Microsoft Dynamics CRM 2011: Dashboards Cookbook

Microsoft Dynamics CRM 2011: Dashboards Cookbook
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Table of Contents
Sample Chapters
  • 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 : 9781849684408
Author(s) : Mark AuCoin
Topics and Technologies : All Books, Enterprise Products and Platforms, Cookbooks, CRM, Microsoft Dynamics, Enterprise, Microsoft

Table of Contents

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
  • 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 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

                      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.

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                      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


                      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.


                      “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.

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