Book Image

Microsoft Dynamics CRM 2011 New Features

By : Jim Wang, Darren Liu
Book Image

Microsoft Dynamics CRM 2011 New Features

By: Jim Wang, Darren Liu

Overview of this book

Microsoft Dynamics CRM 2011 offers exciting new features that enable you to build and maintain a robust customer relationship management system in your organisation.This book is your one stop resource to get to grips with all the new features of Dynamics CRM 2011. To make learning fun and engaging, we will build an Airline Compensation Management (ACM) system using Dynamics CRM 2011.The book starts by setting up the development environment for Microsoft Dynamics CRM 2011. We will then build a structural architecture for the ACM system and configure it in Dynamics CRM 2011. While doing this, we will learn about the new customization features offered by Dynamics CRM 2011.We will then move on to Data Importing and will cover the Import Data Wizard tool, as well as the Import file/data web service which provides additional capabilities that are not available in the Import Data Wizard.We will use client-side programming to perform data validation, automation, and process enhancement and learn powerful event driven server-side programming methods: Plug-Ins and Processes (Formerly Workflows).The book then steers you towards SharePoint integration, Charts and Dashboards, Customizing the Ribbon and Sitemap, and extending Dynamics CRM 2011 in the cloud. Finally we will package the ACM solution and learn how to deploy it.
Table of Contents (18 chapters)
Microsoft Dynamics CRM 2011 New Features
Credits
About the Authors
Acknowledgement
About the Reviewers
www.PacktPub.com
Preface
Index

Working with Charts


Charts are new in Microsoft Dynamics CRM 2011. They provides another type of visualization to the end user, and give the end users new analytics and reporting capabilities. Charts are tied to entities; they support out-of-the-box entities and custom entities. CRM comes with charts that all of us can leverage. It also allows us to create custom charts. Charts work with views, filtering, and sub-grids, and we can drill-down on charts.

System Charts

Microsoft CRM 2011 comes with over 50 system charts for the following entities:

  • Account

  • Activity

  • Article

  • Campaign

  • Case

  • Goal

  • Lead

  • Opportunity

  • Order

We can easily view the system for the above entities by following these steps:

  1. Navigate to the chart area on the ribbon by clicking on Charts.

  2. Click on the Chart Pane button in the Layout group.

  3. Click on Right in the drop-down menu.

Charts can be displayed on the Right or the Top of the grid:

Alternatively, we can click on the Click here to view the chart pane to the right of the grid as shown in the...