Ways to build up a CRM dashboard

There are servel ways to build up a dashboard to integrate with Dynamics CRM. Let's take a look(projects I have done):

1. Windows Sharepoint Service (WSS 3.0) + Office web part
In the previous version of WSS(v2.0), there is a free Office 2003 Add-in: Web Parts and Components, which is not available for WSS 3.0, however you can still add it manually. It's easy to use and config, but not flexible enough, it also requires the client PC has to have Office 2003/2007 software intsalled to see the graphic.



2. Windows Sharepoint Service (WSS3.0) + Reporting Service web part
You can also use Reporting Services Add-in in WSS 3.0, then create a rdl report and call it via Report Viewer web part. Because it's a rdl report, so it's very flexible .



3. ASP.Net + FusionCharts
FusionCharts is a flash charting component that can be used to render data-driven & animated charts for your web applications and presentations. It does provide a free version. So if you want to build up a flexable(let's say: multi-tenants etc.) dashboard to integrate with CRM, it's a good idea to build up your own ASP.Net page with FusionChart. I would say it won't disappoint you.



4. CRM Analytics Accelerator
This well-known add-ons is not available for CRM 4.0 at the moment, but it coming soon. More details see: CRM Accelerators – Part I – Analytics Accelerator



MVP Award

I have been awarded Microsoft MVP - Dynamics CRM.
Thanks for Microsoft and my friends, colleagues and family. :)

See my MVP profile here: https://mvp.support.microsoft.com/profile/Jim.Wang
MS CRM

Customize the crmForm

There are some useful crmForm customization skills which I want to share:1. Change a filed label style/* change new_button field label style */if (crmForm.all.new_button != null){ var field = crmForm.all.new_button_c; field.style.fontWeight = ‘bold’;…

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MS CRM

Double Click EmailAddress to Open in Outlook

There is a question on Microsoft CRM Forum asking how to: Double Click EmailAddress to Open in OutlookI think it’s worth to bring it here because it’s also demonstrate how to send parameters in attachEvent method, so here is the answer:/* Double Click …

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MS CRM

FilteredView and CrmImpersonator?!

I was curious about how to use FilteredView in the CrmImpersnator class for a IFD(Internet-Facing Deployment) solution? Thanks to David Jennaway who gave me a clue.Ok, the reason for that is because I’m building a CRM dashboard for an On-Premise/IFD CR…

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MS CRM

Change CRM 4.0 website port number after installation

Microsoft has a KB to describe how to update the Microsoft Dynamics CRM Web site port after you install Microsoft Dynamics CRM 4.0Today I had to change the port number from 80 to 5555, however after following those steps, I can’t run CRM reports. In th…

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