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

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...