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Mark AuCoin - Microsoft Dynamics CRM 2011: Dashboards Cookbook

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Mark AuCoin Microsoft Dynamics CRM 2011: Dashboards Cookbook
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Over 60 simple but incredibly effective recipes for creating, customizing and interacting with rich dashboards and charts to make the most of your Microsoft Dynamics CRM data with this book and eBook. 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. In Detail 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 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, you will be fully equipped to take advantage of the exciting new Dashboards features of Dynamics CRM 2011. What you will learn from this book 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 Approach 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. Who this book is written 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.

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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 (<> )

Credits

Author

Mark AuCoin

Reviewers

Daniel Cai

Richard Knudson

Mohamed Ibrahim Mostafa

Nicolae Tarla

Acquisition Editor

Stephanie Moss

Lead Technical Editor

Hyacintha DSouza

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

Mark AuCoin 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 wouldnt 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

Daniel Cai 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.

Mohamed Ibrahim Mostafa 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.

Nicolae Tarla 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<>.

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.

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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

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