Microsoft Dynamics CRM 2011: Dashboards Cookbook

Description

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.

CONTENTS:

Preface

Chapter 1: Viewing Dashboards

Chapter 2: Interacting with Dashboards

Chapter 3: Creating a Dashboard

Chapter 4: Sharing and Assigning Dashboards

Chapter 5: Editing and Deleting Dashboards

Chapter 6: Adding IFrames and WebResources to Dashboards

Chapter 7: Advanced Dashboards

Chapter 8: Creating a Chart

Chapter 9: Advanced Chart XML

Appendix: Dashboard Examples

Index