Dashboards in Microsoft Dynamics CRM or Microsoft Dynamics D365 are a fantastic way to provide an overview of key data to users in the organization. Most likely if you are using Dynamics CRM you’ve created your own dashboard, or a system administrator has created helpful dashboard layouts to share with relevant teams. What about showing data specific to an Account record? Let’s look at how to create account specific dashboards using Dynamics CRM subgrids.
So, let’s rephrase, these aren’t going to be the dashboards in the usual sense, rather we can create a dashboard feel on an Account form. You can either do this on the existing form layout or create a new one just for the new ‘dashboard’. First thing, including the new tab (we’ll use a three column tab in this example). Then on one of the sections, insert the Sub-Grid.
When including a sub-grid we would typically be displaying a list of related records. We’ll pick the related records, and find the Cases entity where the Account is a Customer. The default sees will be All cases in this example. If you scroll down, you will see the Chart Options section. We can pick the chart to show, and then choose the ‘Show Chart Only’ box, and make sure the ‘Display Chart Section’ is deselected. Leaving that chosen will allow the user to change the chart from the list. While this could be a powerful option, not all charts will work with the default view selected in the Data Source on the sub-grid.
Clicking to the formatting tab, increase the number of the rows. You may need to play around with this, but you will find that the chart won’t show if the number of rows is to low. 20 provides a nice visual of some of the charts, but you may need to increase it further if you use the sales pipeline funnel for example. Add a label to the subgrid component and make sure you tick the box to display it.
Now save and publish the form. Here we can view the useful visual showing all cases for the Account sorted by Status.
Include in additional graphs you feel would be useful to the end user, and save and publish again. One drawback to this is the graphs cannot be drilled into as they can from a dashboard. This means you can’t get to a record that makes up the graph. However, you could always show additional subgrids displaying a view underneath the chart should you wish.