Microsoft Dynamics® CRM Training
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Dashboards in Microsoft Dynamics CRM 2011 provide a fast and easy way to view our business data through the incorporation of charts, graphs, and lists.
(Navigate to Workplace > My Work > Dashboards.)
First, notice that we can view our various dashboards by selecting this dropdown menu (click the arrow to the right of the current dashboard name), but we'll create our own dashboard by selecting New in the Dashboard tab. As you can see, we are given a variety of dashboard templates to choose from. We are also provided with information about each layout on the right. To select a template, we simply click on it. For this example, we'll select 3-Column Overview Dashboard.
Now let's configure our new dashboard. (Type a name for new dashboard in the Name field, such as "My Sales Dashboard".) By selecting a layout region, we can specify the details of the component we want to display. (Click the chart icon inside an empty layout region to open the Component Designer dialog.) We can choose records, views, and chart types. (For Record Type, choose Opportunity. For View, choose My Open Opportunities. For Chart, choose Top Customers. Click OK.) We've selected a bar chart that displays my top, open opportunities. With CRM Online 2011, creating custom, professional dashboard charts like this one is possible with only a few clicks.
Next, we can specify a grid for our center dashboard component. (Click the grid icon in an empty layout region to open the Component Designer dialog. Let's choose My Phone Calls, so we can remain updated on calls we have to make throughout the day. (For Record Type, choose Phone Calls. For View, choose My Phone Calls. Click OK.)
We'll make this next one a pie chart which displays all leads by rating. (Click the chart icon in an empty layout region to open the Component Designer dialog. For Record Type, choose Lead. For View, choose My Open Leads. For Chart, choose Leads By Rating. Click OK.)
Now, let's specify an IFRAME for the next component. IFRAMEs enable us to incorporate access to external data or websites into our dashboard. In this case, we want to enable access to the Bing search engine. (Click the IFRAME icon in an empty layout region to open the Add an IFRAME dialog. Keep the default Name. For URL, type in "http://www.bing.com/". Keep the default Label. Click OK.)
(Click Save and Close in the Dashboard tab.)
Here we see the results of our new dashboard, including real-time charts, lists, and access to external data.
As this demo has shown, the real-time dashboard capabilities in Microsoft Dynamics CRM 2011 provide you with valuable insight into your business at a glance.
Thank you very much for your time.