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Microsoft Dynamics CRM 2011: Dashboards Cookbook

Book Description

Over 50 simple but incredibly effective recipes for creating, customizing and interacting with rich dashboards and charts to make the most of your Microsoft Dynamics CRM data.

  • 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.

  • 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.

    Table of Contents

    1. Microsoft Dynamics CRM 2011: Dashboards Cookbook
      1. Microsoft Dynamics CRM 2011: Dashboards Cookbook
      2. Credits
      3. About the Author
      4. About the Reviewers
      5. www.PacktPub.com
        1. Support files, eBooks, discount offers and more
          1. Why Subscribe?
          2. Free Access for Packt account holders
          3. Instant Updates on New Packt Books
      6. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Conventions
        5. Reader feedback
        6. Customer support
          1. Downloading the example code
          2. Errata
          3. Piracy
          4. Questions
      7. 1. Viewing Dashboards
        1. Introduction
        2. Creating a free Dynamics CRM 2011 Online account
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        3. Finding and selecting dashboards
          1. Getting ready
          2. How to do it...
          3. There's more...
            1. Microsoft Dynamics CRM Overview Dashboard
            2. Sales Activity Dashboard
            3. Sales Performance Dashboard
            4. Marketing Dashboard
            5. Customer Service Representative Dashboard
            6. Customer Service Performance Dashboard
            7. Customer Service Operations Dashboard
        4. Expanding and collapsing dashboard sections
          1. Getting ready
          2. How to do it...
          3. There's more...
        5. Changing your default CRM 2011 Dashboard
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        6. Making Dashboards your CRM 2011 homepage
          1. Getting ready
          2. How to do it...
      8. 2. Interacting with Dashboards
        1. Introduction
        2. Enlarging a chart to full screen
          1. Getting ready
          2. How to do it...
        3. Using the tooltips on a chart
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Tooltips for stacked bar charts
        4. Refreshing dashboard data
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Refreshing non-standard dashboard components
        5. Drilling down into a chart
          1. Getting ready
          2. How to do it...
          3. There's more...
            1. Getting back to the original chart
        6. Working with inline charts and filtered records
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Filtering data by performing a chart drilldown
          5. See also
        7. Searching for records in a list
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more…
            1. Searching against a view with multiple Find Columns
        8. Sorting records in a list
          1. Getting ready
          2. How to do it...
          3. There's more...
            1. How to sort a list by multiple columns
        9. Filtering records in a list
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Custom filtering on a text column
            2. Filtering on a Lookup type column
            3. Filtering on a Date column
        10. Changing the view for a dashboard list
          1. Getting ready
          2. How to do it...
          3. There's more...
      9. 3. Creating a Dashboard
        1. Introduction
        2. Creating a user dashboard
          1. Getting ready
          2. How to do it...
          3. How it works…
          4. There's more...
            1. 3-Column Regular Dashboard
            2. 3-Column Multi-Focused Dashboard
            3. 4-Column Overview Dashboard
            4. 2-Column Regular Dashboard
            5. 3-Column Overview Dashboard
            6. 3-Column Focused Dashboard
        3. Creating a system dashboard
          1. Getting ready
          2. How to do it...
          3. There's more...
            1. Publishing the system dashboard
        4. Changing the layout of your dashboard
          1. Getting ready
          2. How to do it...
          3. There's more…
        5. Adding a chart to your dashboard
          1. Getting ready
          2. How to do it...
          3. There's more...
            1. Where did the charts come from?
        6. Editing a chart on your dashboard
          1. Getting ready
          2. How to do it...
          3. There's more...
            1. Changing the name or label for the chart
            2. Changing the data source for the chart
            3. Changing the additional options
            4. Changing the chart being displayed
        7. Adding a list to a dashboard
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Where did the views come from?
        8. Editing a list on a dashboard
          1. Getting ready
          2. How to do it...
          3. There's more...
            1. Changing the name or label for the list
            2. Changing the data source for the list
            3. Changing the additional options
            4. Changing the chart options
      10. 4. Sharing and Assigning Dashboards
        1. Introduction
        2. Locating the user dashboards
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. The difference between user and system dashboards
        3. Sharing a user dashboard
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. What about those other permissions?
            2. Security roles and dashboards in Dynamics CRM
        4. Assigning a user dashboard
          1. Getting ready
          2. How to do it...
          3. How it works...
        5. Copying an existing dashboard
          1. Getting ready
          2. How to do it...
          3. How it works...
      11. 5. Editing and Deleting Dashboards
        1. Introduction
        2. Editing a user dashboard
          1. Getting ready
          2. How to do it...
          3. There's more...
            1. Security roles for editing user dashboards
        3. Editing a system dashboard
          1. Getting ready
          2. How to do it...
          3. There's more...
            1. Security roles for editing system dashboards
        4. Deleting a user dashboard
          1. Getting ready
          2. How to do it...
          3. How it works...
        5. Deleting a system dashboard
          1. Getting ready
          2. How to do it...
      12. 6. Adding IFrames and WebResources to Dashboards
        1. Introduction
        2. Adding an IFrame to a dashboard
          1. Getting ready
          2. How to do it...
          3. There's more...
            1. Displaying a label for the IFrame
            2. Passing object-type and GUID parameters
            3. Restricting cross-frame scripting and User dashboards
        3. Editing an IFrame component
          1. Getting ready
          2. How to do it...
        4. Creating an HTML WebResource component
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        5. Adding a WebResource to a dashboard
          1. Getting ready
          2. How to do it...
          3. There's more...
            1. Passing a custom parameter (data) to a WebResource
        6. Editing a WebResource component
          1. Getting ready
          2. How to do it...
      13. 7. Advanced Dashboards
        1. Introduction
        2. Exporting a dashboard from Dynamics CRM
          1. Getting ready
          2. How to do it...
        3. Creating a new dashboard layout using FormXML
          1. Getting ready
          2. How to do it...
          3. There's more…
            1. Using the FormXML.xsd schema file to validate customizations
            2. Understanding FormXML
        4. Importing a dashboard into Dynamics CRM
          1. Getting ready
          2. How to do it…
        5. Building a CRM Organization Overview dashboard
          1. Getting ready
          2. How to do it...
          3. There's more...
            1. Adding more than six components to a dashboard
        6. Installing the free Dashboard Reports control
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        7. Showing reports on a Dynamics CRM dashboard
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more....
      14. 8. Creating a Chart
        1. Introduction
        2. Creating a system chart
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Using the Top/Bottom Rule options
            2. Entities that support visualizations
        3. Creating a user chart
          1. Getting ready
          2. How to do it...
          3. There's more...
            1. Security Privileges needed to create user charts
            2. Locating user charts
            3. Editing a user chart
            4. Assigning user charts
            5. Sharing user charts
        4. Creating a stacked comparison chart
          1. Getting ready
          2. How to do it...
          3. There's more...
            1. Creating a 100% Stacked Column
            2. Chart types that support stacking
        5. Creating a multi-series chart
          1. Getting ready
          2. How to do it...
          3. There's more...
            1. Adding more series
            2. Set the Top/Bottom options for a series
            3. Changing the chart type for a series
            4. Removing a series
      15. 9. Advanced Chart XML
        1. Introduction
        2. Exporting a chart
          1. Getting ready
          2. How to do it...
          3. There's more...
            1. Exporting a user chart
        3. Importing a chart
          1. Getting ready
          2. How to do it...
          3. There's more...
            1. Importing a user chart
        4. Changing Axis labels and Series label formats
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Overview of the Chart XML Schema
            2. Series LabelFormat options
        5. Controlling chart colors and 3D appearance
          1. Getting ready
          2. How to do it...
            1. Controlling the color when dealing with multiple series
            2. Options when using 3D styles
        6. Using FetchXML to combine data in a chart
          1. Getting ready
          2. How to do it...
          3. There's more...
            1. Using Advanced Find to generate FetchXML
      16. A. Dashboard Examples
        1. Sales Dashboard
          1. Probability Adjusted Forecast
          2. Time to Close by Project Type
            1. Account Touch Points
            2. Opportunity Value by Project Type
        2. Service Dashboard
          1. Subject trends by Month
          2. Queue Wait Time SLA