Microsoft Dynamics® CRM Training
Creating Productive Personalized Dashboards
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Creating Custom Dashboards
Thank you for viewing “Creating Custom Dashboards.” Below, you will find a short practicum designed to help you reinforce this lesson as well as a summary of the material covered in the video.
Practice makes perfect! Complete the short assignment below to reinforce the material that you learned in this lesson. For guidance please refer to the instructions in this email and the “Creating Custom Dashboards” video.
1. Before you can begin designing your personalized Dashboard, you must first create the components that it will house. Create an Advanced Find Query that returns All Active Accounts in California. Save your query as a View.
2. Next, create a Pie Chart that shows My Active Leads by Rating.
3. Create a new 3-Column Regular Dashboard. Add a List based on your new View and the My Active Leads by Rating Chart as two of the six components.
4. Continue adding Charts and Lists to your Dashboard until it is complete. Save the Dashboard.
Dashboards are arguably one of the most important features in Microsoft Dynamics CRM 2013 in terms of productivity and user adoption. At its essence, a Dashboard allows a user to launch his or her workday from a single page. Dashboards can host up to six components, or six “boxes” pulling data from different areas of the CRM system.
Microsoft Dynamics CRM 2013 is highly customizable, but it can also be greatly personalized at the end-user level. Users can create their own Dashboards that display components that are meaningful to their role in the system. However, before personalized Dashboards can be created, the components that populate them must be created first. This means creating personal Views and Charts that the user would like to see on the Dashboard.
Please refer to the “Increasing Sales Productivity” course for lessons on this subject. This particular lesson is proceeded by the video called, “Using Productive Dashboards”. If you are new to CRM, it is recommended you watch that lesson first.