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:
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.
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.
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.