Microsoft Dynamics CRM 2011: Dashboards Cookbook: Figuring out Dashboards in Microsoft Dynamic CRM doesn't have to be complicated. The smart way to learn is by following these 50+ recipes that help you visualize your CRM data clearly and communicatively.
By Mark AuCoin
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About this ebook
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"ù 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"ù, you will be fully equipped to take advantage of the exciting new Dashboards features of Dynamics CRM 2011.
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Book preview
Microsoft Dynamics CRM 2011 - Mark AuCoin
Table of Contents
Microsoft Dynamics CRM 2011: Dashboards Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Support files, eBooks, discount offers and more
Why Subscribe?
Free Access for Packt account holders
Instant Updates on New Packt Books
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
Microsoft Dynamics CRM 2011: Dashboards Cookbook
Microsoft Dynamics CRM 2011: Dashboards Cookbook
Copyright © 2012 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: January 2012
Production Reference: 1120112
Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham B3 2PB, UK.
ISBN 978-1-84968-440-8
www.packtpub.com
Cover Image by John Green (<[email protected]>)
Credits
Author
Mark AuCoin
Reviewers
Daniel Cai
Richard Knudson
Mohamed Ibrahim Mostafa
Nicolae Tarla
Acquisition Editor
Stephanie Moss
Lead Technical Editor
Hyacintha D’Souza
Technical Editors
Mehreen Shaikh
Azharuddin Sheikh
Project Coordinator
Jovita Pinto
Proofreader
Chris Smith
Indexer
Rekha Nair
Production Coordinator
Alwin Roy
Cover Work
Alwin Roy
About the Author
Mark AuCoin is a Microsoft MVP and Senior CRM Solution Specialist for Navantis, which won the 2010 and 2011 CRM Solution Partner of the Year award from Microsoft Canada. Mark has been in the software industry since 1992 and has been involved in many different projects and technologies over that time. Starting out in client/server and ERP systems then migrating to the Internet and leveraging years of database and reporting skills he focused on building business-class web-enabled systems. Then Mark was introduced to Microsoft Dynamics CRM. He was impressed with the ability to focus more on the business requirements and what
needs to get done instead of worrying so much about how
it was going to get done. Since diving into Dynamics CRM in 2006, Mark has been involved in bringing a Dynamics CRM mobile solution to market, became a speaker at Dynamics CRM events, and has attained Microsoft Virtual Technical Specialist status for Dynamics CRM in Canada.
Mark has a techinal blog at http://crmmongrel.blogspot.com.
I would like to thank Joe AuCoin and Gurt Pawan for their support when I was getting started with Dynamics CRM. Your business experience and guidance was invaluable to me, thank you. I would also like to thank John Kvasnic, Kevin Oakes, and the whole Navantis team for being such a great company that people are really proud to be a part of. The Management team has vision, the Sales team are all top professionals and the Development groups are simply amazing. Lastly, I would also like to thank the Dynamics CRM community, which includes the numerous bloggers and speakers that I follow. This book wouldn’t be possible without the countless articles and snippets that helped me along the way. The community is driving the product forward with timely articles and enhancements that are based on real-world experience.
About the Reviewers
Daniel Cai is an independent consultant specializing in Microsoft Dynamics CRM, .NET, and Business Intelligence solution development. He has years of professional experience in designing, developing, and delivering large-scale enterprise applications.
Daniel is a Microsoft Dynamics CRM MVP, and the founder of Tata Solutions, a specialized IT solution provider offering full-cycle Microsoft Dynamics CRM development and consulting services.
Daniel is a holder of several professional certificates including MCP, MCSE, MCDBA, MCSD, MCTS for Microsoft Dynamics CRM, and SCJP.
Daniel has a technical blog at http://danielcai.blogspot.com.
Mohamed Ibrahim Mostafa is a Technical Solutions Architect and Senior Consultant at CIBER. Mohamed comes with extensive Microsoft Dynamics CRM experience having worked on a large number of CRM implementations for projects of various sizes helping clients from different business sectors to implement successful solutions based on the platform. Mohamed is certified in Microsoft Dynamics CRM 3.0, CRM 4.0, and CRM 2011. He also comes with long experience in leading development teams and projects, and designing and architecting solutions with strong client-focused Consultancy skills. Mohamed is certified in several other Microsoft technologies and he is a most valuable professional (MVP) in Scribe Software.
Nicolae Tarla is a Senior Consultant with Navantis Inc. He is working with enterprise clients in America and Canada. Nicolae is focused on designing and implementing enterprise solutions for CRM, SharePoint and related .NET technologies. He is an integral part of the CRM community, contributing through his blog at nicolaet.wordpress.com.
Nicolae can be reached at <[email protected]>.
I first want to thank Mark for giving me