Microsoft Dynamics CRM 2011: Dashboards Cookbook

Figuring out Dashboards in Microsoft Dynamic CRM doesn’t have to be complicated. The smart way to learn is by following these 50+ recipes that help you visualize your CRM data clearly and communicatively.

Microsoft Dynamics CRM 2011: Dashboards Cookbook

Mark AuCoin

Figuring out Dashboards in Microsoft Dynamic CRM doesn’t have to be complicated. The smart way to learn is by following these 50+ recipes that help you visualize your CRM data clearly and communicatively.
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Book Details

ISBN 139781849684408
Paperback266 pages

Book Description

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.

Table of Contents

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

What You Will Learn

  •  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

 

Authors

Table of Contents

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

Book Details

ISBN 139781849684408
Paperback266 pages
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