Sign In Start Free Trial
Account

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Book Overview & Buying Microsoft Dynamics CRM 2011: Dashboards Cookbook
  • Table Of Contents Toc
  • Feedback & Rating feedback
Microsoft Dynamics CRM 2011: Dashboards Cookbook

Microsoft Dynamics CRM 2011: Dashboards Cookbook

2.8 (5)
close
close
Microsoft Dynamics CRM 2011: Dashboards Cookbook

Microsoft Dynamics CRM 2011: Dashboards Cookbook

2.8 (5)

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)
close
close
Microsoft Dynamics CRM 2011: Dashboards Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
2
Index

Importing a dashboard into Dynamics CRM


This recipe includes the steps required to import and publish a solution package that contains the edited dashboard layout from the previous recipe.

Getting ready

Once you have exported and edited the dashboard as outlined in the other recipes in this chapter, navigate to the Solutions section in the Dynamics CRM 2011 Settings area.

How to do it…

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

  1. Once you have navigated to the Solutions section in the Settings area, click on the Import button in the toolbar, as shown in the following screenshot:

  2. The Select Solution Package screen will appear and prompt you to locate the new compressed solution package file (.zip or .cab format) that you created earlier in the Creating a new Dashboard layout using FormXML recipe. Click on the Browse button to find your solution package and select it for import:

  3. After you have selected the .zip file and clicked on the Next button, the Solution Information screen...

Visually different images
CONTINUE READING
83
Tech Concepts
36
Programming languages
73
Tech Tools
Icon Unlimited access to the largest independent learning library in tech of over 8,000 expert-authored tech books and videos.
Icon Innovative learning tools, including AI book assistants, code context explainers, and text-to-speech.
Icon 50+ new titles added per month and exclusive early access to books as they are being written.
Microsoft Dynamics CRM 2011: Dashboards Cookbook
notes
bookmark Notes and Bookmarks search Search in title playlist Add to playlist font-size Font size

Change the font size

margin-width Margin width

Change margin width

day-mode Day/Sepia/Night Modes

Change background colour

Close icon Search
Country selected

Close icon Your notes and bookmarks

Confirmation

Modal Close icon
claim successful

Buy this book with your credits?

Modal Close icon
Are you sure you want to buy this book with one of your credits?
Close
YES, BUY

Submit Your Feedback

Modal Close icon
Modal Close icon
Modal Close icon