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

Importing a chart

If you have exported and edited a chart outside of Dynamics CRM, then you will need to import the chart back into Dynamics CRM before you can use it. This recipe includes the steps needed to import a chart back into Dynamics CRM.


The main part of this recipe shows how to import a System chart, and the There's more... section describes how to do the same for a user chart.

Getting ready

In order to export a System chart, you must be logged in as a System Administrator or have the Customizer Security Role.

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.

  2. Locate the Case entity in the left navigation of the Solution Explorer dialog. View the Charts listing for the entity and click on the Import Chart option in the More Actions menu, as shown in the following screenshot:

  3. The Import Chart dialog will appear...