CRM 2011: Dashboard

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• 26 marca 2012 08:53

   

   
  

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  Hi, My suggestion would be to build your report using SSRS and BIDS.
  Then you can integrate your report on Dashboard.
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• 26 marca 2012 11:20

   

   
  

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   Hi,

   Can you pls exaplain bit more clear....

  I have an idea about BDS and SSRS.. but how to build in MSCRM is new for me.. can you give me stpe by step.. according to my requirement which i have mentioned in above...

  thanks

  ---

  Rammohan

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• 26 marca 2012 13:30

   

   
  

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  Hi Rammohan,

  You will find step by step help in the CRM 2011 SDK. (You can download it from the microsoft website).
  Look for: "Reporting for Microsoft Dynamics CRM Using Microsoft SQL Server Reporting Services" in the SDK.

  The basic idea is that:
  1. You build your SQL Query against the CRM Tables.
  2. Build your report based on that Query in BIDS (Business Intelligence Development Studio).
  3. Import your report in Dynamics CRM choosing the option to import an existing file.

  You need to be at ease with writting SQL Queries !!!

  Hope it helps.
  Dani

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• 27 marca 2012 04:32

   

   
  

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  Hi Dani,

   Can you provide any samples or Blogs which they have developed already....

  -Regards

  ---

  Rammohan

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• 27 marca 2012 17:19

   

   
  

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  Hello Rammohan,

  I'm asuming your Meetin Maker is a custom entity that is an activity type as well. If this is the case it's pretty straight forward to do a query against activities.

  A simple select  statement like this would be you query. You'll have to do a replace on the activity type codes in where statement to be exactly just the ones you want.

  select COUNT(*) as 'ActivityCount', activitytypecode, activitytypecodename from FilteredActivityPointer
  where activitytypecode in (4204, 4212) 
   group by activitytypecodename, activitytypecode

  To get a list of the activitytypecodes you would simply remove the second line; the where clause and it will display all of the different types of activities asuming you have at least one of each type.

  This query would give you your data set inside of the BIDS studio then you can simply use the report front end to add a pie chart and select the fields for your pie chart (ActivityCount & ActivityTypeCodeName).

  I hope this helps as you are looking for a pretty simple report.

  • Zaproponowany jako odpowiedź przez Jason Cosman 27 marca 2012 17:19
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• 1 kwietnia 2012 14:50

   

   
  

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  Hi Rammohan,

  Are using Dynamics CRM 2011, and do you want to have that chart appear in the Dynamics CRM dashboard? If so, then you can do this without any extra SSRS work. It would be straight out of the box. My blog has some posts on this, and I released a book this year specifically around Dynamics CRM Dashboards and Charts. http://goo.gl/VWm90

  For clarification, you are looking to have the Dynamics CRM "Activities" entity show in a pie chart, broken out by Activity type, correct? Something like this can be further enhanced to be 3D etc and then shown on a Chart or along side a list of activities in a View as well.

  

  ---

  (My book) Dynamics CRM Dashboards Cookbook http://goo.gl/VWm90

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• 2 kwietnia 2012 07:17

   

   
  

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  As Mark said you can directly create a chart on Activities entity and change the style and labels by making simple changes in ChartXML. Use this blog post for your reference on changing ChartXML

  http://exploringxrm.wordpress.com/2012/01/16/customizing-dynamics-crm-charts-using-chart-xml/

  ---

  Thanks Anil Chelasani http://exploringxrm.wordpress.com

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• 21 marca 2013 10:03

   

   
  

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  Hi,

  In clearly,

  In Crm, there is a default chart called "Activities by type".

  If i'm not wrong, your different entities are related with activities.

   Apart from the system entities, if you have any custom entities to add with that chart which relates to activities, just try to create a custom view between activities and your custom entity.

  And with the help of that custom view, create a new system chart  by using the criteria's used in the inbuilt chart "Activities by type".

  If  the entities are not related with activities,you have to use custom chart report by using ssrs or by directly editing in xml

  • Zaproponowany jako odpowiedź przez VidhiyaM 25 marca 2013 04:36
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