AuCoin 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.
1. Auflage 2025
ISBN: 978-1-84968-441-5
Verlag: De Gruyter
Format: PDF
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 266 Seiten

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.Key Features - Take advantage of all of the latest Dynamics CRM dashboard features for visualizing your most important data at a glance.
- Understand how iFrames, chart customizations, advanced WebResources and more can improve your dashboards in Dynamics CRM by using this book and eBook.
- A highly practical cookbook bursting with a range of exciting task-based recipes for mastering Microsoft Dynamics CRM 2011 Dashboards.
Book DescriptionMicrosoft 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.What you will learn - 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
Who this book is forIf 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.

Autoren/Hrsg.

AuCoin, Mark

Fachgebiete

• Mathematik | Informatik EDV | Informatik EDV & Informatik Allgemein

Über Autor(innen)

AuCoin Mark :

Having been in the industry since 1992, Mark AuCoin has been involved in many different software projects. Starting out in application development, he learned about business needs while building robust client/server and ERP systems using Microsoft and Java development tools. Migrating to the internet, he was able to leverage his years of database and reporting skills to create business class web-enabled applications. Then a funny thing happened – Microsoft CRM. Mark was impressed with the ability to focus more on the business needs 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 took his own Dynamics CRM mobile solution to market, attained Microsoft Virtual Technical Specialist status for CRM and is a CRM Solution Specialist for Navantis Inc, which won the 2010 CRM Solution Partner of the Year award from Microsoft Canada.