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

Editing a system dashboard

The system dashboards are intended to be viewed by all users of Dynamics CRM. These dashboards are created and managed by users with the System Customizer or System Administrator security roles (by default these roles have the Write privilege for the System Forms entity). Edits made to these dashboards are seen by all users.

Getting ready

Editing a System dashboard requires you to first navigate to the Customization section in the Dynamics CRM 2011 Settings area.

How to do it...

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

  1. From the Customization section, click on the Customize the System link, as shown in the following screenshot:

  2. This will launch the solution editor dialog showing the Default Solution for Dynamics CRM 2011. Click on the Dashboards link located in the left-hand side navigation section, as shown in the following screenshot:

  3. A listing of system dashboards will be shown. Double-click on the Microsoft Dynamics CRM Overview dashboard record...