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

Enlarging a chart to full screen


Navigating through the different dashboards that come with Dynamics CRM 2011, as we did in Chapter 1, Viewing Dashboards, you have seen many different variations on how to view chart data. When too many charts are added to a dashboard, things can be a bit congested. In order to focus directly on one chart item and see things in a greater detail, there is an Enlarge the chart option.

Getting ready

Start by going to the Dashboards section in the Dynamics CRM 2011 Workplace area.

How to do it...

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

  1. Select the Dashboards link from the Workplace area.

  2. Select the Microsoft Dynamics CRM Overview dashboard as shown in the following screenshot:

  3. Locate the Sales Pipeline funnel chart on this dashboard, hover with the mouse cursor over the upper right-hand corner of the chart, and a small three-item menu will appear. In the following screenshot, you can see the Enlarge the chart option highlighted:

  4. Click on this menu...