Microsoft Dynamics CRM 2011 : dashboards cookbook : over 50 simple but incredibly effective recipes for creating, customizing, and interacting with rich dashboards and charts /

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Microsoft Dynamics CRM 2011: Dashboards Cookbook is packed with practical step-by-step recipes covering tasks which utilize all of the new dashboard features of Dynamics CRM 2011. If you are a developer who is excited about creating, customizing, and designing Dashboards in Dynamics CRM 2011, this b...

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Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: AuCoin, Mark
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Birmingham, U.K. : Packt Pub., ©2012.
Temas:
Microsoft CRM.
Management information systems.
Customer relations > Management > Data processing.
Management Information Systems
Systèmes d'information de gestion.
COMPUTERS > Management Information Systems.
Acceso en línea:Texto completo
Texto completo
Tabla de Contenidos:
  • Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Preface; Chapter 1: Viewing Dashboards; Introduction; Creating a free Dynamics CRM 2011 Online account; Finding and selecting dashboards; Expanding and collapsing dashboard sections; Changing your default CRM 2011 Dashboard; Making Dashboards your CRM 2011 homepage; Chapter 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 listSorting records in a list; Filtering records in a list; Changing the view for a dashboard list; Chapter 3: Creating a Dashboard; Introduction; Creating a user dashboard; Creating a system dashboard; Changing the layout of your dashboard; Adding a chart to your dashboard; Editing a chart on your dashboard; Adding a list to a dashboard; Editing a list on a dashboard; Chapter 4: Sharing and Assigning Dashboards; Introduction; Locating the user dashboards; Sharing a user dashboard; Assigning a user dashboard; Copying an existing dashboard
  • Chapter 5: Editing and Deleting DashboardsIntroduction; Editing a user dashboard; Editing a system dashboard; Deleting a user dashboard; Deleting a system dashboard; Chapter 6: Adding IFrames and WebResources to Dashboards; Introduction; Adding an IFrame to a dashboard; Editing an IFrame component; Creating an HTML WebResource component; Adding a WebResource to a dashboard; Editing a WebResource component; Chapter 7: Advanced Dashboards; Introduction; Exporting a dashboard from Dynamics CRM; Creating a new dashboard layout using FormXML; Importing a dashboard into Dynamics CRM
  • Building a CRM Organization Overview dashboardInstalling the free Dashboard Reports control; Showing reports on a Dynamics CRM dashboard; Chapter 8: Creating a Chart; Introduction; Creating a system chart; Creating a user chart; Creating a stacked comparison chart; Creating a multi-series chart; Chapter 9: Advanced Chart XML; Introduction; Exporting a chart; Importing a chart; Changing Axis labels and Series label formats; Controlling chart colors and 3D appearance; Using FetchXML to combine data in a chart; Appendix: Dashboard Examples; Sales Dashboard; Service Dashboard; Index

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