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

Refreshing dashboard data

The chart and list dashboard components in Dynamics CRM 2011 allow users to see live data at a glance. The dashboard data is live, but sometimes you might need to force a refresh of the data you are viewing.

Getting ready

Using Dynamics CRM 2011, navigate to the Dashboards section.

How to do it...

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

  1. Select the Microsoft Dynamics CRM Overview dashboard from the list of available dashboard items. The dashboard will refresh and build itself using live data from your Dynamics CRM system as shown in the following screenshot.

  2. Once the dashboard has finished rendering, you will see all the different components such as charts and lists:

  3. If data has been modified in the system, you might want to refresh a single component of the dashboard; let's say it was the Leads by Source chart. Move your mouse cursor over the chart and a small menu will appear with three items in it.

  4. Click on the Refresh the chart option (highlighted...