Multi-Cloud Service Orchestration & Delivery Platform

CRM Reports and Dashboard


Use CRM Report For Dashboard:

You need to change the sitemap to show the Dashboard:

  • Export and Edit The Site Map

Navigate to Settings>>Customization>>Export customization

Change Default view to Client Extensions View and select Site Map and click on export selected customization

Edit the Site Map

Add Sub area and set the appropriate Url, like following…….

<SubArea Id=”nav_dashboard” Title=”Dashboard” Url=”/../ISV/service/dashboard.aspx” PassParams=”1″/>

After Importing the Site Map Dashboard icon will be Visible.

Create a simple page (.aspx) with following code

<body bgcolor=”#E3EFFF” leftmargin=”0″ topmargin=”0″>
<table border =”1″height=”100%” width=”100%”>
<tr height=”100%”>
<iframe height=”100%” width=”100%” src=http://localhost/ReportServer/Pages/ReportViewer.aspx?%2fMachsol_MSCRM%2f4.0%2f%7b7bea487c-7302-df11-ae44-00155d3c0b2b%7d&rs%3aCommand=Render”/>

You just need to change the URL of Report & Report server in above code according to your deployment.

Click on dashboard and Enjoy!

Multi-Cloud Service Orchestration & Delivery Platform

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MachSol is Microsoft Certified Partner and Microsoft Validated Vendor having years of experience in cloud automation industry.