Microsoft Dynamics CRM 2011: Dashboards Cookbook电子书

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

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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...

There's 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