Microsoft Dynamics CRM 2011: Dashboards Cookbook. Figuring out Dashboards in Microsoft Dynamic CRM doesn’t have to be complicated. The smar Tychy

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 Cookbookù 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 Cookbookù, you will be fully equipped to take advantage of the exciting new Dashboards features of Dynamics CRM 2011. Spis treści: 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... Theres 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 How to do it... There's more... Changing the name or label for the chart Changing the data source for the chart Changing the additional options Changing the chart being displayed Adding a list to a dashboard Getting ready How to do it... How it works... There's more... Where did the views come from? Editing a list on a dashboard Getting ready How to do it... There's more... Changing the name or label for the list Changing the data source for the list Changing the additional options Changing the chart options 4. Sharing and Assigning Dashboards Introduction Locating the user dashboards Getting ready How to do it... How it works... There's more... The difference between user and system dashboards Sharing a user dashboard Getting ready How to do it... How it works... There's more... What about those other permissions? Security roles and dashboards in Dynamics CRM Assigning a user dashboard Getting ready How to do it... How it works... Copying an existing dashboard Getting ready How to do it... How it works... 5. Editing and Deleting Dashboards Introduction Editing a user dashboard Getting ready How to do it... There's more... Security roles for editing user dashboards Editing a system dashboard Getting ready How to do it... There's more... Security roles for editing system dashboards Deleting a user dashboard Getting ready How to do it... How it works... Deleting a system dashboard Getting ready How to do it... 6. Adding IFrames and WebResources to Dashboards Introduction Adding an IFrame to a dashboard Getting ready How to do it... There's more... Displaying a label for the IFrame Passing object-type and GUID parameters Restricting cross-frame scripting and User dashboards Editing an IFrame component Getting ready How to do it... Creating an HTML WebResource component Getting ready How to do it... How it works... There's more... Adding a WebResource to a dashboard Getting ready How to do it... There's more... Passing a custom parameter (data) to a WebResource Editing a WebResource component Getting ready How to do it... 7. Advanced Dashboards Introduction Exporting a dashboard from Dynamics CRM Getting ready How to do it... Creating a new dashboard layout using FormXML Getting ready How to do it... There's more Using the FormXML.xsd schema file to validate customizations Understanding FormXML Importing a dashboard into Dynamics CRM Getting ready How to do it Building a CRM Organization Overview dashboard Getting ready How to do it... There's more... Adding more than six components to a dashboard Installing the free Dashboard Reports control Getting ready How to do it... How it works... There's more... Showing reports on a Dynamics CRM dashboard Getting ready How to do it... How it works... There's more.... 8. Creating a Chart Introduction Creating a system chart Getting ready How to do it... How it works... There's more... Using the Top/Bottom Rule options Entities that support visualizations Creating a user chart Getting ready How to do it... There's more... Security Privileges needed to create user charts Locating user charts Editing a user chart Assigning user charts Sharing user charts Creating a stacked comparison chart Getting ready How to do it... There's more... Creating a 100% Stacked Column Chart types that support stacking Creating a multi-series chart Getting ready How to do it... There's more... Adding more series Set the Top/Bottom options for a series Changing the chart type for a series Removing a series 9. Advanced Chart XML Introduction Exporting a chart Getting ready How to do it... There's more... Exporting a user chart Importing a chart Getting ready How to do it... There's more... Importing a user chart Changing Axis labels and Series label formats Getting ready How to do it... How it works... There's more... Overview of the Chart XML Schema Series LabelFormat options Controlling chart colors and 3D appearance Getting ready How to do it... Controlling the color when dealing with multiple series Options when using 3D styles Using FetchXML to combine data in a chart Getting ready How to do it... There's more... Using Advanced Find to generate FetchXML A. Dashboard Examples Sales Dashboard Probability Adjusted Forecast Time to Close by Project Type Account Touch Points Opportunity Value by Project Type Service Dashboard Subject trends by Month Case SLA Trending Queue Wait Time SLA Index