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Introduction to Dashboards in CRM 4.0

Introduction to Dashboards in CRM 4.0. Robert Peledie CRM Consultant Chorus IT. Options for Creating Dashboards in Microsoft Dynamics CRM 4.0. SharePoint (MOSS 2007). Windows SharePoint Service (WSS 3.0) + Office Web Part. Windows SharePoint Service (WSS 3.0) + Reporting Services Web Part.

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Introduction to Dashboards in CRM 4.0

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  1. Introduction to Dashboards in CRM 4.0 Robert Peledie CRM Consultant Chorus IT

  2. Options for Creating Dashboards in Microsoft Dynamics CRM 4.0 SharePoint (MOSS 2007) Windows SharePoint Service (WSS 3.0) + Office Web Part Windows SharePoint Service (WSS 3.0) + Reporting Services Web Part ASP. Net + Fusion Charts or Dundas Silverlight CRM Analytics Accelerators

  3. Why Does Life Have to be Complicated?

  4. Creating a Dashboard with Report Builder 2.0 Familiar Office like environment Easy to use wizards for Tables and Charts

  5. Build The Report “Personally, it took me, not more than 10 minutes to create my very first report using Report Builder 2.0. “ – CRM Team Blog

  6. Review • Report building doesn’t have to be complicated. • Report Builder can give you rich easy to read reports. Sometimes what you see is more telling than what you read – Gary’s Stone! • Ability to view within CRM or as hosted Dashboard brings your data to life.

  7. And Finally........ • http://blogs.msdn.com/crm/archive/2008/11/10/reports-for-crm-4-0-using-sql-server-2008-and-report-builder-2-0.aspx • Robert.peledie@chorusit.com • If anyone needs some more help with either uploading a report to report server or hosting it within an ASPX page, please let me know. Thank You

  8. ASPX Code to view report <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> <%@ Page Language="C#" %> <html dir="ltr" xmlns="http://www.w3.org/1999/xhtml"> <head runat="server"> <meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> <meta http-equiv="refresh" content="60;"/> <title>Chorus IT Cases</title> </head> <body> <form id="form1" runat="server"> <iframe name="I1" id="I1" src="http://localhost/ReportServer?%2fopencases&rs:Command=Render&rc:Toolbar=false" style="width: 1024px; height: 768px" scrolling="no">Your browser does not support inline frames or is currently configured not to display inline frames. </iframe> </form> </body> </html>

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