Microsoft Dynamics® CRM Training
Creating a Dashboard
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Dashboards in Microsoft Dynamics CRM 2013 and CRM Online give Users a quick and easy way to access data across the entire application from one page. They incorporate charts, lists of data, IFRAMES, and web resources. In this lesson, we will highlight the dashboard feature in CRM by creating a personal dashboard.
Notice that when we first navigate to a module, by default, we are shown a dashboard that relates to that module. For example, when we navigate to the Sales module, we are given the Sales Activity Social Dashboard. However, we are not limited to Sales dashboards while in the Sales module.
By clicking the arrow next the name of the dashboard, we can access the list of dashboards. This lets us view any Dashboard that we have access to.
Let’s go ahead and create a custom dashboard by clicking New in the command bar. We are first provided with a list of layouts to choose from. Notice that on the right, a small description is given about the layout. We’ll select the 3-Column Overview Dashboard and click Create.
Now we can configure our new dashboard. We’ll start by naming the dashboard My Sales Dashboard. In each section, we are given the option to add a chart, list of data, IFRAME, or Web Resource. Let’s add a chart.
We are given a dialog where we can specify where this chart comes from. From here, we specify the record type, the view that drives the chart, and the chart itself. This chart will show us the Top Customers from the My Open Opportunities view.
Next, let’s add a list of data. From this dialog, we can specify the record type and view that will filter the data. Let’s select My Phone Calls.
Let’s add a second chart that shows My Open Leads by Rating.
Finally, let’s add an IFRAME. IFRAMEs allow us to access external data or websites from within CRM. Let’s add access to the bing search engine by specifying the URL.
When we save and close the dashboard, CRM navigates to our custom dashboard. This includes real-time charts, lists, and access to external data.
Dashboards are easy to make, and can be very powerful. They allow Users to immediately access data that’s important to them without needing to navigate around the application.
For more tips, tricks, and tutorials, please refer to the Success Portal and blog.xrm.com.