Microsoft Dynamics CRM 2011: Dashboards Cookbook

Mark AuCoin

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Microsoft Dynamics CRM 2011: Dashboards Cookbook

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Overview

Table of Contents

The Author

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Take advantage of all of the latest Dynamics CRM dashboard features for visualizing your most important data at a glance.
Understand how iFrames, chart customizations, advanced WebResources and more can improve your dashboards in Dynamics CRM by using this book and eBook.
A highly practical cookbook bursting with a range of exciting task-based recipes for mastering Microsoft Dynamics CRM 2011 Dashboards.

Book Details

Language : English
Paperback : 266 pages [ 235mm x 191mm ]
Release Date : January 2012
ISBN : 1849684405
ISBN 13 : 978-1-84968-440-8
Author(s) : Mark AuCoin
Topics and Technologies : All Books, Cookbooks, CRM, Microsoft Dynamics, Enterprise, Microsoft

Preface
Chapter 1: Viewing Dashboards
Chapter 2: Interacting with Dashboards
Chapter 3: Creating a Dashboard
Chapter 4: Sharing and Assigning Dashboards
Chapter 5: Editing and Deleting Dashboards
Chapter 6: Adding IFrames and WebResources to Dashboards
Chapter 7: Advanced Dashboards
Chapter 8: Creating a Chart
Chapter 9: Advanced Chart XML
Appendix: Dashboard Examples
Index

Preface

Chapter 1: Viewing Dashboards

Introduction
Creating a free Dynamics CRM 2011 Online account
Finding and selecting dashboards
Expanding and collapsing dashboard sections
Changing your default CRM 2011 Dashboard
Making Dashboards your CRM 2011 homepage

Chapter 2: Interacting with Dashboards

Introduction
Enlarging a chart to full screen
Using the tooltips on a chart
Refreshing dashboard data
Drilling down into a chart
Working with inline charts and filtered records
Searching for records in a list
Sorting records in a list
Filtering records in a list
Changing the view for a dashboard list

Chapter 3: Creating a Dashboard

Introduction
Creating a user dashboard
Creating a system dashboard
Changing the layout of your dashboard
Adding a chart to your dashboard
Editing a chart on your dashboard
Adding a list to a dashboard
Editing a list on a dashboard

Chapter 4: Sharing and Assigning Dashboards

Introduction
Locating the user dashboards
Sharing a user dashboard
Assigning a user dashboard
Copying an existing dashboard

Chapter 5: Editing and Deleting Dashboards

Introduction
Editing a user dashboard
Editing a system dashboard
Deleting a user dashboard
Deleting a system dashboard

Chapter 6: Adding IFrames and WebResources to Dashboards

Introduction
Adding an IFrame to a dashboard
Editing an IFrame component
Creating an HTML WebResource component
Adding a WebResource to a dashboard
Editing a WebResource component

Chapter 7: Advanced Dashboards

Introduction
Exporting a dashboard from Dynamics CRM
Creating a new dashboard layout using FormXML
Importing a dashboard into Dynamics CRM
Building a CRM Organization Overview dashboard
Installing the free Dashboard Reports control
Showing reports on a Dynamics CRM dashboard

Chapter 8: Creating a Chart

Introduction
Creating a system chart
Creating a user chart
Creating a stacked comparison chart
Creating a multi-series chart

Chapter 9: Advanced Chart XML

Introduction
Exporting a chart
Importing a chart
Changing Axis labels and Series label formats
Controlling chart colors and 3D appearance
Using FetchXML to combine data in a chart

Appendix: Dashboard Examples

Sales Dashboard
Service Dashboard

Index

Mark AuCoin

Having been in the industry since 1992, Mark AuCoin has been involved in many different software projects. Starting out in application development, he learned about business needs while building robust client/server and ERP systems using Microsoft and Java development tools. Migrating to the internet, he was able to leverage his years of database and reporting skills to create business class web-enabled applications. Then a funny thing happened – Microsoft CRM. Mark was impressed with the ability to focus more on the business needs and “what” needs to get done instead of worrying so much about “how” it was going to get done. Since diving into Dynamics CRM in 2006, Mark took his own Dynamics CRM mobile solution to market, attained Microsoft Virtual Technical Specialist status for CRM and is a CRM Solution Specialist for Navantis Inc, which won the 2010 CRM Solution Partner of the Year award from Microsoft Canada.

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Sample chapters

You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

Find your book in our support section to find errata and to download code samples.

What you will learn from this book

Quickly get up and running with navigation and basic interaction with Dashboards in the Dynamics CRM 2011 interface
Drill down and focus on slices of data that are represented in Dashboard Charts
Learn to filter and sort data records when viewed in combination with a Chart component
Master both the creation of a new User Dashboard and personalizing the layouts of an existing Dashboard
Take advantage of sharing and assigning User Dashboards to other CRM users and teams
Manipulate your User Dashboard by editing Chart and List components
Tackle working with iFrames, WebResources, XML and SSRS from a Dashboard
Extend the data on your dashboard with advanced Chart XML

Special Offers

PacktLib gives you access to this and 600+ other titles with an annual or monthly subscription.

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In Detail

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” 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”, you will be fully equipped to take advantage of the exciting new Dashboards features of Dynamics CRM 2011.

Approach

“Microsoft Dynamics CRM 2011: Dashboards Cookbook” is packed with practical step-by-step recipes covering tasks which utilize all of the new dashboard features of Dynamics CRM 2011.

Who this book is for

If you are a developer who is excited about creating, customizing, and designing Dashboards in Dynamics CRM 2011, this book is for you.

You should be comfortable with general Dynamics CRM functionality for this or a previous release.
This book may also be valuable to End Users and Power Users interested in the new Dashboard features of this release.