Tuesday, April 17, 2012

Dashboard Reporting Control for Microsoft Dynamics CRM 2011

Dashboard reporting control is available in Dynamics Marketplace and is distributed for no charge by Microsoft. Using this managed solution, reports can easily be added to the dashboard. The only piece of information you need is the report id, which tells the dashboard which report to display. Very nice!

Here is the link for the Dashboard Reporting Control in Microsoft Dynamics Marketplace.

Wednesday, April 11, 2012

Adding Navigation Link in crm 2011 form - An update if doing in xml

In crm 4.0, the only way to add a navigation link was to edit the xml to add a <NavBarItem> node. In CRM 2011, in addition to messing with the xml, the form ui can be used to modify the navigation pane. But if you want to enable the PassParams option, you will still need to export the solution, manually edit the customizations.xml file, zip it up and reimport.

When I first started adding navigation links in xml, the following snippet for <NavBarItem> which I used in CRM 4.0, would work in crm 2011 too. It goes under Entity / FormXml/ Navigation/ NavBar.