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

Adding an IFrame to a dashboard

This recipe will show you how to add an IFrame to a system dashboard. We will be adding an IFrame that links to a free Microsoft FUSE Labs Social Gadget that displays a tag cloud for the key phrase Dynamics CRM.

Getting ready

There is a difference in how user and system dashboards work with IFrames (explained in the Restricting cross-frame scripting and User dashboards section), so for this recipe, we will create a new system dashboard. 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 navigation section, as shown in the following screenshot:

  3. A listing of system dashboards will be shown. Click on...