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Dashboards in CRM 4.0

Question
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Can anyone guide me for the best way/approach inorder to integrate the dashboards in CRM 4.0. I need to have a dashboard showing all the related things about the Oportunities from CRM 4.0 i.e, basically a customizable Sales Pipeline Report. I want to avoid using Share point services inorder to build a dashboard item. Any response is appreciated.
Thank You,
Dileep
DileepTuesday, March 3, 2009 11:37 PM
Answers
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There are several options. SharePoint is definitely one, but not the only option. I will add that it is not as scary as it sounds--WSS is free, if you are just using it for a dashboard, you can install and run it from your CRM server, and the CRM list web part is fantastic to take a view that you create in CRm (like a pipeline view) and display it in a web part. It is the fastest way I've found to set up a
Just a simple sales pipeline could be a SSRS report that is launched from the nav bar in CRM. We have done several that are just simple SSRS reports showing multiple tables/charts. This can be embedded in an iframe or launched from the nav bar.
You could also have a dynamic spreadsheet/pivot table that you upload as a report and create a link to it.
Here is an example of using Excel services
http://blogs.msdn.com/midatlanticcrm/archive/2008/06/30/creating-a-dashboard-using-moss-excel-web-services-excel-2007-and-microsoft-crm.aspx
You will also see several examples on the web of using ASPX pages, silverlight, and other technologies.
The cool thing is that anything that is web addressable can be displayed via an iframe or nav bar link and displayed within CRM.- Marked as answer by Hitachi JoelMVP, Moderator Thursday, March 26, 2009 11:15 AM
Wednesday, March 4, 2009 12:00 AMModerator -
You have additional options with SQL 2008 and some of the Microsoft Dynamics CRM v4.0 Accelerators. Take a look at http://www.codeplex.com/crmaccelerators
Additionally you might want to take a look at the Sales and Marketing Analytics Blog http://community.dynamics.com/blogs/crmanalytics/archive/2008/12/31/crm-analytics-accelerator-released.aspx
Anne- Marked as answer by Hitachi JoelMVP, Moderator Thursday, March 26, 2009 11:15 AM
Wednesday, March 4, 2009 1:07 PM
All replies
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There are several options. SharePoint is definitely one, but not the only option. I will add that it is not as scary as it sounds--WSS is free, if you are just using it for a dashboard, you can install and run it from your CRM server, and the CRM list web part is fantastic to take a view that you create in CRm (like a pipeline view) and display it in a web part. It is the fastest way I've found to set up a
Just a simple sales pipeline could be a SSRS report that is launched from the nav bar in CRM. We have done several that are just simple SSRS reports showing multiple tables/charts. This can be embedded in an iframe or launched from the nav bar.
You could also have a dynamic spreadsheet/pivot table that you upload as a report and create a link to it.
Here is an example of using Excel services
http://blogs.msdn.com/midatlanticcrm/archive/2008/06/30/creating-a-dashboard-using-moss-excel-web-services-excel-2007-and-microsoft-crm.aspx
You will also see several examples on the web of using ASPX pages, silverlight, and other technologies.
The cool thing is that anything that is web addressable can be displayed via an iframe or nav bar link and displayed within CRM.- Marked as answer by Hitachi JoelMVP, Moderator Thursday, March 26, 2009 11:15 AM
Wednesday, March 4, 2009 12:00 AMModerator -
You have additional options with SQL 2008 and some of the Microsoft Dynamics CRM v4.0 Accelerators. Take a look at http://www.codeplex.com/crmaccelerators
Additionally you might want to take a look at the Sales and Marketing Analytics Blog http://community.dynamics.com/blogs/crmanalytics/archive/2008/12/31/crm-analytics-accelerator-released.aspx
Anne- Marked as answer by Hitachi JoelMVP, Moderator Thursday, March 26, 2009 11:15 AM
Wednesday, March 4, 2009 1:07 PM -
Hi i want to know how to create CRM 4.0 Dashboard .. i have search many data about it, but i am not getting the points. Kindly tell the how i can create the dashboard in CRM 4.0 ....Wednesday, December 16, 2009 8:42 AM
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Here are some links to various options for creating dashboards. If you are not able to find a good option from these links then you might need to work with a CRM consultant to implement the solution you want. It is not possible in this forum to give you the step by step details as there are too many steps. I hope this helps.
http://www.codeplex.com/crmaccelerators/Release/ProjectReleases.aspx?ReleaseId=20449
http://blogs.msdn.com/crm/archive/2009/01/07/building-rich-client-dashboards-for-microsoft-dynamics-crm-with-windows-presentation-foundation.aspx
http://code.msdn.microsoft.com/crm/Release/ProjectReleases.aspx?ReleaseId=1864
http://blog.powerobjects.com/2009/03/03/custom-dashboards-in-microsoft-crm-40/
Best Regards, Donna- Proposed as answer by Donna EdwardsMVP Wednesday, December 16, 2009 1:38 PM
Wednesday, December 16, 2009 1:38 PM -
I am really stuck at this point in creating Dashboard for CRM. Basically, I am trying to create a crm Dashboard which display couple of reports and list of activities.
This dashboard should be displayed by default when user access the CRM.
My approach is by developing a web page and customize the left sidebox menu on "my workplace" nav area to include my dashboard page.
It works to display list of activities but I don't know how to display the reports. I can connect via SQL to query Filtered View and use chart control to bring the report. But when I deploy to IIS, it uses anonymous user (it doesn't pickup the current CRM user to query the database).
Since the query for the reports are complex, I don't think I can use crm SDK to execute the query...?
Is there anyway to include the CRM report in ASP.NET page?
I am still new in this field :(
Friday, February 5, 2010 5:29 AM -
No need to create a web page. Only you need is to create the report RDL & modify the CRM site map. Following video would be helpful to you. It consumes SSRS 2008 (BIDS 2008) & CRM 4.0.
http://channel9.msdn.com/Blogs/UKCRM/Dashboards-Made-Easy-With-Reporting-Services
Monday, February 14, 2011 11:32 AM