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

Installing the free Dashboard Reports control

Although it is possible to use an IFrame component on a Dynamics CRM dashboard to show an existing report, the team at Microsoft Dynamics Labs has released a free Dashboard Reports control for Microsoft Dynamics CRM 2011. Using this control instead of a standard IFrame creates a cleaner look to the final embedded report.

Getting ready

The Dashboard Reporting Control for Microsoft Dynamics CRM 2011 is freely available on the Microsoft Dynamics Marketplace website and works with both Dynamics CRM online and on-premise deployments. This recipe covers the steps to install and test the solution package.

How to do it...

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

  1. Navigate to the Settings area of Dynamics CRM 2011 Online. Go to the Dynamics Marketplace module located in the Customizations section. Once in the Dynamics Marketplace area, click on the More Solutions link, as shown in the following screenshot:

  2. The Microsoft Dynamics Marketplace...