Microsoft Dynamics CRM 2011: Dashboards Cookbook

Microsoft Dynamics CRM 2011: Dashboards Cookbook, 9781849684408 (1849684405), Packt Publishing, 2012

This cookbook is full of practical and easily applicable recipes that will teach the user how to understand and unleash the full capabilities of the new dashboard features in Microsoft Dynamics CRM 2011. Starting with basic tasks to build user confidence and general knowledge, the chapters provide insight with helpful tips and related content. The book moves on to more advanced topics around charting and extending with components to help the user visually transform their business data using colors, drill-downs, and dynamic content.

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.

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

Approach

"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.

Who this book is written for

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.

Comments

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