Microsoft Dynamics CRM 2011: Dashboards Cookbook
eBook - ePub

Microsoft Dynamics CRM 2011: Dashboards Cookbook

  1. 266 pages
  2. English
  3. ePUB (mobile friendly)
  4. Available on iOS & Android
eBook - ePub

Microsoft Dynamics CRM 2011: Dashboards Cookbook

About this book

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.

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Yes, you can access Microsoft Dynamics CRM 2011: Dashboards Cookbook by Mark AuCoin in PDF and/or ePUB format, as well as other popular books in Informatica & Database. We have over one million books available in our catalogue for you to explore.

Information

Publisher
Packt Publishing
Year
2012
eBook ISBN
9781849684408
Edition
1
Topic
Informatica
Subtopic
Database

Microsoft Dynamics CRM 2011: Dashboards Cookbook

Table of Contents

Microsoft Dynamics CRM 2011: Dashboards Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Support files, eBooks, discount offers and more
Why Subscribe?
Free Access for Packt account holders
Instant Updates on New Packt Books
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the example code
Errata
Piracy
Questions
1. Viewing Dashboards
Introduction
Creating a free Dynamics CRM 2011 Online account
Getting ready
How to do it...
How it works...
There's more...
Finding and selecting dashboards
Getting ready
How to do it...
There's more...
Microsoft Dynamics CRM Overview Dashboard
Sales Activity Dashboard
Sales Performance Dashboard
Marketing Dashboard
Customer Service Representative Dashboard
Customer Service Performance Dashboard
Customer Service Operations Dashboard
Expanding and collapsing dashboard sections
Getting ready
How to do it...
There's more...
Changing your default CRM 2011 Dashboard
Getting ready
How to do it...
How it works...
There's more...
Making Dashboards your CRM 2011 homepage
Getting ready
How to do it...
2. Interacting with Dashboards
Introduction
Enlarging a chart to full screen
Getting ready
How to do it...
Using the tooltips on a chart
Getting ready
How to do it...
How it works...
There's more...
Tooltips for stacked bar charts
Refreshing dashboard data
Getting ready
How to do it...
How it works...
There's more...
Refreshing non-standard dashboard components
Drilling down into a chart
Getting ready
How to do it...
There's more...
Getting back to the original chart
Working with inline charts and filtered records
Getting ready
How to do it...
How it works...
There's more...
Filtering data by performing a chart drilldown
See also
Searching for records in a list
Getting ready
How to do it...
How it works...
There's more…
Searching against a view with multiple Find Columns
Sorting records in a list
Getting ready
How to do it...
There's more...
How to sort a list by multiple columns
Filtering records in a list
Getting ready
How to do it...
How it works...
There's more...
Custom filtering on a text column
Filtering on a Lookup type column
Filtering on a Date column
Changing the view for a dashboard list
Getting ready
How to do it...
There's more...
3. Creating a Dashboard
Introduction
Creating a user dashboard
Getting ready
How to do it...
How it works…
There's more...
3-Column Regular Dashboard
3-Column Multi-Focused Dashboard
4-Column Overview Dashboard
2-Column Regular Dashboard
3-Column Overview Dashboard
3-Column Focused Dashboard
Creating a system dashboard
Getting ready
How to do it...
There's more...
Publishing the system dashboard
Changing the layout of your dashboard
Getting ready
How to do it...
There's more…
Adding a chart to your dashboard
Getting ready
How to do it...
There's more...
Where did the charts come from?
Editing a chart on your dashboard
Getting ready
...

Table of contents

  1. Microsoft Dynamics CRM 2011: Dashboards Cookbook