Microsoft Dynamics CRM 2011: Dashboards Cookbook

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.

Microsoft Dynamics CRM 2011: Dashboards Cookbook

Credits

About the Author

About the Reviewers

www.PacktPub.com

Preface

Free Chapter

Viewing Dashboards

Introduction

Creating a free Dynamics CRM 2011 Online account

Finding and selecting dashboards

Expanding and collapsing dashboard sections

Changing your default CRM 2011 Dashboard

Making Dashboards your CRM 2011 homepage

Interacting with Dashboards

Introduction

Enlarging a chart to full screen

Using the tooltips on a chart

Refreshing dashboard data

Drilling down into a chart

Working with inline charts and filtered records

Searching for records in a list

Sorting records in a list

Filtering records in a list

Changing the view for a dashboard list

Creating a Dashboard

Introduction

Creating a user dashboard

Creating a system dashboard

Changing the layout of your dashboard

Adding a chart to your dashboard

Editing a chart on your dashboard

Adding a list to a dashboard

Editing a list on a dashboard

Sharing and Assigning Dashboards

Introduction

Locating the user dashboards

Sharing a user dashboard

Assigning a user dashboard

Copying an existing dashboard

Editing and Deleting Dashboards

Introduction

Editing a user dashboard

Editing a system dashboard

Deleting a user dashboard

Deleting a system dashboard

Adding IFrames and WebResources to Dashboards

Introduction

Adding an IFrame to a dashboard

Editing an IFrame component

Creating an HTML WebResource component

Adding a WebResource to a dashboard

Editing a WebResource component

Advanced Dashboards

Introduction

Exporting a dashboard from Dynamics CRM

Creating a new dashboard layout using FormXML

Importing a dashboard into Dynamics CRM

Building a CRM Organization Overview dashboard

Installing the free Dashboard Reports control

Showing reports on a Dynamics CRM dashboard

Creating a Chart

Introduction

Creating a system chart

Creating a user chart

Creating a stacked comparison chart

Creating a multi-series chart

Advanced Chart XML

Introduction

Exporting a chart

Importing a chart

Changing Axis labels and Series label formats

Controlling chart colors and 3D appearance

Using FetchXML to combine data in a chart

Dashboard Examples

Sales Dashboard

Service Dashboard

Index

Customer Reviews

5 star

4 star

3 star

2 star

1 star

Creating a stacked comparison chart

Dynamics CRM 2011 offers flexible ways to visualize the CRM data using charts. One of the great charting features is the ability to easily create stacked comparison charts using the Chart Designer dialog.

Getting ready

This recipe assumes that the reader understands the basics of creating a chart. The techniques described here follow the creation of a System chart, but are the same when creating a User chart.

How to do it...

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

Start by creating a new System chart based on the CRM Case entity. For information on how to create a chart you can refer to the Creating a system chart recipe or Creating a user chart recipe.
In the Chart Designer dialog, click on the Column icon in the Charts area of the toolbar and select Stacked Column, as shown in the following screenshot:
Select My Active Cases as the view used for chart preview. Provide a name for this new chart, such as Cases Stacked by Priority and...

Microsoft Dynamics CRM 2011: Dashboards Cookbook

Microsoft Dynamics CRM 2011: Dashboards Cookbook

Overview of this book

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Current Title:

Microsoft Dynamics CRM 2011: Dashboards Cookbook

Creating a stacked comparison chart

Getting ready

How to do it...