By Mark AuCoin
Make the most of the entire most recent Dynamics CRM dashboard good points for visualizing your most crucial info at a look. know the way iFrames, chart customizations, complicated WebResources and extra can increase your dashboards in Dynamics CRM through the use of this booklet and e-book. A hugely useful cookbook bursting with various intriguing task-based recipes for studying Microsoft Dynamics CRM 2011 Dashboards.
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Additional resources for Microsoft Dynamics CRM 2011: Dashboards Cookbook
Info Viewing Dashboards Marketing Dashboard The Marketing Dashboard provides an overview of the marketing efforts across the organization. The charts presented here are more reflective rather than a call to action, but completing marketing and sales processes in CRM brings this dashboard to life. ff The Campaign Type Mix is a pie chart that simply groups all the campaigns for the current fiscal year by the campaign type field. ff The Campaign Budget vs. Actual Costs is a stacked chart that takes all campaigns for the current fiscal year and compares the budgeted amount versus the actual costs recorded to run the campaign.
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. However, other dashboard components such as lists (covered later in this chapter) do not have this ability.
Now, find the Filter command button located on the Windows Ribbon toolbar and click on it. info Chapter 2 6. Click on the small drop-down arrow located in the Rating column's heading, as shown in the following screenshot. This will show a context menu that allows you to filter the data you see by one of this column's pick-list values: 7. Check the option for the Warm data value and then click on the OK button to apply the filter rules. info Interacting with Dashboards How it works... The filter option is common across most data views in Dynamics CRM 2011.