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 user chart

Creating charts in Dynamics CRM is not limited to only the Administrator and System Customizer security roles. Standard users of Dynamics CRM can also create User charts that are managed and viewed by the individual user. This recipe shows how a standard user can create a User chart.

Getting ready

In order for a non-admin user to create a User chart, they will need to have the User chart security privilege as part of their assigned CRM Security Role. Refer to the There's more… section of this recipe for further details.

How to do it...

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

  1. Start by navigating to the Cases section in the Service area of Dynamics CRM. You will see case records in the My Active Cases view. Now, along the top ribbon toolbar, click on the Charts tab, as shown in the following screenshot:

  2. From the ribbon, click the New Chart button. A new tab will open on the ribbon, named Chart Tools Design. The Chart Designer will also appear on the...