Microsoft Dynamics CRM 2011: Dashboards Cookbook -- 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.