CRM Tip of the Day # 07– Using Dashboards

Leezah | April 4, 2012 | 0 Comments

Dashboards in Microsoft Dynamics CRM are a powerful feature that allows you to see, at a glance, all of the most important information you need to make key business decisions.

Types of dashboards

You can create two types of dashboard in Microsoft Dynamics CRM:

Personal dashboards

An individual user owns a personal dashboard. It can be assigned to other users or teams. A personal dashboard can be set as the default dashboard for individual users. Personal dashboards override system dashboards.

System dashboards

A system dashboard is available to all users in the organization. It can be set as a default dashboard for the organization, but could be overridden by a user dashboard. Importing, exporting, or uninstalling a solution applies, the relevant actions on the dashboards.

Dashboards components

Create new dashboards based on the default layouts in the dashboard designer.

Charts: A system (organization-owned) dashboard only contains system charts. A user dashboard can contain system charts and personal charts.

Lists: A system dashboard only contain lists that use public views to retrieve the data. A personal dashboard can contain a list that uses public views and saved views.

IFrames: Can be used to integrate eternal web pages into a dashboard. For example, you might display a Bing Map in an IFrame and dynamically pass geo-coding data to it to present a map of your accounts by location.

Web Resources: This can include custom HTML pages. For example, you might include a custom HTML page with information from an external application such as an ERP system.

After you design a dashboard, you can perform various actions on the dashboard and its components.

Drill down in a chart
Enlarge a chart
View the records that are used to generate the chart
Apply filters on the list.
Refresh all components in the dashboard.

Leezah

I have 5+ years experience as a Dynamics NAV Consultant and currently my role is split between Dynamics NAV and Dynamics CRM. My role as a Dynamics NAV Consulant has me involved in all System and User Testing, End- and Key-User Training and Support, Project Implementations, Upgrades and Requirements gathering & Design (front-end). As a Dynamics CRM 2011 Specialist my duties range from Client Consulting (Analysis, Design, System Testing, User Training, Documentation) through Project Management, coordination of Implementations and managing our internal CRM Department. I strive to ensure our Customers have the correct solutions implemented and that each NAV and CRM User has the knowledge and ability to use the functionality we create for them.

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