- 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
In this chapter, we will cover:
- 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
Creating and editing dashboards using the Dynamics CRM interface definitely gives developers and administrators many options for configuring great dashboards. However some customizations may require you to edit or create a dashboard outside of the Dynamics CRM interface to get results not available through the interface. This chapter explains how to work directly with the FormXML element to produce unique dashboards.
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