28 November 2008

Code: CRM 4.0 Dashboard Intergate with FusionCharts

I have been asked many times through email/blog for sharing code about the CRM Dashboard with FusionChart integration. So I decide to extract some code and build a demo project to share, it's a simple work for demo, so please don't expect too much. :)

The demo dashboard supports:
• CRM 4.0, multi-tenants(one URL for different organizations);
• IFD and On-Premise deployment;
• CRM user security(users only see relevant data which their have privileges)

You may deploy the solution under ISV folder, you also need to change sitemap to show the Dashboard:




Download the solution

8 comments:

Anonymous said...

thanks, just what i was looking for!

Withers said...

This must not be for 4.0. As nothing works. Permission errors. Heck even the sitemap entry won't upload. Or do I just fail?

Anonymous said...

Thank you for this excellent post. I am new to webdevelopment and was wondering how to figure out if the user was logging on through IFD and in that case how to use the CRM filtered views. The code sample cleared all my questions!

Sander said...

Hi Jim

I tried opening this project with Microsoft Visual C# 2008 Express Edition but it throws an error and I can't open the solution. Should I be using a different VS version instead?

Thanks
Sander

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Withers said...

Hey Jim any clue on the 401 error?
Exception Details: System.Net.WebException: The request failed with HTTP status 401: Unauthorized.

Source Error:

An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below.

zarko said...

Hi Jim, I built a dashboard using FusionCharts and Filtered views on my own, but I am having trouble with authentication. To be specific, when I add mu custom web application below the CRM site and access the CRM through IFD I am prompted for credentials twice. The first time when I have to log in to CRM(which is how it should be) and the second time when I click on the link to my web application(which is my problem for a while...). Any help would be appriciated.

Regards

Daniel said...

Hi,

Thanks a lot it helped me to start with some nice dashboard!

Some tweak I had to do to make it work here (Crm 4.0 Rollup 11):

1- Use the full path instead of relative (/isv/Dashboard/green.png) for the images, css and the flash charts

2- Replace NT AUTHORITY\\SYSTEM by NT AUTHORITY\\NETWORK SERVICE, IIS runs with that user here!

3- Remove the authentication and identity elements from Web.config, not sure why but they wouldn't work

4- Add the orgname in the URL in clickEvent.

5- Put the right URL and authentication user for the Web Service.