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
About the Author
About the Reviewers

Expanding and collapsing dashboard sections

Dashboards in Dynamics CRM 2011 can be filled with many different sets of data. To help organize this information better, some dashboard layouts come with expandable and collapsible sections. Not all the layouts support collapsing sections, so we will focus on one of the standard dashboards that do. For more information, the Creating a user dashboard recipe in Chapter 3, Creating a Dashboard provides more detailed information about which dashboard layouts support collapsing sections.

Getting ready

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

How to do it...

Carry out the following in order to complete this recipe:

  1. From the Dynamics CRM 2011 Workplace area, select the Dashboards link.

  2. Select Marketing Dashboard from the list of available standard dashboards, as shown in the following screenshot:

  3. Marketing Dashboard is a large dashboard that requires the user to scroll down to view all the contents. Scroll down the screen and you will find three sections named Marketing KPIs, Activities, and Campaigns.

  4. Single-click on the title of the first section, Marketing KPIs, to toggle the section's visibility.

There's more...

You will notice that when you reopen a Dashboard section, if there are charts displayed in that section they will be refreshed (reloaded) to show the latest data.