Book description
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.
- 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
-
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
- Preface
- 1. Viewing Dashboards
-
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
- 3. Creating a Dashboard
- 4. Sharing and Assigning Dashboards
- 5. Editing and Deleting Dashboards
- 6. Adding IFrames and WebResources to Dashboards
- 7. Advanced Dashboards
- 8. Creating a Chart
- 9. Advanced Chart XML
- A. Dashboard Examples
- Index
Product information
- Title: Microsoft Dynamics CRM 2011: Dashboards Cookbook
- Author(s):
- Release date: January 2012
- Publisher(s): Packt Publishing
- ISBN: 9781849684408
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