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

Showing reports on a Dynamics CRM dashboard

The previous recipe, Installing the free Dashboard Reports control, showed the reader how to install and test the CRM Dashboard Reporting control. This recipe will create a new User dashboard and add the reporting control while learning about the various features.

Getting ready

In order to complete this recipe, the user must have installed the Dashboard Reporting Control for Microsoft Dynamics CRM 2011 solution package as outlined in the previous recipe.

How to do it...

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

  1. Select the Dashboards link from the Workplace area and click on the New button to create a new User dashboard:

  2. The Select Dashboard Layout dialog will appear; select the 3-Column Overview Dashboard layout and click on the Create button, as shown in the following screenshot:

  3. For the Name of the new dashboard, enter Sales Pipeline Dashboard and then click on the Save button:

  4. Customize the first tab of the dashboard by changing...