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

Sales Dashboard

Instead of showing the standard out-of-the-box charts on a sales dashboard, this chapter will show some new custom-built charts using the techniques mentioned in Chapter 9, Advanced Chart XML. The list control on the dashboard is just a simple view of the user's Open Activities records, as shown in the following screenshot:

Probability Adjusted Forecast

The Probability Adjusted Forecast visualization uses a multi-series column chart to report on open Opportunity records. As shown in the following screenshot, the first series (in blue) is the Estimated Revenue Value. The second series (in yellow) is a custom field added to the Opportunity entity named Probability Adjusted Value. Since FetchXML is not able to generate calculated fields, (such as the Probability Adjusted Value), a workflow was built that is triggered when the Estimated Revenue Value or Probability fields change, and recalculates the Probability Adjusted Value. Some of the Opportunity charts that come standard with Dynamics CRM allow you to compare Estimated vs. Actual revenue values. However, this is an example of how a multi-series chart can compare other values as well, including custom fields:

Time to Close by Project Type

The Time to Close by Project Type visualization is a bar chart that groups Opportunities by a custom Project Type option set and calculates the average Estimated Days Open field. The custom Estimated Days Open field is the difference between the Created Date and Estimated Close Date values. The idea was to show the average of how long each of these project types takes to close. The chart uses the optional ScaleBreakStyle element in the Chart XML to better present the data by avoiding large gaps when there are big differences in the data. This element goes into the AxisY element in the Chart XML:

<ScaleBreakStyle Enabled="True" BreakLineStyle="Wave" Spacing="2" CollapsibleSpaceThreshold="50" />

There are some interesting parameters available to help customize this option. In this example a Wave style was used with a threshold of 50, which means if there is a difference in bar values greater than 50%, show a scale break that looks like a wave. This is shown in the following screenshot:

Account Touch Points

The Account Touch Points visualization uses a stacked bar chart, similar to the chart shown in Chapter 8, Creating a Chart to show how many Activities have been tracked against the salesperson's accounts over the last 12 months. The Y Axis counts the total number of Activities, where the X axis groups by account and then stacks by Activity type (filtered on phone calls, e-mails and appointments), as shown in the following screenshot:

Opportunity Value by Project Type

The Opportunity Value by Project Type visualization is a 3D doughnut chart that groups open Opportunities by the custom Project Type option set field, as shown in the following screenshot: