31,19 €
Mehr erfahren.
- Herausgeber: Packt Publishing
- Kategorie: Wissenschaft und neue Technologien
- Sprache: Englisch
Microsoft 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.
Das E-Book können Sie in Legimi-Apps oder einer beliebigen App lesen, die das folgende Format unterstützen:
Veröffentlichungsjahr: 2012
Ähnliche
Table of Contents
Microsoft Dynamics CRM 2011: Dashboards Cookbook
Microsoft Dynamics CRM 2011: Dashboards Cookbook
Copyright © 2012 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: January 2012
Production Reference: 1120112
Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham B3 2PB, UK.
ISBN 978-1-84968-440-8
www.packtpub.com
Cover Image by John Green (<[email protected]>)
Credits
Author
Mark AuCoin
Reviewers
Daniel Cai
Richard Knudson
Mohamed Ibrahim Mostafa
Nicolae Tarla
Acquisition Editor
Stephanie Moss
Lead Technical Editor
Hyacintha D’Souza
Technical Editors
Mehreen Shaikh
Azharuddin Sheikh
Project Coordinator
Jovita Pinto
Proofreader
Chris Smith
Indexer
Rekha Nair
Production Coordinator
Alwin Roy
Cover Work
Alwin Roy
About the Author
MarkAuCoin 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.
About the Reviewers
DanielCai is an independent consultant specializing in Microsoft Dynamics CRM, .NET, and Business Intelligence solution development. He has years of professional experience in designing, developing, and delivering large-scale enterprise applications.
Daniel is a Microsoft Dynamics CRM MVP, and the founder of Tata Solutions, a specialized IT solution provider offering full-cycle Microsoft Dynamics CRM development and consulting services.
Daniel is a holder of several professional certificates including MCP, MCSE, MCDBA, MCSD, MCTS for Microsoft Dynamics CRM, and SCJP.
Daniel has a technical blog at http://danielcai.blogspot.com.
MohamedIbrahimMostafa is a Technical Solutions Architect and Senior Consultant at CIBER. Mohamed comes with extensive Microsoft Dynamics CRM experience having worked on a large number of CRM implementations for projects of various sizes helping clients from different business sectors to implement successful solutions based on the platform. Mohamed is certified in Microsoft Dynamics CRM 3.0, CRM 4.0, and CRM 2011. He also comes with long experience in leading development teams and projects, and designing and architecting solutions with strong client-focused Consultancy skills. Mohamed is certified in several other Microsoft technologies and he is a most valuable professional (MVP) in Scribe Software.
NicolaeTarla is a Senior Consultant with Navantis Inc. He is working with enterprise clients in America and Canada. Nicolae is focused on designing and implementing enterprise solutions for CRM, SharePoint and related .NET technologies. He is an integral part of the CRM community, contributing through his blog at nicolaet.wordpress.com.
Nicolae can be reached at <[email protected]>.
I first want to thank Mark for giving me the opportunity to assist him with this project. He is always a source of inspiration. Of course, I want to thank my wife and daughter for supporting me and patiently accepting my extended hours of tinkering.
www.PacktPub.com
Support files, eBooks, discount offers and more
You might want to visit www.PacktPub.com for support files and downloads related to your book.
Did you know that Packt offers eBook versions of every book published, with PDF and ePub files available? You can upgrade to the eBook version at www.PacktPub.com and as a print book customer, you are entitled to a discount on the eBook copy. Get in touch with us at <[email protected]> for more details.
At www.PacktPub.com, you can also read a collection of free technical articles, sign up for a range of free newsletters and receive exclusive discounts and offers on Packt books and eBooks.
http://PacktLib.PacktPub.com
Do you need instant solutions to your IT questions? PacktLib is Packt's online digital book library. Here, you can access, read and search across Packt's entire library of books.
Why Subscribe?
Free Access for Packt account holders
If you have an account with Packt at www.PacktPub.com, you can use this to access PacktLib today and view nine entirely free books. Simply use your login credentials for immediate access.
Instant Updates on New Packt Books
Get notified! Find out when new books are published by following @PacktEnterprise on Twitter, or the Packt Enterprise Facebook page.
I would like to dedicate this book to my wife Bernadette. Thank you for putting up with all the late hours and never complaining once.
Preface
This cookbook is full of practical and easily applicable recipes that will teach the user how to understand and unleash the full capabilities of the new dashboard features in Microsoft Dynamics CRM 2011. Starting with basic tasks to build user confidence and general knowledge, the chapters provide insight with helpful tips and related content. The book moves on to more advanced topics around charting and extending with components to help the user visually transform their business data using colors, drill-downs, and dynamic content.
What this book covers
Chapter 1, Viewing Dashboards, introduces the concept of a dashboard in Dynamics CRM 2011. The reader will learn how to locate dashboards, set default dashboards, and review the standard dashboards that come with Dynamics CRM 2011.
Chapter 2, Interacting with Dashboards, covers the types of interactions available using charts and lists that are being displayed on a dashboard. Features including drill-downs, tooltips, and filtering and searching records are also covered.
Chapter 3, Creating a Dashboard, includes recipes that cover every step needed to create and modify a new dashboard. Adding and editing chart and list components are also included.
Chapter 4, Sharing and Assigning Dashboards, profiles dashboard security. User dashboards can be shared or assigned to other users, and this chapter goes into greater details of user dashboards.
Chapter 5, Editing and Deleting Dashboards, covers editing a user or system dashboard, along with instructions on how to publish the changes. Deleting user and system dashboards, including the effects on existing system users, is also covered.
Chapter 6, Adding IFrames and WebResources to Dashboards, covers IFrames and WebResource components that can be part of a dashboard, along with charts and lists, and provides descriptions and best practice hints.
Chapter 7, Advanced Dashboards, is focused on the dashboard itself, not the components. This chapter reviews the underlying markup language and how to modify it in order to stretch the limits of what is possible with dashboards in Dynamics CRM 2011. The Dashboard Reporting control from Microsoft is also covered in this chapter.
Chapter 8, Creating a Chart, reviews the latest version of Dynamics CRM 2011 and teaches the user how to create their own charts, including some real-world examples because charts are a big part of the dashboard experience.
Chapter 9, Advanced Chart XML, shows how to export, modify, and import a chart for Dynamics CRM 2011. Special undocumented features are covered, teaching the user to create compelling charts and use FetchXML to control the data.
Appendix, Dashboard Examples, provides a few examples of dashboards targeted towards sales, service, and marketing groups. The charts and components shown on the dashboards use the techniques described earlier in the earlier chapters.
What you need for this book
In order to complete the recipes provided in this book, the reader will need a Windows PC that is running Microsoft Internet Explorer (latest version) with full access to the Internet. The reader will not need a deep technical background for the majority of the chapters, but some of the later chapters assume the reader is experienced with XML and the concepts of FetchXML. For the later advanced chapters, the user will need an XML editor such as Microsoft Visual Studio in order to complete the recipes.
Who this book is for
If 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.
Conventions
In this book, you will find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their meaning.
Code words in text are shown as follows: "We can include other contexts through the use of the include directive."
A block of code is set as follows:
When we wish to draw your attention to a particular part of a code block, the relevant lines or items are set in bold:
New terms and important words are shown in bold. Words that you see on the screen, in menus or dialog boxes for example, appear in the text like this: "Navigate to the Customizations section in the Dynamics CRM 2011 Settings area."
Note
Warnings or important notes appear in a box like this.
Tip
Tips and tricks appear like this.
Reader feedback
Feedback from our readers is always welcome. Let us know what you think about this book—what you liked or may have disliked. Reader feedback is important for us to develop titles that you really get the most out of.
To send us general feedback, simply send an e-mail to <[email protected]>, and mention the book title through the subject of your message.
If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, see our author guide on www.packtpub.com/authors.
Customer support
Now that you are the proud owner of a Packt book, we have a number of things to help you to get the most from your purchase.
Downloading the example code
You can download the example code files for all Packt books you have purchased from your account at http://www.packtpub.com. If you purchased this book elsewhere, you can visit http://www.packtpub.com/support and register to have the files e-mailed directly to you.
Errata
Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you find a mistake in one of our books—maybe a mistake in the text or the code—we would be grateful if you would report this to us. By doing so, you can save other readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by visiting http://www.packtpub.com/support, selecting your book, clicking on the erratasubmissionform link, and entering the details of your errata. Once your errata are verified, your submission will be accepted and the errata will be uploaded to our website, or added to any list of existing errata, under the Errata section of that title.
Piracy
Piracy of copyright material on the Internet is an ongoing problem across all media. At Packt, we take the protection of our copyright and licenses very seriously. If you come across any illegal copies of our works, in any form, on the Internet, please provide us with the location address or website name immediately so that we can pursue a remedy.
Please contact us at <[email protected]> with a link to the suspected pirated material.
We appreciate your help in protecting our authors, and our ability to bring you valuable content.
Questions
You can contact us at <[email protected]> if you are having a problem with any aspect of the book, and we will do our best to address it.
Chapter 1. Viewing Dashboards
In this chapter, we will cover:
Introduction
One of the best user features found in Dynamics CRM 2011 is the addition of standard dashboards. Dashboards can contain any combination of charts, lists, and other components to help give users a visual and interactive view of their CRM data.
At first glance, dashboards and their myriad information can be overwhelming to some users who are new to the Dynamics CRM 2011 interface. This chapter will guide you through the basics of navigating between dashboards and setting some basic personal options. We finish up by reviewing the standard CRM 2011 Dashboards with an explanation of what data is represented on these dashboards.
