Creating an M3 CLM dashboard

For information about how to create a mashup, see Infor Mashup Designer User Guide.

These steps are specific for creating an M3 CLM dashboard.

  1. Using Infor Smart Office, launch the Mashup Designer. Either locate Mashup Designer from the Navigator, or specify designer://mashup in the Start and Search box.
  2. Create a new mashup.
  3. Add M3 CLM controls from Controls > Applications > Customer Lifecycle Management.
    For each control, specify the settings.
  4. Click Preview to view the dashboard settings before you save it.
  5. Save the XAML file.
    Note: When creating an M3 CLM dashboard, consider the form factor or screen size of the device where your dashboard is displayed. Creating a dashboard with a lot of controls will be displayed cramped in small form factors or screen sizes.