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
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Index

A

  • access rights / Security roles and dashboards in Dynamics CRM
  • Account SLA / Using FetchXML to combine data in a chart
  • Account Touch Points visualization / Account Touch Points
  • Add a series link / How to do it...
  • Additional Options section / Changing the additional options
  • Add Web Resource dialog / How to do it...
  • Advanced Find
    • using, for FetchXML generation / Using Advanced Find to generate FetchXML
  • Advance Find query tool / Using Advanced Find to generate FetchXML
  • AND/OR condition / There's more...
  • Axis labels
    • about / Changing Axis labels and Series label formats
    • modifying / How to do it...
    • working / How it works...

B

  • BackGradientStyle property / How to do it...

C

  • 2-Column Regular Dashboard / 2-Column Regular Dashboard
  • 3-Column Focused Dashboard / 3-Column Focused Dashboard
  • 3-Column Multi-Focused Dashboard / 3-Column Multi-Focused Dashboard
  • 3-Column Overview Dashboard / 3-Column Overview Dashboard
  • 3-Column Regular Dashboard / 3-Column Regular Dashboard
  • 4-Column Overview Dashboard / 4-Column Overview Dashboard
  • captcha characters
    • about / How to do it...
  • Case SLA Trending visualization
    • about / Case SLA Trending
    • dashboard screenshot / Case SLA Trending
  • chart
    • exporting / Exporting a chart, Getting ready, How to do it...
    • Export Chart command, using / Exporting a chart
    • User Chart, exporting / Exporting a user chart
    • importing / Importing a chart, How to do it...
    • User Chart, importing / Importing a user chart
  • chart, dashboard
    • adding to / Getting ready, How to do it..., There's more...
    • origin, searching / Where did the charts come from?
    • editing / Editing a chart on your dashboard, How to do it...
    • label, modifying / Changing the name or label for the chart
    • name, modifying / Changing the name or label for the chart
    • data source, modifying / Changing the data source for the chart
    • additional options, modifying / Changing the additional options
    • displayed chart, modifying / Changing the chart being displayed
  • chart colors
    • controlling / Controlling chart colors and 3D appearance, How to do it...
    • color, controlling / Controlling the color when dealing with multiple series
    • 3D styles using, options / Options when using 3D styles
  • chart drilldown
    • performing / Drilling down into a chart, How to do it...
    • used, for filtering data / Filtering data by performing a chart drilldown
  • Chart Options section / Changing the chart options
  • charts
    • enlarging, to full screen / Enlarging a chart to full screen, How to do it...
    • about / Using the tooltips on a chart, Introduction
    • tooltips feature, using on / Getting ready, How to do it..., How it works...
    • system charts, creating / Creating a system chart
    • user chart, creating / Creating a user chart
    • stacked comparison chart / Creating a stacked comparison chart
    • multi-series chart, creating / Creating a multi-series chart, How to do it...
    • series, adding / Adding more series
    • Top/Bottom options for series, selecting / Set the Top/Bottom options for a series
    • chart type, modifying / Changing the chart type for a series
    • series, removing / Removing a series
    • advanced chart XML / Introduction
  • chart tool / Introduction
  • Chart Type property / How to do it...
  • Chart XML Schema
    • overview / Overview of the Chart XML Schema
    • Series LabelFormat, options / Series LabelFormat options
  • Close button / How to do it...
  • Confirm Deletion dialog / How to do it...
  • CRM 2011 homepage
    • dashboards, setting as / Making Dashboards your CRM 2011 homepage, How to do it...
  • CRM organization overview dashboard
    • about / Building a CRM Organization Overview dashboard, How to do it..., There's more...
    • components, adding / Adding more than six components to a dashboard
  • Customer Service Operations Dashboard
    • about / Customer Service Operations Dashboard
  • Customer Service Performance Dashboard
    • about / Customer Service Performance Dashboard
  • Customer Service Representative Dashboard
    • about / Customer Service Representative Dashboard
  • custom filtering
    • performing, on text column / Custom filtering on a text column
  • customizationssolution.xml file / Using the FormXML.xsd schema file to validate customizations
  • Customize the System link / How to do it..., How to do it...
  • Custom Numeric Format Strings / Series LabelFormat options

D

  • 3D appearance
    • controlling / Controlling chart colors and 3D appearance, How to do it...
  • dashboard
    • layout, modifying / Changing the layout of your dashboard, How to do it..., There's more…
    • chart, adding to / Adding a chart to your dashboard
    • list, adding / Adding a list to a dashboard, How to do it...
    • list component, working / How it works..., There's more...
    • views, searching / Where did the views come from?
    • list, editing / Editing a list on a dashboard, How to do it..., There's more...
    • name for list, modifying / Changing the name or label for the list
    • data source for list, modifying / Changing the data source for the list
    • additional options, modifying / Changing the additional options
    • chart options, modifying / Changing the chart options
    • sharing / Introduction
    • assigning / Introduction
    • IFrame, adding / Adding an IFrame to a dashboard, Getting ready, How to do it...
    • WebResource, adding to / Adding a WebResource to a dashboard, How to do it..., There's more...
  • dashboard data
    • about / Refreshing dashboard data
    • refreshing / How to do it..., How it works...
  • Dashboard Editor screen / How to do it...
  • dashboard layout
    • creating, FormXML used / Getting ready, How to do it...
  • dashboard list
    • view, modifying for / Changing the view for a dashboard list, How to do it...
  • Dashboard Properties window / How to do it...
  • Dashboard Reporting Control / Getting ready
  • Dashboard Reports control
    • about / Installing the free Dashboard Reports control
    • availability / Getting ready
    • installing / How to do it...
    • working / How it works...
    • components, msdyn_ReportControl / How it works...
    • components, My Won, Lost, and Open Opportunities / How it works...
    • components,My Won, Lost, and Open Opportunities for CustomerID / How it works...
  • dashboards
    • about / Introduction
    • selecting / How to do it...
    • searching / How to do it...
    • Microsoft Dynamics CRM Overview Dashboard / Microsoft Dynamics CRM Overview Dashboard
    • Sales Activity Dashboard / Sales Activity Dashboard
    • Sales Performance Dashboard / Sales Performance Dashboard
    • Marketing Dashboard / Marketing Dashboard
    • Customer Service Representative Dashboard / Customer Service Representative Dashboard
    • Customer Service Performance Dashboard / Customer Service Performance Dashboard
    • Customer Service Operations Dashboard / Customer Service Operations Dashboard
    • sections, collapsing / Expanding and collapsing dashboard sections, How to do it..., There's more...
    • sections, expanding / Expanding and collapsing dashboard sections, How to do it..., There's more...
    • setting, as CRM 2011 homepage / Making Dashboards your CRM 2011 homepage, How to do it...
    • charts, enlarging to full screen / Enlarging a chart to full screen, How to do it...
    • tooltips feature, using on charts / Getting ready, How to do it..., How it works...
    • data, refreshing / How to do it..., How it works...
    • chart drilldown, performing / Drilling down into a chart, How to do it...
    • original charts, viewing / Getting back to the original chart
    • records, searching in list / Searching for records in a list, How to do it..., How it works...
    • records, sorting in list / Sorting records in a list, How to do it...
    • records, filtering in list / Getting ready, How to do it..., How it works...
  • dashboard sections
    • expanding / Expanding and collapsing dashboard sections, How to do it..., There's more...
    • collapsing / Expanding and collapsing dashboard sections, How to do it..., There's more...
  • Dashboards link / How to do it..., How to do it...
  • data
    • filtering, chart drilldown used / Filtering data by performing a chart drilldown
  • Date column
    • filtering on / Filtering on a Date column
  • default CRM 2011 Dashboard
    • modifying / Changing your default CRM 2011 Dashboard, How to do it...
  • Delete button / How to do it..., How to do it...
  • Display Chart Selection option / Changing the chart options
  • Display Index option / Changing the additional options
  • Display Search Box option / Changing the additional options
  • Download Fetch XML button / Using Advanced Find to generate FetchXML
  • Dynamics CRM / Adding an IFrame to a dashboard
    • security roles / Security roles and dashboards in Dynamics CRM
    • dashboards / Security roles and dashboards in Dynamics CRM
    • dashboard, exporting / Exporting a dashboard from Dynamics CRM, Getting ready, How to do it...
    • dashboard, importing into / Importing a dashboard into Dynamics CRM, How to do it…
  • Dynamics CRM 2011
    • dashboards / Introduction
    • dashboards, searching / How to do it...
    • dashboards, selecting / How to do it...
    • dashboards, modifying / Changing your default CRM 2011 Dashboard, How to do it...
  • Dynamics CRM 2011 chart controls
    • format strings / Series LabelFormat options
  • Dynamics CRM 2011 Online
    • free 30-day trial account, creating for / Creating a free Dynamics CRM 2011 Online account , How to do it...
  • Dynamics CRM dashboard
    • reports, displaying / Showing reports on a Dynamics CRM dashboard, How to do it...
    • Reporting Control, working / How it works..., There's more....
  • Dynamics CRM Overview dashboard / Getting ready

E

  • Edit button
    • editing / Security roles for editing user dashboards
  • Edit Component button / How to do it..., How to do it...
  • Edit Component ribbon button / How to do it...
  • Enlarge the chart option / Enlarging a chart to full screen, How to do it...
  • entity / Introduction
  • existing dashboard
    • copying / Copying an existing dashboard, How to do it...
    • working / How it works...
  • Export Chart button / Exporting a user chart
  • Export Chart command / Exporting a chart

F

  • FetchXML
    • using, for data combination in chart / Using FetchXML to combine data in a chart, How to do it...
    • genearting, Advanced Find used / Using Advanced Find to generate FetchXML
  • FetchXML file / Using Advanced Find to generate FetchXML
  • FetchXML syntax / Using FetchXML to combine data in a chart
  • Filter by specific Regarding option / Filtering on a Lookup type column
  • filtered records
    • working with / How to do it..., How it works...
  • filtering
    • about / Filtering records in a list
  • filters
    • about / There's more...
  • Find Column
    • about / How it works...
  • Fixed-Point format / How to do it...
  • FormXML / Introduction
    • using, for dashboard layout creating / Creating a new dashboard layout using FormXML, How to do it...
    • filename versioning / How to do it...
    • .xsd schema file, using for customization validation / Using the FormXML.xsd schema file to validate customizations
    • about / Understanding FormXML
  • FormXML.xsd schema file
    • customization, validating / Using the FormXML.xsd schema file to validate customizations
  • free 30-day trial account
    • creating, for Dynamics CRM 2011 Online / Creating a free Dynamics CRM 2011 Online account , How to do it...
  • full screen
    • chart, enlarging to / Enlarging a chart to full screen, How to do it...

G

  • GET STARTED! button / How to do it...
  • GUID values / How to do it...

H

  • Horizontal (Category) Axis Labels property / How to do it...
  • HTML WebResource component
    • about / Creating an HTML WebResource component
    • creating / Creating an HTML WebResource component, How to do it...
    • working / How it works...
  • HTTP / How to do it...
  • HTTPS / How to do it...

I

  • id parameter / Passing object-type and GUID parameters
  • IFrame
    • component, editing / Editing an IFrame component, How to do it...
  • IFrame, aading to dashboard
    • about / Adding an IFrame to a dashboard
    • steps / How to do it...
    • label, displaying / Displaying a label for the IFrame
    • object-type parameters, passing / Passing object-type and GUID parameters
    • GUID parameters, passing / Passing object-type and GUID parameters
    • cross-frame scripting, restricting / Restricting cross-frame scripting and User dashboards
    • User dashboards, restricting / Restricting cross-frame scripting and User dashboards
  • IFrame component
    • editing / Editing an IFrame component, How to do it...
  • IFrames / Introduction
  • Import Chart button / Importing a user chart
  • Importing Solution screen / How to do it...
  • Increase Height button / How to do it...
  • Increase Width button / How to do it...
  • Increase Width button / How to do it...
  • inline charts
    • working with / How to do it..., How it works...
  • Insert IFrame icon / How to do it...
  • Insert Web Resource link / How to do it...

L

  • Label field / Changing the name or label for the list
  • LabelFormat property / Series LabelFormat options
  • Label property / Changing the name or label for the chart
  • Launch CRM Online button / How to do it...
  • Leads by Source chart / How to do it...
  • Legend Entries (Series) property / How to do it...
  • LightStyle property / Options when using 3D styles
  • Line chart / How to do it...
  • list
    • records, searching in / Searching for records in a list, How to do it..., How it works...
    • records, sorting in / Sorting records in a list, How to do it...
    • sorting, by multiple columns / How to sort a list by multiple columns
    • records, filtering in / Getting ready, How to do it..., How it works...
  • list, adding to dashboard
    • about / Adding a list to a dashboard, How to do it...
    • working / How it works...
  • list, editiing on dashboard
    • data source, modifying / Changing the data source for the list
    • additional options, modifying / Changing the additional options
    • chart options, modifying / Changing the chart options
  • list, editing on dashboard
    • about / Editing a list on a dashboard, How to do it..., There's more...
    • name, modifying / Changing the name or label for the list
    • label, modifying / Changing the name or label for the list
  • Lookup type column
    • filtering on / Filtering on a Lookup type column

M

  • Marketing Dashboard
    • about / Marketing Dashboard
  • Microsoft Azure cloud
    • about / How it works...
  • Microsoft Dynamics CRM 2011
    • filetypes / There's more...
  • Microsoft Dynamics CRM 2011 SDK / Using the FormXML.xsd schema file to validate customizations
  • Microsoft Dynamics CRM Overview Dashboard
    • about / Microsoft Dynamics CRM Overview Dashboard
  • Microsoft Dynamics Marketplace website / Getting ready
  • Microsoft FUSE Labs Social Gadget / Adding an IFrame to a dashboard
  • Missing Required Components screen / How to do it...
  • multiple columns
    • list, sorting with / How to sort a list by multiple columns
  • multiple Find Columns
    • view, searching against with / Searching against a view with multiple Find Columns

N

  • .NET 3.5 Framework / How it works...
  • name property / How to do it...
  • non-standard dashboard components
    • refreshing / Refreshing non-standard dashboard components

O

  • Opportunity Estimated Revenue data / How it works...
  • Opportunity Value by Project Type visualization / Opportunity Value by Project Type
  • Option Set field / How it works...
  • orglcid parameter / Passing object-type and GUID parameters
  • orgname parameter / Passing object-type and GUID parameters
  • original chart
    • viewing / Getting back to the original chart

P

  • PaletteCustomColors property / How to do it...
  • Palette property / How to do it...
  • PalletCustomColors property / Controlling the color when dealing with multiple series
  • performance warning / Adding more than six components to a dashboard
  • Perspective property / Options when using 3D styles
  • PointDepth property / Options when using 3D styles
  • Preview button / How to do it...
  • Probability Adjusted Forecast visualization / Probability Adjusted Forecast
  • Publish All Customizations button / How to do it…

Q

  • queue / Queue Wait Time SLA
  • queue items / Queue Wait Time SLA
  • Queue Wait Time SLA visualization / Queue Wait Time SLA

R

  • records
    • searching, in list / Searching for records in a list, How to do it..., How it works...
    • sorting, in list / Sorting records in a list, How to do it...
    • filtering, in list / Getting ready, How to do it..., How it works...
  • Refresh Chart button / How to do it...
  • Refresh list function / How it works...
  • Refresh the chart option / How to do it...
  • Remove button / How to do it...
  • Replace button / How to do it...
  • Restrict cross-frame scripting option / How to do it...

S

  • 100% Stacked Column option / Creating a 100% Stacked Column
  • Sales Activity Dashboard
    • about / Sales Activity Dashboard
  • Sales dashboard
    • about / Sales Dashboard
    • Probability Adjusted Forecast visualizaton / Probability Adjusted Forecast
    • Time to Close by Project Type visualization / Time to Close by Project Type
  • Sales Performance Dashboard
    • about / Sales Performance Dashboard
  • Sales Pipeline funnel chart / How to do it...
  • Save As method / How it works...
  • Search button / How to do it...
  • Select Dashboard Layout dialog / How to do it..., How to do it...
  • Series label formats
    • about / Changing Axis labels and Series label formats
    • modifying / How to do it...
    • working / How it works...
    • Chart XML Schema / There's more...
  • Service Dashboard
    • about / Service Dashboard
    • Suject trends by Month visualization / Subject trends by Month
  • Set Personal Options dialog
    • about / How to do it...
  • Show Chart Only option / Changing the chart being displayed, Changing the chart options
  • SLA
    • about / Service Dashboard
  • Software-As-A-Service-based / How it works...
  • Solution Editor dialog / How to do it...
  • Solution Explorer dialog / How to do it...
  • Solution Information screen / How to do it…
  • solution package / Importing a dashboard into Dynamics CRM
  • stacked bar charts
    • tooltips feature / Tooltips for stacked bar charts
  • stacked comparison chart
    • about / Creating a stacked comparison chart
    • creating, steps / Getting ready, How to do it...
    • 100% Stacked Column, creating / Creating a 100% Stacked Column
    • 100% Stacked Column, cretaing / Creating a 100% Stacked Column
    • stacking-supported types / Chart types that support stacking
  • stacking-supported types
    • coulmn type / Chart types that support stacking
    • bar type / Chart types that support stacking
    • area type / Chart types that support stacking
  • Standard DateTime Format Strings / Series LabelFormat options
  • Standard Numeric Format Strings / Series LabelFormat options
  • Subject trends by Month visualization
    • about / Subject trends by Month
  • System Administrator / Creating a system dashboard
  • system chart
    • about / Creating a system chart, Getting ready
    • creating, steps / How to do it...
    • working / How it works..., There's more...
    • Top/Bottom Rules option, using / Using the Top/Bottom Rule options
    • visualization supporting, custom entities / Entities that support visualizations
    • visualization supporting, system entities / Entities that support visualizations
  • System Customizer / Creating a system dashboard
  • system dashboard
    • creating / Creating a system dashboard, How to do it...
    • publishing / Publishing the system dashboard
    • user dashboards, differentiating between / The difference between user and system dashboards
    • editing / Editing a system dashboard, How to do it...
    • about / Editing a system dashboard, Deleting a system dashboard, How to do it...
    • editing, security roles / Security roles for editing system dashboards
  • System Form entity / Security roles for editing system dashboards

T

  • text column
    • custom filtering, performing on / Custom filtering on a text column
  • Time to Close by Project Type visualization / Time to Close by Project Type
    • about / Time to Close by Project Type, Account Touch Points
    • Account Touch Points / Account Touch Points
    • Opportunity Value by Project Type / Opportunity Value by Project Type
  • tooltips feature
    • about / Using the tooltips on a chart
    • using, on charts / Getting ready, How to do it..., How it works...
  • tooltips feature, stacked bar charts / Tooltips for stacked bar charts
  • Top/Bottom option / Set the Top/Bottom options for a series
  • TRY NOW! button / How to do it...
  • typename parameter / Passing object-type and GUID parameters
  • type parameter / Passing object-type and GUID parameters

U

  • Unmanaged option / How to do it...
  • user chart
    • creating / Getting ready, How to do it..., There's more...
    • creating,security privileges used / Security Privileges needed to create user charts
    • locating / Locating user charts
    • editing / Editing a user chart
    • assigning / Assigning user charts
    • sharing / Sharing user charts
  • User Chart
    • exporting / Exporting a user chart
    • importing / Importing a user chart
  • user dashboard
    • about / Creating a user dashboard, Deleting a user dashboard
    • creating / How to do it...
    • working / How it works…, How it works..., How it works..., How it works...
    • 3-Column Regular Dashboard / 3-Column Regular Dashboard
    • 3-Column Multi-Focused Dashboard / 3-Column Multi-Focused Dashboard
    • 4-Column Overview Dashboard / 4-Column Overview Dashboard
    • 2-Column Regular Dashboard / 2-Column Regular Dashboard, 3-Column Overview Dashboard
    • 3-Column Focused Dashboard / 3-Column Focused Dashboard
    • locating / Locating the user dashboards, How to do it...
    • system dashboards, differentiating between / The difference between user and system dashboards
    • sharing / Sharing a user dashboard, How to do it..., How it works...
    • Read permissions / What about those other permissions?
    • Write permission / What about those other permissions?
    • Delete permission / What about those other permissions?
    • Assign permission / What about those other permissions?
    • share permission / What about those other permissions?
    • assigning / Assigning a user dashboard, How to do it...
    • editing / Editing a user dashboard, How to do it...
    • editing, security roles / Security roles for editing user dashboards
    • deleting / How to do it...
  • User Dashboard entity / Security roles for editing user dashboards
  • userlcid parameter / Passing object-type and GUID parameters

V

  • view
    • searching, against with multiple Find Columns / Searching against a view with multiple Find Columns
    • modifying, for dashboard list / Changing the view for a dashboard list, How to do it...
  • View Selector drop-down / Changing the additional options
  • View used for chart preview property / How to do it...

W

  • Wave style / Time to Close by Project Type
  • WebResource
    • adding, to dashboard / Adding a WebResource to a dashboard, How to do it..., There's more...
    • data parameter, passing / Passing a custom parameter (data) to a WebResource
    • component, editing / Editing a WebResource component, How to do it...
  • WebResource component
    • editing / Getting ready, How to do it...
  • WebResources / Introduction
  • Windows Live ID
    • creating / Getting ready
  • Windows PowerShell command / Adding more than six components to a dashboard
  • WYSIWYG editor / There's more…

X

  • X icon / Removing a series
  • XML files
    • solution.xml files / How to do it...
    • [Content_Types].xml files / How to do it...
    • customizations.xml files / How to do it...