a dashboard using the SystemForm.FormXml attribute for an organization-owned dashboard or UserForm.FormXml for a user-owned dashboard.

Dashboard with charts and grids

The following is a sample dashboard that has four components: three charts and a grid. This is one of the default organization-owned dashboards, Microsoft Dynamics CRM Overview, available in Microsoft Dynamics CRM.

Sample dashboard: Microsoft Dynamics CRM Overview

FormXML

The following sample shows the FormXML for this dashboard.

<form>
 <tabs>
  <tab showlabel="true"
       verticallayout="true"
       id="{4e5d00ec-6b2a-447a-afdf-235e6c5d4599}"
       name="{4e5d00ec-6b2a-447a-afdf-235e6c5d4599}"
       locklevel="0"
       expanded="true">
   <columns>
    <column width="100%">
     <sections>
      <section showlabel="false"
               showbar="false"
               columns="111"
               id="{7f7bbdb7-15d6-4664-bda7-6060d0cd3105}"
               name="{7f7bbdb7-15d6-4664-bda7-6060d0cd3105}">
       <rows>
        <row>
         <cell colspan="1"
               rowspan="12"
               showlabel="false"
               id="{cfa8b70b-b0f0-4b91-9cf3-c4e29925186f}"
               auto="false">
          <control id="Chart1"
                   classid="{E7A81278-8635-4d9e-8D4D-59480B391C5B}">
           <parameters>
            <TargetEntityType>opportunity</TargetEntityType>
            <ChartGridMode>Chart</ChartGridMode>
            <EnableQuickFind>true</EnableQuickFind>
            <EnableViewPicker>false</EnableViewPicker>
            <EnableJumpBar>true</EnableJumpBar>
            <RecordsPerPage>12</RecordsPerPage>
            <ViewId>{00000000-0000-0000-00AA-000010003001}</ViewId>
            <IsUserView>false</IsUserView>
            <ViewIds></ViewIds>
            <AutoExpand>Fixed</AutoExpand>
            <VisualizationId>{87293554-2482-DE11-9FF3-00155DA3B012}</VisualizationId>
            <IsUserChart>false</IsUserChart>
            <EnableChartPicker>false</EnableChartPicker>
            <RelationshipName></RelationshipName>
           </parameters>
          </control>
         </cell>
         <cell colspan="1"
               rowspan="12"
               showlabel="false"
               id="{5fc07b79-9f15-4396-9a66-c8ca4a13cac3}"
               auto="false">
          <control id="Chart2"
                   classid="{E7A81278-8635-4d9e-8D4D-59480B391C5B}">
           <parameters>
            <TargetEntityType>lead</TargetEntityType>
            <ChartGridMode>Chart</ChartGridMode>
            <EnableQuickFind>true</EnableQuickFind>
            <EnableViewPicker>false</EnableViewPicker>
            <EnableJumpBar>true</EnableJumpBar>
            <RecordsPerPage>12</RecordsPerPage>
            <ViewId>{5A926B99-3A5F-DF11-AE90-00155D2E3002}</ViewId>
            <IsUserView>false</IsUserView>
            <ViewIds></ViewIds>
            <AutoExpand>Fixed</AutoExpand>
            <VisualizationId>{3ED18B7C-5693-DE11-97D4-00155DA3B01E}</VisualizationId>
            <IsUserChart>false</IsUserChart>
            <EnableChartPicker>false</EnableChartPicker>
            <RelationshipName></RelationshipName>
           </parameters>
          </control>
         </cell>
         <cell colspan="1"
               rowspan="12"
               showlabel="false"
               id="{378521f2-889b-4e56-ae46-0b69e87dd0b8}"
               auto="false">
          <control id="Chart3"
                   classid="{E7A81278-8635-4d9e-8D4D-59480B391C5B}">
           <parameters>
            <TargetEntityType>incident</TargetEntityType>
            <ChartGridMode>Chart</ChartGridMode>
            <EnableQuickFind>true</EnableQuickFind>
            <EnableViewPicker>false</EnableViewPicker>
            <EnableJumpBar>true</EnableJumpBar>
            <RecordsPerPage>12</RecordsPerPage>
            <ViewId>{00000000-0000-0000-00AA-000010001032}</ViewId>
            <IsUserView>false</IsUserView>
            <ViewIds></ViewIds>
            <AutoExpand>Fixed</AutoExpand>
            <VisualizationId>{DF31B045-1D63-DF11-AE90-00155D2E3002}</VisualizationId>
            <IsUserChart>false</IsUserChart>
            <EnableChartPicker>false</EnableChartPicker>
            <RelationshipName></RelationshipName>
           </parameters>
          </control>
         </cell>
        </row>
        <row></row>
        <row></row>
        <row></row>
        <row></row>
        <row></row>
        <row></row>
        <row></row>
        <row></row>
        <row></row>
        <row></row>
        <row></row>
       </rows>
      </section>
     </sections>
    </column>
   </columns>
  </tab>
  <tab showlabel="true"
       verticallayout="true"
       id="{3fb82356-c884-44b6-b11e-d3292776dfb8}"
       name="{3fb82356-c884-44b6-b11e-d3292776dfb8}"
       locklevel="0"
       expanded="true">
   <columns>
    <column width="100%">
     <sections>
      <section showlabel="false"
               showbar="false"
               columns="111"
               id="{02aab82b-167e-4f61-8d10-9b5a3fab3d76}"
               name="{02aab82b-167e-4f61-8d10-9b5a3fab3d76}">
       <rows>
        <row>
         <cell colspan="3"
               rowspan="12"
               showlabel="false"
               id="{f0114d8b-f5c9-41b2-9b59-07ff839ef176}"
               auto="false">
          <control id="Grid1"
                   classid="{E7A81278-8635-4d9e-8D4D-59480B391C5B}">
           <parameters>
            <TargetEntityType>activitypointer</TargetEntityType>
            <ChartGridMode>All</ChartGridMode>
            <EnableQuickFind>false</EnableQuickFind>
            <EnableViewPicker>true</EnableViewPicker>
            <EnableJumpBar>true</EnableJumpBar>
            <RecordsPerPage>8</RecordsPerPage>
            <ViewId>{00000000-0000-0000-00AA-000010001899}</ViewId>
            <IsUserView>false</IsUserView>
            <ViewIds></ViewIds>
            <AutoExpand>Fixed</AutoExpand>
            <VisualizationId>{EDF35649-5293-DE11-97D4-00155DA3B01E}</VisualizationId>
            <IsUserChart>false</IsUserChart>
            <EnableChartPicker>false</EnableChartPicker>
            <RelationshipName></RelationshipName>
           </parameters>
          </control>
         </cell>
        </row>
        <row></row>
        <row></row>
        <row></row>
        <row></row>
        <row></row>
        <row></row>
        <row></row>
        <row></row>
        <row></row>
        <row></row>
        <row></row>
       </rows>
      </section>
     </sections>
    </column>
   </columns>
  </tab>
 </tabs>
</form>

See Also

Analyze data with dashboards
Dashboard entities

© 2016 Microsoft. All rights reserved. Copyright