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

Sharing a user dashboard

Creating your own dashboard is an excellent way to personalize the Dynamics CRM application by letting you organize the components in a way that suits your needs. Sharing the user dashboard allows other CRM users to access it while ensuring that you still retain ownership of that dashboard.

Getting ready

This recipe assumes that there is more than just one user account in your Dynamics CRM system. Navigate to the Dashboards section in the Dynamics CRM 2011 Workplace area.

How to do it...

Carry out the following steps:

  1. Select the Dashboards link from the Workplace area and click on the drop-down list of available dashboards, as shown in the following screenshot:

  2. The user dashboards will be in the My Dashboards section of this list. Select one of the user dashboards that you created in the earlier chapters.

  3. Once you have selected a user dashboard, the Share Dashboard button in the Dashboards toolbar will be enabled. Click on the Share Dashboard button, as shown in the following...