Appendix A. Dashboard Examples
The appendix for this book includes two dashboards that use some advanced ChartXML
and FetchXML
to build charts that you don't find out-of-the-box with Dynamics CRM. Hopefully, they will be useful and provide you with ideas of your own to extend the charting and dashboard experience. The two dashboards that we will be looking at are:
- Sales Dashboard
- Service Dashboard
Sales Dashboard
Instead of showing the standard out-of-the-box charts on a sales dashboard, this chapter will show some new custom-built charts using the techniques mentioned in Chapter 9, Advanced Chart XML. The list control on the dashboard is just a simple view of the user's Open Activities records, as shown in the following screenshot:
Probability Adjusted ...
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