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Microsoft Dynamics CRM 2011 dashboards cookbook : over 50 simple but incredibly effective recipes for creating, customizing, and interacting with rich dashboards and charts
- Author / Creator
- Available as
- Online
- Summary
-
Microsoft Dynamics CRM 2011: Dashboards Cookbook is packed with practical step-by-step recipes covering tasks which utilize all of the new dashboard features of Dynamics CRM 2011. If you are a deve...
Microsoft Dynamics CRM 2011: Dashboards Cookbook is packed with practical step-by-step recipes covering tasks which utilize all of the new dashboard features of Dynamics CRM 2011. If you are a developer who is excited about creating, customizing, and designing Dashboards in Dynamics CRM 2011, this book is for you. You should be comfortable with general Dynamics CRM functionality for this or a previous release. This book may also be valuable to End Users and Power Users interested in the new Dashboard features of this release.
Details
- Creator
- Mark AuCoin
- Format
- Books
- Language
- English
- Publication
-
- 1st edition
- Birmingham, U.K. : Packt Pub., 2012
- Physical Details
-
- 1 online resource (266 p.)
- text file
- ISBNs
- 1283453428, 9786613453426, 1849684413, 1849684405
- OCLC
- ocn796384674
- "Quick answers to common problems"--Cover.
- Includes index.
- English
- Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Preface; Chapter 1: Viewing Dashboards; Introduction; Creating a free Dynamics CRM 2011 Online account; Finding and selecting dashboards; Expanding and collapsing dashboard sections; Changing your default CRM 2011 Dashboard; Making Dashboards your CRM 2011 homepage; Chapter 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 listSorting records in a list; Filtering records in a list; Changing the view for a dashboard list; Chapter 3: Creating a Dashboard; Introduction; Creating a user dashboard; Creating a system dashboard; Changing the layout of your dashboard; Adding a chart to your dashboard; Editing a chart on your dashboard; Adding a list to a dashboard; Editing a list on a dashboard; Chapter 4: Sharing and Assigning Dashboards; Introduction; Locating the user dashboards; Sharing a user dashboard; Assigning a user dashboard; Copying an existing dashboard
- Chapter 5: Editing and Deleting DashboardsIntroduction; Editing a user dashboard; Editing a system dashboard; Deleting a user dashboard; Deleting a system dashboard; Chapter 6: Adding IFrames and WebResources to Dashboards; Introduction; Adding an IFrame to a dashboard; Editing an IFrame component; Creating an HTML WebResource component; Adding a WebResource to a dashboard; Editing a WebResource component; Chapter 7: Advanced Dashboards; Introduction; Exporting a dashboard from Dynamics CRM; Creating a new dashboard layout using FormXML; Importing a dashboard into Dynamics CRM
- Building a CRM Organization Overview dashboardInstalling the free Dashboard Reports control; Showing reports on a Dynamics CRM dashboard; Chapter 8: Creating a Chart; Introduction; Creating a system chart; Creating a user chart; Creating a stacked comparison chart; Creating a multi-series chart; Chapter 9: Advanced Chart XML; Introduction; Exporting a chart; Importing a chart; Changing Axis labels and Series label formats; Controlling chart colors and 3D appearance; Using FetchXML to combine data in a chart; Appendix: Dashboard Examples; Sales Dashboard; Service Dashboard; Index