Tech N Toast®

Microsoft Dynamics 365 CRM Dashboard Customization

Dashboards in Microsoft Dynamics 365 CRM

All users can create them. 

They are configured by admin, customizers, and normal users.

Microsoft Dynamics 365 CRM Dashboards provide key information at one place, and within 1 screen. 1 location to see all your and your team's activities, accounts, cases, leads, opportunities, goals etc. You do not require any technical knowledge or any help from your IT team to create them.

Quite useful because they help us identify the most important things in our organization. They talk about customer service issues, marketing, team-targets, next goals, and various other types of records. It totally depends upon you what you want to see. You can recognize what is more important at the moment, and take actions according to that. Dashboards are viewed as a business intelligence tool. 

Also read my detailed book -  Microsoft Dynamics 365 CRM Dashboard Customization and Configuration.

Two types - 

1. User dashboards - They are created by you in Microsoft dynamics 365 CRM as a user, which you fully control. You can decide who should see them. Share the dashboard with other employees in the organization if required. By default, it is not shared with other people when you create. Please inform the system that you want to share it.

User dashboards work well when you just want to concentrate on your activities, don't want to consider other things in the organization. 

Example - You are a sales manager, and every day want to see the information related to your department. Go deep when you just want to view the team's sales activities. Then, you can go deeper when you want to check how many people meet their targets. And, then deepest to scrutinize every team member’s daily activities, and their performance.

1. Neeraj Kumar’s personal dashboard - Using charts, views, iframes and web resources you can customize the dashboard that is created by you. Fetch the details that you want to view.

2. Tech N Toast - If you are the account manager, handling big accounts, where Tech N Toast is the big customer, generating huge revenue. You want to keep track of all the activities related to this account. Create one personal view for Tech N Toast.

These are some examples of user dashboards. You are free to create more if your business demands it.

2. System dashboards -  They exist by default, appear when you install Microsoft Dynamics 365 CRM instance on your machine. They are automatically created, and everybody in your organization can view them. That’s why they are called the system or out of the box dashboards.

Example - Sales activity, performance, activities of all accounts, total numbers of leads generated, converted to sales, opportunities etc. are a few examples. There are some more like customer service operations, representative, marketing etc.  

All personal and system dashboards can be enabled for mobiles and tabs.

When you create a dashboard, it is in the work area like Sales, Service, Marketing etc.

System or admin customizers create system dashboards, which are shared across the whole organization, and visible to all.

When you log in, a system dashboard (Sales or Service) appears 
by default. Set your personal dashboard as default if required. 

Create dashboards using charts, grids, iframes, and web resources in your CRM organization to get some key information and valuable insights that will make you more intelligent to run your business. You can also add Power BI charts and Microsoft Social Engagement insights to your dashboards after enabling them in the Dynamics 365 instance. 

Security Roles

Share personal dashboards with other users and teams. When you share, you just provide read privilege. They can view the information, but cannot edit it. 

When you share a dashboard with sales team. They can view the sales information. But if the same dashboard also containing some information about cases, the sales team will not be able to view that piece of information because they don't have access to cases. You can choose to enable the dashboard for all roles or some specific roles.

Multiple teams can take advantage of personal and system dashboards while sharing workloads. You can control the access via security roles. If you don't want one particular person or team to view some information, they would not be able to view. 

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