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Searching in Dashboards inside Microsoft Dynamics CRM

Post Author: Joe D365 |

Hey there MSCRM users! Let's talk dashboards!

One of the great things about working with 100's of companies using MSCRM is we get requests to do things that we haven't always thought of. Well this week someone asked if they could use our Global Search add-on for Microsoft Dynamics CRM 2011 in a dashboard. We didn't know so I reached out to the team and we gave it a try.

Basically with the awesome new dashboard in CRM 2011 you can add web resources….so just add the PowerGlobalSearch as a webresource on a dashboard and wham! You now have a searchable screen on a dashboard. Think about the possibilities of creating custom dashboards that people will use inside your organization. It should also be mentioned that PowerGlobalSearch is configurable so you can get it searching exactly what you want and configure the reading pane to show the data you want.

Below are a couple of screenshot to see how this work:

Dashboards

Dashboards

Hopefully this will help someone out there. If you need more assistance please reach out to the MSCRM experts at PowerObjects.

Happy CRM'ing

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

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