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

Using FetchXML to combine data in a chart


The charts created and displayed in Dynamics CRM use the FetchXML syntax to query the underlying Dynamics CRM data source. Users can create comparison charts using the designer, but the comparisons are only based on one entity type. This recipe will create an Account SLA chart that shows how to manipulate the FetchXML query to pull and compare data from two different entities (Account and Case entities).

Getting ready

This recipe assumes that the reader has reviewed the earlier recipes and is familiar with how to export and import a chart from Dynamics CRM. This recipe will require you to add custom fields to the Account entity and make sure there are some active Case records related to active Accounts.

How to do it...

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

  1. Navigate to the Customization section in the Settings area of Dynamics CRM. Click on the Customize the System link to open the default solution, as shown in the following...