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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

Introduction to Dashboards in CRM 4.0

Robert Peledie

CRM Consultant

Chorus IT


Options for creating dashboards in microsoft dynamics crm 4 0
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


Why does life have to be complicated
Why Does Life 4.0Have to be Complicated?


Creating a dashboard with report builder 2 0
Creating a Dashboard with Report Builder 2.0 4.0

Familiar Office like environment

Easy to use wizards for Tables and Charts


Build the report
Build The Report 4.0

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


Review
Review 4.0

  • 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
And Finally........ 4.0

  • 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


Aspx code to view report
ASPX Code to view report 4.0

<!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>