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

Drilling down into a chart

Charts are a very big part of the new dashboard features in Microsoft Dynamics CRM 2011, and one of the best features of the new chart module is the ability to drill into segments of the chart data. By drilldown, we mean the ability to filter the data and focus on a particular segment of the records being used to build the chart as a whole.

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 dashboards.

  2. Locate the Sales Pipeline chart, and enlarge the chart to make it easier to work with (see the Enlarging a chart to full screen recipe at the beginning of this chapter):

  3. Click on one of the segments in the funnel chart. I would suggest the segment shown in red named 1-Prospect as we know it has some good sample data. You will see a small pop-up menu appear, as shown in the following screenshot...