How to create dashboards in Dynamics 365 CRM

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How to create dashboards in Dynamics 365 CRM

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Dynamics CRM Dashboards is a business intelligence tool that’s great for business reporting as it contains data that can be interpreted in different ways. Whether it is through web resources, charts, view lists, organization insights and iFrames, it helps monitor key performance indicators, trends and other relevant information- all in a single, interactive view.

Customizing your dashboard depends on the type of data you need to utilize. So it’s important to know what information you want to display, how that information is relevant and valuable to your part of the organization.

 

 

Here is an example of a Dynamics 365 dashboard:

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Of course, you can customize the look of the dashboard, and that’s the most awesome part of it. Not only do you get to personalize, you get to visualize data with ease while monitoring business performance and making important decisions in one view.

Once you experience how to use this, you will go through such dashboard frenzy that you wouldn’t know how or where to start.  So, before you dig deep into it, know beforehand what it is you want to visualize before you get lost in this colorful maze.

 

 

To get started, here is a step by step guide on how to Create a Dashboard:

 

  1. In the Dashboard area, select New in the command bar.

 

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  1. Choose the dashboard layout you want and choose to Create found at the bottom of the screen.

 

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  1. Label your dashboard.

 

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  1. Next, you can choose to create a Chart, a list, web resource, a timeline or an iFrame.

 

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  1. Choose the area where you would like to place a chart, then choose Chart in the Command bar. Or choose the Chart icon in the area you want.

 

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  1. Select the record type for the chart.
  2. Select a view that the data in the chart will be based on.
  3. Choose the actual chart.
  4. Select Add.


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2. Next, add a List to the next area.

 

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1. Choose the section you want to add the list into.

2. Choose the List icon in the command bar, or in your desired area.

3. Select your record type.

4. Select your view.

5. Select OK.

 

 

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  1. Next, you can add an iFrame.

 

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  1. In the desired section you can either select the iFrame icon or select the section you want to add the iFrame. Then, click the iFrame button in the command bar.
  2. Enter the name and URL.
  3. Select OK. 

 

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  1. Once you are done configuring your dashboard, select Save. It will now appear in the drop-down list of available dashboards.

 

 

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That’s not so bad. Right?

 

By now, you are beaming proud of the how easily you have created your first few dashboards that you can’t wait to share them with other users.

 

Here’s how:

  1. Go to the Dashboard area and open the dashboard that you wish to share with another user (s).

 

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2. Choose the Share Dashboard button on the command bar.

 

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3. Then Add User/Team.

 

4.  Select the users or team you are sharing the dashboard with and choose Select and Add.

 

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5.  You can even choose the level of access you want users or teams to have and select Share.

 

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Viola! you have successfully created and shared your personal dashboard! See how easy that was?

Congratulations you are on your way to creating a highly effective dashboard for your next meeting or sales presentation.

But, it’s not over yet!  … stay tuned for more blogs n Dashboards as we will dive in and go in depth on how you share your Personal View to your colleagues, learn how to monitor when action and follow up is required, adding extra dashboard (iFrames), and creating Sales dashboards and many more.

One more thing,….dashboards also work great for organizations who have unique processes and need to customize it according to their needs. Say, you work for a foundation or a Non-Profit organization that needs to organize Donor or Volunteer information and would want to simplify their unique process, we are your go- to company.

Learn how we can help you get started. Contact us. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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