News.mscrm-addons.com BlogHello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogHow to install Dashboard for MS CRM 4 on MS Dynamics CRM 2011https://www.mscrm-addons.com/Blog/PostId/9521/how-to-install-dashboard-for-ms-crm-4-on-microsoft-dynamics-crm-2011Dashboard (DB),DB 4.0Thu, 21 Apr 2011 14:10:00 GMT<p>Until now we have no installation routine for our Dashboards for MS CRM 2011. This is why this blog entry describes how to upgrade/install the Dashboards in a MS CRM 2011 environment manually.</p> <p><span style="color: #ff0000;">Please note: This installation will only work in an on-premise installation and will <strong>not</strong> work in <strong>IFD</strong> and <strong>Claims-Based-Authentication-Mode</strong>.</span></p> <h1>Copy the Dashboard application files manually</h1> <p>Please download all the necessary application files from this <a href="http://www.mscrm-addons.com/Downloads/DownloadDashboardforMSCRM2011/tabid/194/Default.aspx">link</a>. <br /> Generate the following path on your machine: <br /> <br /> <em>C:\Program Files (x86)\PTM EDV-Systeme GmbH\DashBoard for MS CRM 4.0\Dashboard<br /> </em><em><br /> and copy all files into this directory.</em></p> <h1>Prepare the registry settings</h1> <p><em>Please download the necessary registry files from this <a href="http://www.mscrm-addons.com/Downloads/DownloadDashboardforMSCRM2011/tabid/194/Default.aspx">link</a>. <br /> Please open the dashboardprofile.reg file with notepad and change the server name and organisation name so that it matches your CRM Server and Organisation.<br /> &nbsp;</em></p> <h1>Prepare the Website</h1> <p>1) Open inetmgr.exe and right click on Sites and&nbsp; click on <em>Add Web Site..</em>&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_93.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_93.png"></a><a title="Internet Information Services window" href="http://mscrm-addons.com/images/blog/files/image_93.png"><img class="img-responsive" style="padding-left: 0px; padding-right: 0px; float: left; padding-top: 0px; border-width: 0px; background-image: none; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_93.png" alt="image" width="217" height="244" /></a></div> </p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p><em>&nbsp;</em></p> <p><em>Figure 1: Internet Information Services window</em></p> <p>2) In the <em>Add Web Site</em>- window you have to set following values:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_94.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_94.png"></a><a title="Add Web Site-window" href="http://mscrm-addons.com/images/blog/files/image_94.png"><img class="img-responsive" style="padding-left: 0px; padding-right: 0px; float: left; padding-top: 0px; background-image: none; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_94.png" alt="image" width="348" height="341" /></a></div> </p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p><em>&nbsp;</em></p> <p><em>Figure 2: Add Web Site-window</em></p> <p>Site name:&nbsp;</p> <p><strong>Dashboard</strong></p> <p>Physical path: <br /> <span style="font-size: xx-small;"><strong>C:\Program Files (x86)\PTM EDV-Systeme GmbH\Dashboard for MS CRM 4.0\Dashboard</strong></span></p> <p>Dashboardport:<span style="font-size: xx-small;"> <br /> <strong>You can select any free port</strong></span></p> <p>3) Now expand the Dashboard Site and right click the sub-folder <em>Dashboard</em> in the tree. In the content menu click on <em>Convert to Application</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_95.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_95.png"></a><a title="Convert to Application" href="http://mscrm-addons.com/images/blog/files/image_95.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_95.png" alt="image" width="207" height="347" /></a></div> </p> <p><em>Figure 3: Convert to Application</em></p> <p>4) Mark the <em>Dashboard</em>-Site entry again and double click on <em>Authentication</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_96.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_96.png"></a><a title="Internet Information Services Manager - Application" href="http://mscrm-addons.com/images/blog/files/image_96.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_96.png" alt="image" width="307" height="366" /></a></div> <br /> <em>Figure 4: Internet Information Services Manager - Application</em></p> <p>Make sure that <em>Anonymous Authentication</em>&nbsp;and <em>Forms Authentication</em>&nbsp;is disabled. <br /> Make sure that <em>ASP.NET Impersonation</em>&nbsp;and <em>Windows Authentication</em>&nbsp;are enabled.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_97.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_97.png"></a><a title="Internet Information Services Manager - Windows Authentification" href="http://mscrm-addons.com/images/blog/files/image_97.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_97.png" alt="image" width="475" height="218" /></a></div> </p> <p><em>Figure 5: Internet Information Services Manager - Windows Authentification</em></p> <p>Last but not least, you have to check in the IIS, you have to got to the Application Pools and check that the Dashboard Pool is configured as you see it in the following picture.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_98.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_98.png"></a><a title="Internet Information Services Manager - Dashboard" href="http://mscrm-addons.com/images/blog/files/image_98.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_98.png" alt="image" width="476" height="246" /></a></div> </p> <p><em>Figure 6: Internet Information Services Manager - Dashboard</em></p> <h1>Prepare the Firewall settings on your CRM Server</h1> <p>Please execute <em>WF.MSC</em> ( Windows Firewall with Advanced Security ) and add a new <em>Inbound Rule</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_99.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_99.png"></a><a title="Windows Firewall with Advanced Security" href="http://mscrm-addons.com/images/blog/files/image_99.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_99.png" alt="image" width="437" height="377" /></a></div> </p> <p><em>Figure 7: Windows Firewall with Advanced Security</em></p> <p><em><br /> </em></p> <p>You will get a <em>New Inbound Rule Wizard</em>: <br /> <br /> 1) Select <em>Port</em> and click on the <em><strong>[Next]</strong></em>-button&nbsp;<br /> <br /> 2) Enter the Port you have selected for the website. In our case it is 5577&nbsp; and click on the <em><strong>[Next]</strong></em>-button<br /> <br /> 3) Select <em>Allow the Connection</em> and click on the <em><strong>[Next]</strong></em>-button.&nbsp;<br /> <br /> 4) Apply the rule and name it finally.</p> <h1>Prepare your CRM 2011</h1> <p>If you upgraded from CRM 4 and had the Dashboard already installed, then you should have all necessary entities like:</p> <p><em>new_mscrmaddons_settings, new_mscrmaddons_key, new_mscrmaddons_temp, ptm_mscrmaddons_dashboardchart, ptm_mscrmaddons_dashboardcategory, ptm_mscrmaddons_dashboard</em></p> <p>If you do not please import the solution from our download section on <a href="http://www.mscrm-addons.com">www.mscrm-addons.com</a></p> <p>&nbsp;</p> <p>Additionally you have to check that all users have rights to read/write on this entities.</p> <h1>Prepare your SiteMap/Navigationbar</h1> <p>Now you can open the dashboard with the following link <em>http://[servername]:[dashboardport] /dashboard/dashboard.aspx?orgname=[YourOU]&amp;CRMPort=[crmport]</em></p> <p>If you want to add the dashboard to your SiteMap you have to insert the following SubArea in your SiteMap.</p> <p><strong>That's it!</strong> Should you have further questions, please do not hesitate to contact us via <a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com&nbsp;</a></p>9521How to generate custom charts in dashboards (advanced)https://www.mscrm-addons.com/Support/Blog/tabid/165/PostId/9508/how-to-generate-custom-charts-in-dashboard-(advanced).aspxDashboard (DB),DB 4.0Mon, 22 Nov 2010 11:00:00 GMT<p> Content:<br /> <br /> <span style="font-size: small;"><strong>Part One: How to create the chart?&nbsp;</strong></span><br /> <span style="font-size: small;"><strong>Part Two: How to create the drill-down click?</strong></span> </p> <p>&nbsp;</p> <p><span style="font-size: small;"><strong>Part One: How to create the chart?</strong></span></p> <p>&nbsp;</p> <p> <strong> Required Preparation:<br /> <br /> </strong>Create the<em> FetchXML</em>. To create a custom fetch it is advisable to use a fetch generator tool. If you use DocumentsCorePack, such a tool is included. Otherwise you can use the <a href="http://www.stunnware.com/products/tools4/download.htm" target="_blank">Stunnware Tools for MSCRM</a>. </p> <p><em>In our tutorial we use the following Fetch&nbsp;</em><span style="font-size: xx-small;">(keep in mind that you have to add aliases on link-entities):</span></p> <p> <span style="font-size: xx-small;"> <br /> </span> </p> <pre> &lt;fetch mapping="logical" version="1.0"&gt; &nbsp; &lt;entity name="invoicedetail"&gt; &nbsp;&nbsp;&nbsp; &lt;attribute name="extendedamount_base"&gt; &nbsp;&nbsp;&nbsp; &lt;attribute name="baseamount"&gt; &nbsp;&nbsp;&nbsp; &lt;attribute name="extendedamount"&gt; &nbsp;&nbsp;&nbsp; &lt;attribute name="productdescription"&gt; &nbsp;&nbsp;&nbsp; &lt;attribute name="productid"&gt; &nbsp;&nbsp;&nbsp; &lt;attribute name="tax"&gt; &lt;link name="invoice" from="invoiceid" to="invoiceid" alias="invoiceid" /&gt; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;attribute name="customerid"&gt; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;attribute name="invoiceid"&gt; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;attribute name="invoicenumber"&gt; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;attribute name="name"&gt; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;attribute name="new_invoicedate"&gt; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;attribute name="ptm_invoicenumber_short"&gt; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;attribute name="totalamountlessfreight"&gt; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;attribute name="transactioncurrencyid"&gt; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;filter&gt; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;condition attribute="new_invoicedate" operator="between"&gt; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;value&gt;2009-01-01T00:00:00&lt;/value&gt; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;value&gt;2009-12-31T00:00:00&lt;/value&gt; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;/condition&gt; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;filter&gt;[datecondition]&lt;/filter&gt; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;/filter&gt; &nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp; &lt;link name="product" from="productid" to="productid" alias="productid" /&gt; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;attribute name="name"&gt; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;attribute name="subjectid"&gt; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;filter&gt; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;condition attribute="name" operator="like" value="MS CRM%"&gt; &lt;/condition&gt; &lt;/filter&gt; &lt;link name="subject" from="subjectid" to="subjectid" alias="subjectid" /&gt; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;attribute name="title"&gt; [seriescondition] &lt;/attribute&gt; &lt;/attribute&gt; &lt;/attribute&gt; &lt;/attribute&gt; &lt;/attribute&gt; &lt;/attribute&gt; &lt;/attribute&gt; &lt;/attribute&gt; &lt;/attribute&gt; &lt;/attribute&gt; &lt;/attribute&gt; &lt;/attribute&gt; &lt;/attribute&gt; &lt;/attribute&gt; &lt;/attribute&gt; &lt;/attribute&gt; &lt;/attribute&gt; &lt;/entity&gt; &lt;/fetch&gt; </pre> <p>&nbsp;</p> <p> <span style="font-family: Verdana;"> <strong> How to create the chart?<br /> <br /> </strong> </span>1. When you create custom charts you must set the <em>data</em> property on the <em>general</em>-tab to <em>Custom.</em> </p> <p> <a href="http://mscrm-addons.com/images/blog/files/image_58.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_58.png"></a><a title="Dashboard Chart - custom chart" href="http://mscrm-addons.com/images/blog/files/image_58.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_58.png" alt="image" width="514" height="201" /></a></div> </p> <p><em>Figure 1: Dashboard Chart - custom chart</em></p> <p>&nbsp;</p> <p>2. Also, you have to go to the <em>Values-</em>tab and fill the values manually. Have a look at the following descriptions to get more information about the fields.</p> <p><strong>ChartTypeValues: </strong><em>stackedbarseries</em> (in our example)</p> <table style="width: 449px;" border="1" cellspacing="0" cellpadding="0"> <tbody> <tr> <td style="width: 257px;"><strong>Value</strong></td> <td align="center" style="width: 98px;"><strong>Single Series</strong></td> <td align="center" style="width: 92px;"><strong>Multi Series</strong></td> </tr> <tr> <td style="width: 257px;"><span style="font-size: x-small; font-family: 'Courier New';">stackedareaseries</span></td> <td align="center" style="width: 98px;"><span style="font-size: x-small; font-family: 'Courier New';">&nbsp;</span></td> <td align="center" style="width: 92px;"><span style="font-size: x-small; font-family: 'Courier New';">*</span></td> </tr> <tr> <td style="width: 257px;"><span style="font-size: x-small; font-family: 'Courier New';">stacked100areaseries</span></td> <td align="center" style="width: 98px;"><span style="font-size: x-small; font-family: 'Courier New';">&nbsp;</span></td> <td align="center" style="width: 92px;"><span style="font-size: x-small; font-family: 'Courier New';">*</span></td> </tr> <tr> <td style="width: 257px;"><span style="font-size: x-small; font-family: 'Courier New';">stackedbarseries</span></td> <td align="center" style="width: 98px;"><span style="font-size: x-small; font-family: 'Courier New';">&nbsp;</span></td> <td align="center" style="width: 92px;"><span style="font-size: x-small; font-family: 'Courier New';">*</span></td> </tr> <tr> <td style="width: 257px;"><span style="font-size: x-small; font-family: 'Courier New';">stackedbar100series</span></td> <td align="center" style="width: 98px;"><span style="font-size: x-small; font-family: 'Courier New';">&nbsp;</span></td> <td align="center" style="width: 92px;"><span style="font-size: x-small; font-family: 'Courier New';">*</span></td> </tr> <tr> <td style="width: 257px;"><span style="font-size: x-small; font-family: 'Courier New';">stackedsplineseries</span></td> <td align="center" style="width: 98px;"><span style="font-size: x-small; font-family: 'Courier New';">&nbsp;</span></td> <td align="center" style="width: 92px;"><span style="font-size: x-small; font-family: 'Courier New';">*</span></td> </tr> <tr> <td style="width: 257px;"><span style="font-size: x-small; font-family: 'Courier New';">stackedsplineareaseries</span></td> <td align="center" style="width: 98px;"><span style="font-size: x-small; font-family: 'Courier New';">&nbsp;</span></td> <td align="center" style="width: 92px;"><span style="font-size: x-small; font-family: 'Courier New';">*</span></td> </tr> <tr> <td style="width: 257px;"><span style="font-size: x-small; font-family: 'Courier New';">stackedsplinearea100series</span></td> <td align="center" style="width: 98px;"><span style="font-size: x-small; font-family: 'Courier New';">&nbsp;</span></td> <td align="center" style="width: 92px;"><span style="font-size: x-small; font-family: 'Courier New';">*</span></td> </tr> <tr> <td style="width: 257px;"><span style="font-size: x-small; font-family: 'Courier New';">areaseries</span></td> <td align="center" style="width: 98px;"><span style="font-size: x-small; font-family: 'Courier New';">*</span></td> <td align="center" style="width: 92px;"><span style="font-size: x-small; font-family: 'Courier New';">*</span></td> </tr> <tr> <td style="width: 257px;"><span style="font-size: x-small; font-family: 'Courier New';">barseries</span></td> <td align="center" style="width: 98px;"><span style="font-size: x-small; font-family: 'Courier New';">*</span></td> <td align="center" style="width: 92px;"><span style="font-size: x-small; font-family: 'Courier New';">*</span></td> </tr> <tr> <td style="width: 257px;"><span style="font-size: x-small; font-family: 'Courier New';">doughnutseries</span></td> <td align="center" style="width: 98px;"><span style="font-size: x-small; font-family: 'Courier New';">*</span></td> <td align="center" style="width: 92px;"><span style="font-size: x-small; font-family: 'Courier New';">&nbsp;</span></td> </tr> <tr> <td style="width: 257px;"><span style="font-size: x-small; font-family: 'Courier New';">lineseries</span></td> <td align="center" style="width: 98px;"><span style="font-size: x-small; font-family: 'Courier New';">*</span></td> <td align="center" style="width: 92px;"><span style="font-size: x-small; font-family: 'Courier New';">*</span></td> </tr> <tr> <td style="width: 257px;"><span style="font-size: x-small; font-family: 'Courier New';">pieseries</span></td> <td align="center" style="width: 98px;"><span style="font-size: x-small; font-family: 'Courier New';">*</span></td> <td align="center" style="width: 92px;"><span style="font-size: x-small; font-family: 'Courier New';">&nbsp;</span></td> </tr> <tr> <td style="width: 257px;"><span style="font-size: x-small; font-family: 'Courier New';">splineseries</span></td> <td align="center" style="width: 98px;"><span style="font-size: x-small; font-family: 'Courier New';">*</span></td> <td align="center" style="width: 92px;"><span style="font-size: x-small; font-family: 'Courier New';">&nbsp;</span></td> </tr> <tr> <td style="width: 257px;"><span style="font-size: x-small; font-family: 'Courier New';">splineareaseries</span></td> <td align="center" style="width: 98px;"><span style="font-size: x-small; font-family: 'Courier New';">*</span></td> <td align="center" style="width: 92px;"><span style="font-size: x-small; font-family: 'Courier New';">&nbsp;</span></td> </tr> <tr> <td style="width: 257px;"><span style="font-size: x-small; font-family: 'Courier New';">splinerangeseries</span></td> <td align="center" style="width: 98px;"><span style="font-size: x-small; font-family: 'Courier New';">*</span></td> <td align="center" style="width: 92px;"><span style="font-size: x-small; font-family: 'Courier New';">&nbsp;</span></td> </tr> <tr> <td style="width: 257px;"><span style="font-size: x-small; font-family: 'Courier New';">stickseries</span></td> <td align="center" style="width: 98px;"><span style="font-size: x-small; font-family: 'Courier New';">*</span></td> <td align="center" style="width: 92px;"><span style="font-size: x-small; font-family: 'Courier New';">&nbsp;</span></td> </tr> <tr> <td style="width: 257px;"><span style="font-size: x-small; font-family: 'Courier New';">candlestick</span></td> <td align="center" style="width: 98px;"><span style="font-size: x-small; font-family: 'Courier New';">*</span></td> <td align="center" style="width: 92px;"><span style="font-size: x-small; font-family: 'Courier New';">&nbsp;</span></td> </tr> <tr> <td style="width: 257px;"><span style="font-size: x-small; font-family: 'Courier New';">bubbleseries</span></td> <td align="center" style="width: 98px;"><span style="font-size: x-small; font-family: 'Courier New';">*</span></td> <td align="center" style="width: 92px;">&nbsp;</td> </tr> </tbody> </table> <p><strong>Chartseries:</strong>&nbsp;<em>2</em> (in our example)</p> <table border="1" cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top" style="width: 182px;"><strong>Value</strong></td> <td valign="top" style="width: 182px;"><strong>Description</strong></td> </tr> <tr> <td valign="top" style="width: 182px;"><span style="font-size: x-small; font-family: Consolas;">1</span></td> <td valign="top" style="width: 182px;"><span style="font-size: x-small; font-family: Consolas;">Single Series Chart</span></td> </tr> <tr> <td valign="top" style="width: 182px;"><span style="font-size: x-small; font-family: Consolas;">2</span></td> <td valign="top" style="width: 182px;"><span style="font-size: x-small; font-family: Consolas;">Multiple Series Chart</span></td> </tr> </tbody> </table> <p><strong>DataValue:</strong> <em>empty</em></p> <p> <strong>EntityValue:</strong> <em>1091</em> (in our example)<br /> This is the CRM Object Type Code of the entity. You can find a list at: <em>http://yourCrm:yourPort/sdk/list.aspx</em> (Example: <em>http://crm:5555/sdk/list.aspx</em>) </p> <p><strong>ViewValue:</strong> <em>empty</em></p> <p> <strong>OperationValue:</strong>&nbsp;<em>sum</em> (in our example) <br /> Define the operation for the <em>ValueValue</em> field. </p> <table border="1" cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top" style="width: 174px;"><strong>Value</strong></td> </tr> <tr> <td valign="top" style="width: 174px;"><span style="font-size: x-small; font-family: Consolas;">sum</span></td> </tr> <tr> <td valign="top" style="width: 174px;"><span style="font-size: x-small; font-family: Consolas;">count</span></td> </tr> <tr> <td valign="top" style="width: 174px;"><span style="font-size: x-small; font-family: Consolas;">average</span></td> </tr> </tbody> </table> <p> <strong>LabelValue:</strong>&nbsp;<em>invoiceid.new_invoicedate</em>&nbsp;(in our case) <br /> Sets the display value for the chart labels. </p> <p><strong>LabelValueType: </strong><em>datetime</em> (in our example)</p> <table border="1" cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top" style="width: 273px;"><strong>Value</strong></td> </tr> <tr> <td valign="top" style="width: 273px;"><span style="font-size: x-small; font-family: Consolas;">string</span></td> </tr> <tr> <td valign="top" style="width: 273px;"><span style="font-size: x-small; font-family: Consolas;">money</span></td> </tr> <tr> <td valign="top" style="width: 273px;"><span style="font-size: x-small; font-family: Consolas;">datetime</span></td> </tr> <tr> <td valign="top" style="width: 273px;"><span style="font-size: x-small; font-family: Consolas;">lookup</span></td> </tr> </tbody> </table> <p>The values (status, state, owner, customer, lookup, picklist) were handled as the same.</p> <p><strong>GroupByValue: </strong><em>month</em> (in our example)</p> <table border="1" cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top" style="width: 173px;"><strong>Value</strong></td> </tr> <tr> <td valign="top" style="width: 173px;"><span style="font-size: x-small; font-family: Consolas;">weekday</span></td> </tr> <tr> <td valign="top" style="width: 173px;"><span style="font-size: x-small; font-family: Consolas;">day</span></td> </tr> <tr> <td valign="top" style="width: 173px;"><span style="font-size: x-small; font-family: Consolas;">month</span></td> </tr> <tr> <td valign="top" style="width: 173px;"><span style="font-size: x-small; font-family: Consolas;">year</span></td> </tr> </tbody> </table> <p> <strong>SeriesTypeValue:</strong> <em>string</em> or empty (in our example) <br /> See at the field <em>LabelValueType </em>for the available values. </p> <p> <strong>ValueValue:</strong>&nbsp;<em>extendedamount_base</em>&nbsp;(in our example) <br /> Defines the values for the <em>X-axis</em>. </p> <p> <strong>ValueTypeValue:</strong>&nbsp;<em>money</em>&nbsp;(in our example) <br /> See at the field <em>LabelValueType </em>for the available values. </p> <p> <strong>Seriesvalue: </strong><em>subjectid.title</em> (in our example, leave it empty on single series charts) <br /> Define the display value for the series labels. </p> <p><strong>GroupBySeriesValue: </strong><em>category</em> (in our example)</p> <table border="1" cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top" style="width: 203px;"><strong>Value</strong></td> </tr> <tr> <td valign="top" style="width: 203px;"><span style="font-size: x-small; font-family: Consolas;">category</span></td> </tr> <tr> <td valign="top" style="width: 203px;"><span style="font-size: x-small; font-family: Consolas;">weekday</span></td> </tr> <tr> <td valign="top" style="width: 203px;"><span style="font-size: x-small; font-family: Consolas;">day</span></td> </tr> <tr> <td valign="top" style="width: 203px;"><span style="font-size: x-small; font-family: Consolas;">week</span></td> </tr> <tr> <td valign="top" style="width: 203px;"><span style="font-size: x-small; font-family: Consolas;">week/year</span></td> </tr> <tr> <td valign="top" style="width: 203px;"><span style="font-size: x-small; font-family: Consolas;">month</span></td> </tr> <tr> <td valign="top" style="width: 203px;"><span style="font-size: x-small; font-family: Consolas;">quarter</span></td> </tr> <tr> <td valign="top" style="width: 203px;"><span style="font-size: x-small; font-family: Consolas;">quarter/year</span></td> </tr> <tr> <td valign="top" style="width: 203px;"><span style="font-size: x-small; font-family: Consolas;">year</span></td> </tr> </tbody> </table> <p><strong>GroupSortingValue:</strong>&nbsp;<em>1</em> (in our <em>example</em>)</p> <table border="1" cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top" style="width: 157px;"><strong>Value</strong></td> <td valign="top" style="width: 157px;"><strong>Description</strong></td> </tr> <tr> <td valign="top" style="width: 157px;"><span style="font-size: x-small; font-family: Consolas;">1</span></td> <td valign="top" style="width: 157px;"><span style="font-size: x-small; font-family: Consolas;">Ascending(Label)</span></td> </tr> <tr> <td valign="top" style="width: 157px;"><span style="font-size: x-small; font-family: Consolas;">2</span></td> <td valign="top" style="width: 157px;"><span style="font-size: x-small; font-family: Consolas;">Descending(Label)</span></td> </tr> <tr> <td valign="top" style="width: 157px;"><span style="font-size: x-small; font-family: Consolas;">3</span></td> <td valign="top" style="width: 157px;"><span style="font-size: x-small; font-family: Consolas;">Ascending(Value)</span></td> </tr> <tr> <td valign="top" style="width: 157px;"><span style="font-size: x-small; font-family: Consolas;">4</span></td> <td valign="top" style="width: 157px;"><span style="font-size: x-small; font-family: Consolas;">Descending(Value)</span></td> </tr> </tbody> </table> <p><strong>charttypevalueINT</strong>: <em>empty</em></p> <p><strong>GroupBySeriesSortingValue:</strong> <em>empty</em> (in our example)</p> <table border="1" cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top" style="width: 155px;"><strong>Value</strong></td> <td valign="top" style="width: 155px;"><strong>Descrption</strong></td> </tr> <tr> <td valign="top" style="width: 155px;"><span style="font-size: x-small; font-family: Consolas;">1</span></td> <td valign="top" style="width: 155px;"><span style="font-size: x-small; font-family: Consolas;">Ascending</span></td> </tr> <tr> <td valign="top" style="width: 155px;"><span style="font-size: x-small; font-family: Consolas;">2</span></td> <td valign="top" style="width: 155px;"><span style="font-size: x-small; font-family: Consolas;">Descending</span></td> </tr> </tbody> </table> <p>If you fill out all of these necessary values you should be able to see the chart in your dashboard.</p> <p>&nbsp;</p> <p> <span style="font-size: small;"> <strong>Part Two: How to create the drill-down click?</strong><strong> <br /> </strong> </span><strong> <br /> How to edit the FetchXML?<br /> </strong> <br /> To show the correct entries in the grid view we have to add two flags in the FetchXML to filter the results. </p> <p> <strong>[datecondition]&nbsp;</strong><br /> Add this condition to the <em>LabelValue</em> (in our case <em>invoiceid.new_invoicedate</em>. The date condition must be in a <em><filter></filter></em>&nbsp;tag. It should look like: <em><filter>[datecondition]</filter></em> </p> <p> <strong>[seriescondition] </strong><br /> Set this condition to the <em>seriesvalue</em> (in our case <em>subjectid.title</em>). </p> <p>Have a look at the FetchXML above to see where I have added the conditions.</p> <p> <strong> Set up the LayoutXml <br /> </strong>With the layout-xml you define the columns in the grid that will be opened if you click on a chart graph. Find an example of the .xml that we need in our custom chart here: </p> <p> <strong> layoutxml: <br /> </strong><span style="font-family: 'Courier New';"> <grid name="resultset" object="1091" jump="name" select="1" icon="1" preview="1"> <br /> &nbsp; <row name="result" id="invoicedetailid"> <br /> &nbsp;&nbsp;&nbsp; <cell name="productid" width="300"> <br /> &nbsp;&nbsp;&nbsp; <cell name="invoiceid.invoicenumber" width="300"> <br /> &nbsp;&nbsp;&nbsp; <cell name="extendedamount_base" width="100"> <br /> &nbsp;&nbsp;&nbsp; <cell name="tax" width="100"> <br /> &nbsp; </cell> </cell> </cell> </cell> </row> <br /> </grid> <br /> </span>(in our case) </p> <p><strong><span style="color: #ff0000;">Important notes:</span></strong></p> <p> <strong>object="1091"</strong> &ndash; This must be the EntityValue. (For more information go to PART ONE and have a look at the <strong>EntityValue</strong>) <br /> <strong><row name="result" id="invoicedetailid"></row></strong> - This must be the root <span style="text-decoration: underline;">entity id</span> attribute-name. <br /> <strong><cell name="invoiceid.invoicenumber" width="300"></cell></strong> - For each column in the grid you have to define such item. Be sure your fetch-xml returns this attribute! </p> <p> <strong>EntityShemaName:</strong>&nbsp;<em>invoicedetail</em> (in our example) <br /> The root entity schema name from our fetchXml.<strong>&nbsp;</strong> </p> <p><span style="color: #ff0000;"><strong>Please note: Actually we are finished now, but for some reasons we have to set a date filter to get the drill-down click to work.</strong></span></p> <p><strong>DateFilterValue:</strong>&nbsp;<em>new_invoicedate</em> (in our example)</p> <p> Go to the <em>General-</em>tab and set up the following fields: <br /> <strong>From:</strong>&nbsp;<em>01.01.2009</em> (in our example) <br /> <strong>To:</strong>&nbsp;<em>31.12.2009</em> (in our example) </p> <p>Now we should be able to click on a graph without an error and a grid shows us the desired data.</p> <p>&nbsp;</p> <p> <a href="http://mscrm-addons.com/images/blog/files/image_59.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_59.png"></a><a title="The configured Edit-Form" href="http://mscrm-addons.com/images/blog/files/image_59.png"><img class="img-responsive" style="background-image: none; margin: 0px; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_59.png" alt="image" width="244" height="141" /></a></div> </p> <p><a href="http://mscrm-addons.com/images/blog/files/image_60.png"><img style="background-image: none; margin: 0px; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_60.png" alt="image" width="244" height="190" /></a></p> <p><em>Figure 2 &amp; 3: The configured Edit-Form</em></p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9508Dashboard/Silverlight Initialization Error 2104https://www.mscrm-addons.com/Blog/PostId/9504/dashboardsilverlight-initialization-error-2104Dashboard (DB),DB 4.0Fri, 15 Oct 2010 11:22:00 GMT<p><strong>Error message:</strong><br /> The dashboard does not open and you get the following JavaScript error in your browser:</p> <p><span style="font-family: 'courier new', courier;">Message: Unhandled Error in Silverlight x application<br /> Code: 2104<br /> Category: Initialize Error<br /> Message: 2104 An error has occurred.</span></p> <p><strong>Solution:</strong><br /> For some security reasons the <em>Dashboard Installer</em> does not get access to the ISS and we can&rsquo;t add the required mime types for Silverlight. Please see the following link how to add the mime types in your IIS/Dashboard root. <br /> <a href="http://learn.iis.net/page.aspx/262/configuring-iis-for-silverlight-applications/" target="_blank">http://learn.iis.net/page.aspx/262/configuring-iis-for-silverlight-applications/</a></p> <p>Mime Types to add:</p> <p><span style="text-decoration: underline;">Extension</span>&nbsp; &nbsp;&nbsp; <span style="text-decoration: underline;">MIME type</span><br /> .xap&nbsp;&nbsp;&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; application/x-silverlight-app<br /> .xaml&nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp; application/xaml+xml<br /> .xbap&nbsp; &nbsp; &nbsp; &nbsp;&nbsp; &nbsp; application/x-ms-xbap</p> <p>&nbsp;</p> <p><span style="color: #ff0000;"><strong>Please note:</strong>&nbsp;</span>For dashboard map-charts you also need the following MIME types:</p> <p><span style="text-decoration: underline;">Extension</span>&nbsp; &nbsp;&nbsp; <span style="text-decoration: underline;">MIME type</span><br /> .dbf&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; application/octet-stream<br /> .shp&nbsp;&nbsp;&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; application/octet-stream</p>9504Changing the Calendar Week Rule in Dashboardshttps://www.mscrm-addons.com/Blog/PostId/9492/changing-the-calendar-week-rule-in-dashboardDashboard (DB),DB 4.0Thu, 15 Jul 2010 12:03:00 GMT<p>&middot; Open your CRM <br /> &middot; Go to <em>Settings</em> in the navigation at the left <br /> &middot; Select <em>mscrm-addons settings</em>&nbsp;from the navigation<br /> &middot; Click on the&nbsp;<em>Dashboard</em>&nbsp;row at the right grid and open it.&nbsp;&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image002.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image002.jpg"></a><a title="mscrm-addons.com settings" href="http://mscrm-addons.com/images/blog/files/clip_image002.jpg"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="clip_image002" src="http://mscrm-addons.com/images/blog/files/clip_image002_thumb.jpg" alt="clip_image002" width="489" height="200" /></a></div> </p> <p><em>Figure 1: mscrm-addons.com settings</em></p> <p>Navigate to the <em>SettingsKey</em>&nbsp;in the navigation at the left. Now you see all settings keys that are important for dashboards. </p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image004.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image004.jpg"></a><a title="Important SettingsKeys" href="http://mscrm-addons.com/images/blog/files/clip_image004.jpg"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="clip_image004" src="http://mscrm-addons.com/images/blog/files/clip_image004_thumb.jpg" alt="clip_image004" width="491" height="153" /></a></div> </p> <p><em>Figure 2: Important SettingsKeys</em></p> <p><em><br /> </em></p> <p>Now click on the <em>New mscrm-addons key</em>&nbsp;to create a new setting.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image006.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image006.jpg"></a><a title="New mscrm-addons key" href="http://mscrm-addons.com/images/blog/files/clip_image006.jpg"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="clip_image006" src="http://mscrm-addons.com/images/blog/files/clip_image006_thumb.jpg" alt="clip_image006" width="427" height="178" /></a></div> </p> <p><em>Figure 3: New mscrm-addons key</em></p> <p>The KeyName should be: <strong>CalendarWeekRule <br /> </strong>Insert your appropriate <strong>KeyValue <br /> </strong>Save this new Setting</p> <p><strong>Available keys:<span style="white-space: pre;"> </span></strong></p> <table style="width: 475px;" border="1" cellspacing="0" cellpadding="2"> <tbody> <tr> <td valign="top" style="width: 59px;"> <p><strong>Key</strong></p> </td> <td valign="top" style="width: 414px;"> <p><strong>Description</strong></p> </td> </tr> <tr> <td valign="top" style="width: 64px;"> <p>1</p> </td> <td valign="top" style="width: 410px;"> <p>Indicates that the first week of the year is the first week with four or more days before the designated first day of the week.</p> </td> </tr> <tr> <td valign="top" style="width: 68px;"> <p>2</p> </td> <td valign="top" style="width: 407px;"> <p>Indicates that the first week of the year starts on the first day of the year and ends before the following designated first day of the week.</p> </td> </tr> <tr> <td valign="top" style="width: 71px;"> <p>3</p> </td> <td valign="top" style="width: 404px;"> <p>Indicates that the first week of the year begins on the first occurrence of the designated first day of the week on or after the first day of the year.</p> </td> </tr> </tbody> </table> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9492Licensing detailshttps://www.mscrm-addons.com/Blog/PostId/9489/licensing-detailsAT 4.0,AM 4.0,DB 4.0,DCP 4.0,GC 4.0Fri, 02 Jul 2010 10:14:00 GMT<p><strong>Basics:</strong><br /> License-checks are done each time the application is accessed by a user.</p> <p>Having an invalid license stops the whole product from working.</p> <p>An invalid license will never have any impact on Dynamics 365, it only limits the addon itself.</p> <p><strong>Reasons for an invalid license :</strong></p> <ul> <li>Wrong license OrganizationUnit</li> <li>Usercount has exceeded the granted licenses (Stops whole product, not only for the excessive users on all license models)</li> <li>Upgrading the product after having the support contract expired</li> <li>In case of a time limited license (and a trial): Reached the end of the license lifetime.</li> </ul> <p>​</p> <p><strong>Licensetype normal license (aka perSite license)<br /> </strong>Requires a license for each active Dynamics 365 user, no matter if he uses the product or not. If new Dynamics 365 users are added, the license needs to be extended with more users as well.<strong><br /> </strong></p> <p>Disabled, ReadOnly users and Administrative users do not require a license.</p> <p>Users without any security role can be exempted. Find more information about how to count only users with security roles for licensing <a href="https://www.mscrm-addons.com/Blog/PostId/10103/only-count-users-with-security-role-for-licensing" target="_blank">here</a>.</p> <p>Service app security roles are excludet.&nbsp;<br /> <br /> </p> <p><strong>Licensetype perUser license<br /> </strong>Requires only as many licenses as you actually want to have, but starts at a minimum of 10 licenses and is double the price of a site license.<strong><br /> </strong></p> <p>The license is a named user license and the license is activated via a checkbox on the Systemuser entity for a specific user.</p> <p>You may activate as many users for the access as you have licenses.</p> <p>Exceeding the granted license count stops the product for all users.</p> <p>​</p> <p><span style="font-size: 13px;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></p>9489How to change the layout of dashboardshttps://www.mscrm-addons.com/Blog/PostId/9488/change-layout-in-dashboardDashboard (DB),DB 4.0Wed, 30 Jun 2010 16:47:00 GMT<div> <p>In the dashboard, you can change your layout and create or save your own views.&nbsp;</p> <p>In the layout menu there are 3 views:</p> <p><em>Single View</em>,</p> <p><em>Vertical View</em>&nbsp;and</p> <p><em>Horizontal View</em>.</p> <p>In the course of this blog article we describe how to use and configure the different views.</p> <p><strong><span style="font-size: small; text-decoration: underline;">1. How to select a layout</span></strong></p> <p>Click on <em>Layout</em> in the menu in order to select a layout for your dashboard.</p> <p>With a click on the <em><strong>[Save View]</strong></em>-button your custom layout for this dashboard will be saved.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_47.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_47.png"></a><a title="Select a layout" href="http://mscrm-addons.com/images/blog/files/image_47.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_47.png" alt="image" width="435" height="135" /></a></div> </p> <p><em>Figure 1: Select a layout</em></p> <p>&nbsp;</p> <p><span style="text-decoration: underline;"><strong><span style="font-size: small;">1.1 The Single View-Layout</span></strong></span></p> </div> <div> <p>The <em>Single View</em>&nbsp;is the default view. All charts will be displayed in the same size and every chart can be moved to the right or left.</p> </div> <div> <p><a href="http://mscrm-addons.com/images/blog/files/image_48.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_48.png"></a><a title="Single View-Layout" href="http://mscrm-addons.com/images/blog/files/image_48.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_48.png" alt="image" width="391" height="278" /></a></div> &nbsp;</p> <p><em>Figure 2: Single View-Layout</em></p> <div><em><br /> </em></div> <p>Move Charts: In the <em>single view</em> the charts can be moved to the left or the right.</p> <p>To do so, click first on the <em><strong>[Action]</strong></em>-button and then on <em>Move Chart</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_49.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_49.png"></a><a title="Chart Settings - Move Chart" href="http://mscrm-addons.com/images/blog/files/image_49.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_49.png" alt="image" width="268" height="285" /></a></div> </p> <p><em>Figure 3: Chart Settings - Move Chart&nbsp;</em></p> <p><span style="color: #ff0000;"><strong>Please note: In the vertical or horizontal view, charts can only be moved in the secondary area.</strong></span></p> </div> <p>&nbsp;</p> <p><strong><span style="text-decoration: underline; font-size: small;">1.2 The Vertical View-Layout</span></strong></p> <div> <p>When you select the vertical or horizontal view, you will generally work with two areas:</p> <p>The <strong>primary area</strong> and the <strong>secondary area</strong>.</p> <p>For the primary area you have to define a main chart because only this chart will be displayed in the main area.</p> <p>To do so, select a chart, click on the <em><strong>[Action]</strong></em>-button and then <em>Set to main Chart.</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_50.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_50.png"></a><a title="Chart Settings - Set to main Chart" href="http://mscrm-addons.com/images/blog/files/image_50.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_50.png" alt="image" width="160" height="215" /></a></div> </p> <p><em>Figure 4: Chart Settings - Set to main Chart</em></p> <p>&nbsp;</p> <p>The main chart will be vertically located on your screen in the <strong>primary area.</strong></p> <p><strong>&nbsp;</strong>All the other charts will be shown in the<strong> secondary area</strong> and can also be moved to the right or the left.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_51.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_51.png"></a><a title="Vertical view - Primary area vs Secondary area" href="http://mscrm-addons.com/images/blog/files/image_51.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_51.png" alt="image" width="481" height="352" /></a></div> </p> <p><em>Figure 5: Vertical view - Primary area vs Secondary area</em></p> <p><em><br /> </em></p> </div> <div> <p><strong><span style="text-decoration: underline; font-size: small;">1.3 The Horizontal View-Layout</span></strong></p> </div> <div> <p>The main chart will be horizontally located on your screen in the primary area.</p> <p>All the other charts will be shown in the secondary area and also can be moved to the right or to the left.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_52.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_52.png"></a><a title="Horizontal view - Primary area vs Secondary area" href="http://mscrm-addons.com/images/blog/files/image_52.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_52.png" alt="image" width="489" height="360" /></a></div> </p> <p><em>Figure 6: Horizontal view - Primary area vs Secondary area</em></p> <p><em><br /> </em></p> </div> <div> <p><span style="text-decoration: underline;"><strong><span style="font-size: small;">2. Layout visibility:</span></strong></span></p> <p>If you are the owner of a dashboard and you define and save a custom layout, other users get your saved layout too.</p> <p>At least, as long as they save their own personal layout view.</p> <p>&nbsp;</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> </div>9488How to start a dashboard out of CRM 4.0?https://www.mscrm-addons.com/Blog/PostId/9482/starting-dashboard-out-of-crm-40Dashboard (DB),DB 4.0Thu, 27 May 2010 15:55:00 GMT<p>CRM 4.0 offers the possibility to start your dashboard directly out of CRM. There are three options.</p> <p>&nbsp;</p> <p>1.&nbsp;&nbsp;&nbsp; Start dashboard as "normal"&nbsp;<br /> http://<strong>server:port</strong>/DashBoard/Dashboard.aspx?orgname=<strong>YourOrgname</strong> <br /> Example: <em>http://crm:5555/DashBoard/Dashboard.aspx?orgname=PTMEDVSystemeGmbH</em></p> <p>2.&nbsp;&nbsp;&nbsp; Start dashboard with a predefined dashboard <br /> http://<strong>server:port</strong>/DashBoard/DashBoard.aspx?orgname=<strong>YourOrgname</strong>&amp;DBID=<strong>{3223A69E-DFF9-DE11-A1CC-001CC4AA705A}</strong>&amp;ShowMenu=<strong>true</strong> <br /> (If you do not define the <em>ShowMenu</em> parameter, the default value is <em>false</em>.)</p> <p>3.&nbsp;&nbsp;&nbsp; Start dashboard with a predefined dashboard and hide the dashboard menu. If you take this option, the user interface is limited. <br /> http://<strong>server:port</strong>/DashBoard/DashBoard.aspx?orgname=<strong>YourOrgname</strong>&amp;DBID=<strong>{3223A69E-DFF9-DE11-A1CC-001CC4AA705A}</strong></p> <p><strong>How do I find the desired Dashboard ID?</strong></p> <p>Navigate to <em>SETTINGS</em>, select <em>DASHBOARDS SL</em> and open your desired dashboard.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_26.png"></a></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_26.png"></a><a title="Settings &gt; Dashboards SL" href="http://mscrm-addons.com/images/blog/files/image_26.png"><img class="img-responsive" style="margin: 5px 10px 5px 0px; display: inline; border-width: 0px; border-style: solid; float: left;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_26.png" alt="image" width="180" height="244" align="left" /></a></div> <p>&nbsp;</p> <p>&nbsp;</p> <p><em>&nbsp;</em></p> <p><em>&nbsp;</em></p> <p><em>&nbsp;</em></p> <p><em>&nbsp;</em></p> <p><em>Figure 1: Settings &gt; Dashboards SL</em></p> <p>Copy the market ID from the browser adress bar.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_27.png"><img style="margin: 5px 0px; display: inline; border-width: 0px; border-style: solid; float: left;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_27.png" alt="image" width="493" height="180" align="left" /></a></p> <p>&nbsp;</p> <p><em><span style="white-space: pre;"> &nbsp;</span></em></p> <p><em><span style="white-space: pre;"></span>&nbsp;</em></p> <p><em>&nbsp;</em></p> <p><em>&nbsp;&nbsp;</em></p> <p><em></em><em>Figure 2: Copy the market ID</em></p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com" style="background-color: #ffffff;">support@mscrm-addons.com</a>.</p>9482How to configure map – chartshttps://www.mscrm-addons.com/Blog/PostId/9478/configure-map-e28093-chartsDashboard (DB),DB 4.0Fri, 07 May 2010 08:33:00 GMT<p>Dashboard for MS CRM 4.0 provides several maps (World-map, Europe, U.S., Germany, Netherlands,&hellip;) in order to e.g. display customer-distributions. <br /> This blog contains basic information on how to configure maps. This is explained with a Step-by-Step-Setup of a <em>Customers in the U.S.A-chart</em>.</p> <ol> <li><strong>Main-Chart settings:</strong>&nbsp;The following settings need to be configured within the Dashboard-Chart-configuration: <br /> <a href="http://mscrm-addons.com/images/blog/files/Map_main1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Map_main1.png"></a><a title="Main chart settings" href="http://mscrm-addons.com/images/blog/files/Map_main1.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="Map_main1" src="http://mscrm-addons.com/images/blog/files/Map_main1_thumb.png" alt="Map_main1" width="476" height="285" /></a></div> <br /> <em>Figure 1: Main chart settings</em><br /> <br /> <ol> <li><span style="color: #ff0000;"><strong>Chart Series</strong></span>: Select <em>Map</em>&nbsp;to load the available maps into the chart-type configuration </li> <li><span style="color: #ff0000;"><strong>Chart Type</strong></span>: All available maps are listed. Choose the country/area you want to use </li> <li><span style="color: #ff0000;"><strong>Label(X)</strong></span>: Select the CRM-attribute that contains country-specific data (e.g. Country-code, Contry-name,.. see below) <br /> <br /> <em><span style="text-decoration: underline;">Example US-Map</span></em>: We choose Chart-Type: [Shapefiles/Usa_st]&nbsp; <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; and Lablel(x) : [Adress1: State/Province]<br /> <br /> </li> </ol> </li> <li><strong>Map-definition</strong>: Within the Dashboard for MS CRM 4.0 - <em>[Installation-directory]\ClientBin\Shapefiles </em>we can find a <em>*.dbf-File</em> for each available map. <br /> <br /> Each of this files contains several info like <em>name, code, population...</em> about the areas within the maps, marked by an UNIQUE-Columnname (AREA,STATE_NAME,&hellip;) <br /> E.g usa_st.dbf: <br /> <img style="display: inline; border-width: 0px; border-style: solid;" title="dbf_file" src="http://mscrm-addons.com/images/blog/files/dbf_file_thumb.png" alt="dbf_file" width="360" height="173" /><br /> <em>Figure 2: usa_st.dbf</em><br /> <a href="http://mscrm-addons.com/images/blog/files/dbf_file.png"><br /> </a></li> <li><strong>Data-mapping</strong>: But how to link this data with CRM? Like all dashboard-charts, map charts are based on the results of an Advanced Find. This advanced find needs to deliver an attribute that fits to one of our <em>UNIQE-columns </em>within the <em>*.dbf-file</em>. <br /> <br /> In most cases this will prospectively be <em>Address1: Country</em> or <em>Adress1: State/Province</em><br /> <em><br /> </em><strong>Example US-map:</strong><em>&nbsp;Adress1: State/Province delivers the names of the US-state Winsconsin, Washington:<br /> <br /> </em><a href="http://mscrm-addons.com/images/blog/files/advanced_find_results.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/advanced_find_results.jpg"></a><a title="usa_st.dbf" href="http://mscrm-addons.com/images/blog/files/advanced_find_results.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="advanced_find_results" src="http://mscrm-addons.com/images/blog/files/advanced_find_results_thumb.jpg" alt="advanced_find_results" width="474" height="87" /></a></div> <br /> <em>Figure 3: names of Winsconsin, Washington</em><br /> <br /> So in this example, the Label(x)-Value (<em>Adress1: State/Province</em>) needs to be linked to the <em>STATE_NAME-column</em> in the <em>*.dbf-file</em>. <br /> <br /> Therefore we have to switch to the <em>Values</em>-tab on the Dashboard-chart record: <br /> <a href="http://mscrm-addons.com/images/blog/files/Values_tab.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Values_tab.png"></a><a title="names of Winsconsin, Washington" href="http://mscrm-addons.com/images/blog/files/Values_tab.png"><img class="img-responsive" style="display: inline; border: 0px;" title="Values_tab" src="http://mscrm-addons.com/images/blog/files/Values_tab_thumb.png" alt="Values_tab" width="427" height="260" /></a></div> <br /> <em>Figure 4: Dashboard chart record (value-tab)</em><br /> <br /> The mapping is defined in the <em>StyleValue-</em>column: <br /> <strong>|reader.DataMapping-Name=STATE_NAME; ToolTip=STATE_NAME|</strong></li> <div> <ul> <li>reader-DataMapping: Specifies the mapped column </li> <li>ToolTip: It is possible to choose any of the columns from the <em>*.dbf-file</em> to appear in the tooltip of the <em>country</em></li> </ul> </div> <li><strong>Result</strong>: Now, we get following result: <br /> <a href="http://mscrm-addons.com/images/blog/files/image_20.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_20.png"></a><a title="Dashboard chart record (value-tab)" href="http://mscrm-addons.com/images/blog/files/image_20.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_20.png" alt="image" width="451" height="324" /></a></div> </li> </ol> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9478Error message 401: Unauthorized when trying to access after deploying a custom web-applicationhttps://www.mscrm-addons.com/Blog/PostId/9471/error-statuscode-401-unauthorized-when-trying-to-access-after-deploying-a-custom-web-application-within-ms-crmActivityTools (AT),DB 4.0,DCP 4.0,GC 4.0Fri, 09 Apr 2010 11:45:00 GMT<p>The problem occurs because MS CRM is using an HttpModule for multitenancy scenarios. This http module is called with an anonymous user account. This is why it fails when trying to request, i.e. the metadata webservice.</p> <p><strong>Solution:</strong> To make it work, a new entry (<em>remove CrmAuthentication</em>) has to be specified within the <em>web.config file </em>of the specific Add-On.</p> <div><strong style="white-space: normal;">That&rsquo;s it!&nbsp;</strong><span style="white-space: normal;">We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a style="white-space: normal;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a><span style="white-space: normal;">.</span></div>9471