Book Image

Microsoft Dynamics CRM 2011: Dashboards Cookbook

Book Image

Microsoft Dynamics CRM 2011: Dashboards Cookbook

Overview of this book

Microsoft Dynamics CRM 2011 offers you access to exciting new interactive and flexible Dashboards that contain any combination of Charts, Lists, iFrames and Silverlight components. These can be used to easily visualize your CRM data and provide you with a light BI interface, all of which this practical cookbook will enable you to utilize. At first glance, Dashboards and their myriad information can be overwhelming to users that are new to the Dynamics CRM 2011 interface. This book guides you through navigating and interacting with Dashboards in a simple and easy to follow manner, and builds on that experience to walk you through creating and sharing your own User Dashboards. "Microsoft Dynamics CRM 2011: Dashboards Cookbook"ù offers a range of practical recipes for mastering dashboard navigation, interaction, and building custom Dashboards in Dynamics CRM. You will immediately get to grips with essential tasks like changing Dashboard settings and sharing Dashboards with other members in the CRM team, as well as adding custom components like iFrames and Lists. Along the way you will also follow the creation of a simple HTML WebResouce that can be added to your Dashboard. By the end of "Microsoft Dynamics CRM 2011: Dashboards Cookbook"ù, you will be fully equipped to take advantage of the exciting new Dashboards features of Dynamics CRM 2011.
Table of Contents (17 chapters)
Microsoft Dynamics CRM 2011: Dashboards Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Creating a new dashboard layout using FormXML


In Chapter 3, Creating a Dashboard, readers were introduced to the six different dashboard layouts that are provided using the Dynamics CRM dashboard editor. This recipe will show the reader how to quickly create a custom layout that includes three tab sections.

Getting ready

This recipe will create a new dashboard and export a solution package. Please refer to the previous recipe Exporting a dashboard from Dynamics CRM for detailed information on how to export the solution package.

How to do it...

Carry out the following steps in order to complete this recipe:

  1. Navigate to the Solutions section in the Settings area. Create a new solution package with the following values and then save the solution package.

    Field

    Value

    Notes

    Display Name

    CRM Organization Overview Dashboard

     

    Name

    CRMOrganizationOverviewDashboard

    This value will be generated from the Display Name field.

    Publisher

    Default Publisher for orgebeb7

    There will be at least...