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  • Book Overview & Buying Microsoft Dynamics CRM 2011: Dashboards Cookbook
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Microsoft Dynamics CRM 2011: Dashboards Cookbook

Microsoft Dynamics CRM 2011: Dashboards Cookbook

2.8 (5)
Buy this Book
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Microsoft Dynamics CRM 2011: Dashboards Cookbook

Microsoft Dynamics CRM 2011: Dashboards Cookbook

2.8 (5)
Buy this Book

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)
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Microsoft Dynamics CRM 2011: Dashboards Cookbook
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Microsoft Dynamics CRM 2011: Dashboards Cookbook
Credits
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Credits
About the Author
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About the Author
About the Reviewers
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About the Reviewers
www.PacktPub.com
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www.PacktPub.com
Preface
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Preface
Lock Free Chapter
1
Viewing Dashboards
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Viewing Dashboards
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Introduction
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Creating a free Dynamics CRM 2011 Online account
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Finding and selecting dashboards
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Expanding and collapsing dashboard sections
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Changing your default CRM 2011 Dashboard
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Making Dashboards your CRM 2011 homepage
2
Interacting with Dashboards
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Interacting with Dashboards
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Introduction
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Enlarging a chart to full screen
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Using the tooltips on a chart
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Refreshing dashboard data
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Drilling down into a chart
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Working with inline charts and filtered records
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Searching for records in a list
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Sorting records in a list
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Filtering records in a list
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Changing the view for a dashboard list
3
Creating a Dashboard
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Creating a Dashboard
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Introduction
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Creating a user dashboard
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Creating a system dashboard
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Changing the layout of your dashboard
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Adding a chart to your dashboard
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Editing a chart on your dashboard
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Adding a list to a dashboard
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Editing a list on a dashboard
4
Sharing and Assigning Dashboards
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Sharing and Assigning Dashboards
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Introduction
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Locating the user dashboards
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Sharing a user dashboard
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Assigning a user dashboard
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Copying an existing dashboard
5
Editing and Deleting Dashboards
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Editing and Deleting Dashboards
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Introduction
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Editing a user dashboard
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Editing a system dashboard
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Deleting a user dashboard
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Deleting a system dashboard
6
Adding IFrames and WebResources to Dashboards
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Adding IFrames and WebResources to Dashboards
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Introduction
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Adding an IFrame to a dashboard
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Editing an IFrame component
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Creating an HTML WebResource component
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Adding a WebResource to a dashboard
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Editing a WebResource component
7
Advanced Dashboards
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Advanced Dashboards
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Introduction
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Exporting a dashboard from Dynamics CRM
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Creating a new dashboard layout using FormXML
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Importing a dashboard into Dynamics CRM
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Building a CRM Organization Overview dashboard
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Installing the free Dashboard Reports control
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Showing reports on a Dynamics CRM dashboard
8
Creating a Chart
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Creating a Chart
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Introduction
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Creating a system chart
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Creating a user chart
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Creating a stacked comparison chart
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Creating a multi-series chart
9
Advanced Chart XML
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Advanced Chart XML
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Introduction
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Exporting a chart
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Importing a chart
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Changing Axis labels and Series label formats
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Controlling chart colors and 3D appearance
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Using FetchXML to combine data in a chart
1
Dashboard Examples
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Dashboard Examples
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Sales Dashboard
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Service Dashboard
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Index
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Index

About the Reviewers

Daniel Cai is an independent consultant specializing in Microsoft Dynamics CRM, .NET, and Business Intelligence solution development. He has years of professional experience in designing, developing, and delivering large-scale enterprise applications.

Daniel is a Microsoft Dynamics CRM MVP, and the founder of Tata Solutions, a specialized IT solution provider offering full-cycle Microsoft Dynamics CRM development and consulting services.

Daniel is a holder of several professional certificates including MCP, MCSE, MCDBA, MCSD, MCTS for Microsoft Dynamics CRM, and SCJP.

Daniel has a technical blog at http://danielcai.blogspot.com.

Mohamed Ibrahim Mostafa is a Technical Solutions Architect and Senior Consultant at CIBER. Mohamed comes with extensive Microsoft Dynamics CRM experience having worked on a large number of CRM implementations for projects of various sizes helping clients from different business sectors to implement successful solutions based on the platform. Mohamed is certified in Microsoft Dynamics CRM 3.0, CRM 4.0, and CRM 2011. He also comes with long experience in leading development teams and projects, and designing and architecting solutions with strong client-focused Consultancy skills. Mohamed is certified in several other Microsoft technologies and he is a most valuable professional (MVP) in Scribe Software.

Nicolae Tarla is a Senior Consultant with Navantis Inc. He is working with enterprise clients in America and Canada. Nicolae is focused on designing and implementing enterprise solutions for CRM, SharePoint and related .NET technologies. He is an integral part of the CRM community, contributing through his blog at nicolaet.wordpress.com.

Nicolae can be reached at .

I first want to thank Mark for giving me the opportunity to assist him with this project. He is always a source of inspiration. Of course, I want to thank my wife and daughter for supporting me and patiently accepting my extended hours of tinkering.

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