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

Making Dashboards your CRM 2011 homepage

Another personalization setting found in Dynamics CRM 2011 is the ability to set where your homepage link will lead. In this recipe, we will ensure that it lands on the Dashboards section.

Getting ready

Launch the Dynamics CRM 2011 application. You don't need to be in any particular section (Workplace, Sales, and so on) for this recipe.

How to do it...

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

  1. From the Dynamics CRM 2011 interface, find the File menu tab at the top of the CRM application window. Click the Options menu item as shown in the following screenshot:

  2. A dialog named Set Personal Options will appear with eight tabs along the top. Select the General tab.

  3. At the top of this tab, you will see a picklist named Default Pane; make sure this is set to Workplace as shown in the following screenshot:

  4. In the section picklist called Default Tab, select Dashboards.

  5. Click on the OK button at the bottom right of the Set Personal Options dialog. This will cause your Dynamics CRM interface to refresh and apply any changes that have been made. The Workplace and Dashboards area will be the default location for you homepage link.


I don't have a Workplace or a Dashboard section

If you are missing the Workplace or Dashboards section in your Dynamics CRM navigation, chances are that the system sitemap for Dynamics CRM 2011 has been modified by your CRM Administrators. They may have been removed or renamed. If this is the case, then you should contact your CRM Administrator for assistance in finding the Dashboards section.