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  • 自定义适用于手机和平板电脑的 Dynamics 365(一):主页

    当用户首次打开适用于手机和平板电脑的 Dynamics 365 时,他们将看到默认为“销售仪表板”的主页。 您可以创建新仪表板或 Web 应用程序中编辑现有仪表板,然后为移动设备启用它们,用户可以选择其他主页仪表板。

    有关创建或更改仪表板的详细信息如下:

    Manage dashboard components

    Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

    You can create and design dashboards to show the information that you want exactly how you want to see it. While designing the dashboard, you can rearrange or remove the components that you have already added and change the height and width of a component.

    By default, you can add only six components to any dashboard layout. This limit is configurable. For more information, contact your system administrator.

    1. Go to your work area.

    2. Do one of the following:

      • In the web app: Click Dashboards.

      • In Dynamics 365 for Outlook: Click My Work > Dashboards.

    3. Click New.

    4. As you’re creating your dashboard, to undo the last action, click or tap Undo. To repeat an action, click Redo.

    5. To rearrange the components, click the component header and drag it to an empty area on the dashboard or to the area of an existing component. When you drag a component over other components, a red line appears on top of the components to show that if you drop the component here, the existing component will move down.

    6. To change the width of a component, select the component, click the More Commands icon More Commands button in Appointment Activity and click Increase Width or Decrease Width. The width increases or decreases by one column.

    7. To change the height of a component, click Increase Height or Decrease Height. The height increases or decreases by three rows.

    8. To remove a component, select it and click Remove. When you remove a component, any new components are added in the bottom area of the designer. You can rearrange the components at any time after you insert them.

      引用地址:http://www.cnblogs.com/Earson/p/dynamicsmobiledefaultpage.html

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  • 原文地址:https://www.cnblogs.com/Earson/p/dynamicsmobiledefaultpage.html
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