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Table of 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

Preface
Up
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
Up
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 list
Sorting records in a list
Filtering records in a list
Changing the view for a dashboard list
Up
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
Up
Chapter 4: Sharing and Assigning Dashboards
Introduction
Locating the user dashboards
Sharing a user dashboard
Assigning a user dashboard
Copying an existing dashboard
Up
Chapter 5: Editing and Deleting Dashboards
Introduction
Editing a user dashboard
Editing a system dashboard
Deleting a user dashboard
Deleting a system dashboard
Up
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
Up
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 dashboard
Installing the free Dashboard Reports control
Showing reports on a Dynamics CRM dashboard
Up
Chapter 8: Creating a Chart
Introduction
Creating a system chart
Creating a user chart
Creating a stacked comparison chart
Creating a multi-series chart
Up
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
Up
Appendix: Dashboard Examples
Sales Dashboard
Service Dashboard
Up
Index
Mark AuCoin Having been in the industry since 1992, Mark AuCoin has been involved in many different software projects. Starting out in application development, he learned about business needs while building robust client/server and ERP systems using Microsoft and Java development tools. Migrating to the internet, he was able to leverage his years of database and reporting skills to create business class web-enabled applications. Then a funny thing happened - Microsoft CRM. Mark was impressed with the ability to focus more on the business needs and "whatö needs to get done instead of worrying so much about "howö it was going to get done. Since diving into Dynamics CRM in 2006, Mark took his own Dynamics CRM mobile solution to market, attained Microsoft Virtual Technical Specialist status for CRM and is a CRM Solution Specialist for Navantis Inc, which won the 2010 CRM Solution Partner of the Year award from Microsoft Canada.
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Sample chaptersYou can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.
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What you will learn from this book
Quickly get up and running with navigation and basic interaction with Dashboards in the Dynamics CRM 2011 interface
Drill down and focus on slices of data that are represented in Dashboard Charts
Learn to filter and sort data records when viewed in combination with a Chart component
Master both the creation of a new User Dashboard and personalizing the layouts of an existing Dashboard
Take advantage of sharing and assigning User Dashboards to other CRM users and teams
Manipulate your User Dashboard by editing Chart and List components
Tackle working with iFrames, WebResources, XML and SSRS from a Dashboard
Extend the data on your dashboard with advanced Chart XML