Microsoft Dynamics CRM 2011 Dashboards
Read excerpts from the book Microsoft Dynamics CRM 2011 Dashboards.
The following chapter is an excerpt from Microsoft Dynamics CRM 2011 Dashboards, from Packt Publishing (ISBN 978-1-84968-440-8, copyright 2012 Packt Publishing, all rights reserved).
Chapter 4 – Sharing and Assigning Dashboards
About the Book
This book shows you how you 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 web resources and more can improve your dashboards in Dynamics CRM by using this book and eBook. If you are a developer who is excited about creating, customizing, and designing dashboards in Dynamics CRM 2011, this book is for you!
What you will learn from this book
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Quickly get up and running with navigation and basic interaction with dashboards in the Dynamics CRM 2011 interface
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Drill down and focus on slices of data that are represented in dashboard charts
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Learn to filter and sort data records when viewed in combination with a chart component
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Master both creating a new user dashboard and personalizing the layout of an existing dashboard
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Take advantage of sharing and assigning user dashboards to other CRM users and teams
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Manipulate your user dashboard by editing chart and list components
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Tackle working with iFrames, web resources, XML and SSRS from a dashboard
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Extend the data on your dashboard with advanced chart XML
About the Author
Since joining the software industry in 1992, Mark AuCoin has been involved in many different 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 "what" needs to get done instead of worrying so much about "how" it was going to get done. After 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.