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

Creating a system chart

Many of the entities in Dynamics CRM come with predefined System charts. This recipe will show the reader how to create a new System chart that can be used as a visualization in Dynamics CRM.

Getting ready

This recipe is for users with the Administrator and/or System Customizer security roles. You will need to have access to the Settings area of Dynamics CRM.

How to do it...

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

  1. Navigate to the Customization section in the Settings area of Dynamics CRM. Click on the Customize the System link to open the default solution, as shown in the following screenshot:

  2. The Solution Explorer dialog showing the Default Solution for Dynamics CRM will open. Navigate through the Entities list and locate the Case entity. Within that entity, select the Charts link to see a listing of the available charts for the Case entity. Click on the New button in the toolbar to create a new chart:

  3. When the new chart dialog appears, specify...