Introduction to Dashboards in CRM 4.0 Robert Peledie CRM Consultant Chorus IT
Introduction to Dashboards in CRM 4.0 Robert Peledie CRM Consultant Chorus IT.
Dec 14, 2015
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Introduction to Dashboards in CRM 4.0
Robert PeledieCRM Consultant
Chorus IT
Options for Creating Dashboards in Microsoft Dynamics CRM 4.0
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
CRM Analytics Accelerators
SharePoint (MOSS 2007)
Silverlight
Why Does Life Have to
be Complicated?
Creating a Dashboard with Report Builder 2.0
Familiar Office like environment
Easy to use wizards for Tables and Charts
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
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.
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
• [email protected]• 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
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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