- Microsoft Dynamics CRM 2011: Dashboards Cookbook
- Microsoft Dynamics CRM 2011: Dashboards Cookbook
- Credits
- About the Author
- About the Reviewers
- www.PacktPub.com
- Preface
- 1. Viewing Dashboards
- 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
- 3. Creating a Dashboard
- 4. Sharing and Assigning Dashboards
- 5. Editing and Deleting Dashboards
- 6. Adding IFrames and WebResources to Dashboards
- 7. Advanced Dashboards
- 8. Creating a Chart
- 9. Advanced Chart XML
- A. Dashboard Examples
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.
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