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

Creating an HTML WebResource component

Microsoft Dynamics CRM 2011 introduced the concept of WebResources. These components are files that are loaded and stored in the Dynamics CRM database as records. They each have a unique URL, and can be used together when creating a solution. Examples of WebResources include HTML files, JavaScript libraries, images, and Silverlight applications. ASPX files cannot be used as WebResources as no code can be processed and executed on the server directly. In this recipe, we will create an HTML WebResource that performs a simple area code and time zone lookup.

Getting ready

Navigate to the Settings area in Dynamics CRM 2011.

How to do it...

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

  1. Navigate to the Customization module in Dynamics CRM and click on the Customize the System link.

  2. This will launch the Solution Editor dialog showing the Default Solution for Dynamics CRM 2011. Click on the Web Resources link located in the left-hand navigation...