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
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Controlling chart colors and 3D appearance

Building on the lessons learned earlier in the chapter, this recipe will show the reader how to change the colors used in the chart, along with setting up a 3D appearance. By default, Dynamics CRM automatically decides which colors to use for the chart; however, certain colors can mean different things depending on the audience. You may even wish to use a corporate color palette so that all charts look similar. By setting custom palettes and colors the developer has control over this option.

Getting ready

This recipe assumes that you are working with the chart created earlier in the Exporting a chart recipe. This chapter also assumes that the reader has access to an XML editor such as Microsoft Visual Studio.

How to do it...

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

  1. Locate the exported Chart XML file (either System chart or user chart) that was created in the earlier recipe. Open the XML file in the editor of your choice.

  2. In the...