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

Working with inline charts and filtered records

Viewing Dynamics CRM data in charts is an excellent way to analyse data; however, sometimes you might also want to filter the raw data and have it dynamically adjust the accompanying chart. In Dynamics CRM 2011, just about every view (list) has the ability to show a related chart. This gives users the ability to start with a basic chart and list, and then filter or adjust records and see how the charts are affected.

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 on this dashboard. Move your mouse cursor to the upper right-hand corner of the chart and you will see a small menu appear as shown in the following screenshot:

  3. Click on the second menu item; the tooltip will read View the records that are used to generate the chart...