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Customize Visualizations and Dashboards

[Applies to: Microsoft Dynamics CRM 2011]

Data visualization and analytics in Microsoft Dynamics CRM 2011 enable you to graphically view and analyze the data for your business, and helps you to derive quick insights to make important business decisions. Further, you can configure dashboards in Microsoft Dynamics CRM in such a way that enables you to view data from multiple areas of Microsoft Dynamics CRM such as sales, marketing, and service. You can even adjust the data displayed in visualizations and dashboards per your business requirements by applying filters.

The following elements constitute the visualization and analytics abilities in Microsoft Dynamics CRM:

Visualization. Visualizations enable you to present your data graphically in the form of charts. Charts enable you to view the aggregate or non-aggregate summary of grid data in Microsoft Dynamics CRM. The charts are integrated with the grid, and display data in context with the grids. There is a two way communication between the charts and the grids where the charts update automatically to reflect the filtering done on the data in the grids, and similarly when you perform a drill down operation on the chart, the data in the corresponding grid updates accordingly. You can also use a Web resource instead of charts in visualization.

Dashboard. Dashboards act as a business intelligence tool in Microsoft Dynamics CRM by providing a snapshot of your data in various forms. You can use a dashboard to simultaneously present data from charts, grids, IFRAMES, and Web resources. A dashboard acts as a container for these objects, and can simultaneously present data from up to six visualizations, grids, IFRAMES, or Web resources.

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Microsoft Dynamics CRM 2011
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