By Mark AuCoin
Benefit from all the most up-to-date Dynamics CRM dashboard good points for visualizing your most vital facts at a look. know the way iFrames, chart customizations, complicated WebResources and extra can enhance your dashboards in Dynamics CRM through the use of this e-book and book. A hugely useful cookbook bursting with a number interesting task-based recipes for learning Microsoft Dynamics CRM 2011 Dashboards.
Read or Download Microsoft Dynamics CRM 2011: Dashboards Cookbook PDF
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Additional info for Microsoft Dynamics CRM 2011: Dashboards Cookbook
Sample text
Ff The Sales Pipeline chart is a funnel report on open/active opportunity records, grouped into the different stages. ff The Leads by Source Campaign chart shows all lead records that came in as a direct result of a CRM-managed campaign. The data is grouped by campaign and covers the current fiscal year. ff The Cases By Priority (Per Day) chart is a stacked chart that tracks the active cases assigned to the current user per day, stacked by priority. info Viewing Dashboards ff The list of My Activities is a collection of CRM Activities (Phone Call, Task, Appointment, Email, and so on) that belong to the current user.
Select the Microsoft Dynamics CRM Overview dashboard from the list of available dashboard items. The dashboard will refresh and build itself using live data from your Dynamics CRM system as shown in the following screenshot. 2. info Interacting with Dashboards 3. If data has been modified in the system, you might want to refresh a single component of the dashboard; let's say it was the Leads by Source chart. Move your mouse cursor over the chart and a small menu will appear with three items in it.
Locate the Sales Pipeline funnel chart on this dashboard, hover with the mouse cursor over the upper right-hand corner of the chart, and a small three-item menu will appear. info Chapter 2 4. Click on this menu option to enlarge this dashboard chart. info Interacting with Dashboards 5. In order to close the enlarged view of the chart, click on the x located in the upper right-hand corner of the dashboard, as highlighted in the following screenshot. You will return to the main view of the Microsoft Dynamics CRM Overview dashboard: All charts displayed on a Dynamics CRM 2011 dashboard can be enlarged.