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

Building a CRM Organization Overview dashboard

Throughout this chapter, we have been working towards creating a new dashboard layout that supports three tab areas with a total of six dashboard components. In this recipe, we will configure an organization overview dashboard that shows three tabs of information.

Getting ready

Use the CRM Organization Overview Dashboard solution package created earlier in this chapter by navigating to the Dashboards list.

How to do it...

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

  1. Open the CRM Organization Overview Dashboard from the solution package. This will launch the Dynamics CRM Dashboard Editor screen. The dashboard will have three main tabs with one section in each tab.

  2. Select the first tab and click on the Edit Component button located in the toolbar, as shown in the following screenshot:

  3. The Tab Properties dialog will appear. Change the Label field value to Sales and then click on the OK button:

  4. In the Sales tab, select the third component...