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
- Customer Service Performance Dashboard
- 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
- 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
- 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
- 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...