Microsoft Dynamics® CRM Training
Productive Dashboards and How to Use Them
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Productive Dashboards and How to Use Them
Thank you for viewing “Productive Dashboards and How to Use Them.” 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 the video.
Microsoft Dynamics CRM 2013 allows users to select a default dashboard and choose a homepage. These are two different options, since the home page does not need to be a dashboard. Set a default dashboard as your homepage. For guidance please refer to the video and instructions in this email.
The goal of any CRM application is to essentially serve as a reservoir of meaningful records related to your business. It’s largely up to you to determine what gets recorded and the input process. Microsoft Dynamics CRM is a sturdy, yet flexible framework that can be molded to replicate your business’ native processes and workflows. No matter how simple or complex these processes are, dashboards can serve as a vital tool for driving both user adoption and productivity.
Dashboards in Microsoft Dynamics CRM serve simultaneously as a central hub of information and a launching pad for productivity. Using information presented to users in formats such as lists and charts, users can quickly determine how to best use their time by drilling down into this data hub.
Dashboards are important because they can display records from different entities across the application. Dashboards can host up to six components, meaning six different sections containing data. For example, one component could contain a list of the customer records the current user is responsible for, and another component can be a graphical representation of activities that user must complete. Basically, dashboards can be constructed to present highly contextualized information, thus driving productivity.
There are a couple commands, or buttons, that are important to leveraging the dashboard feature. One is the Set As Default button. An end user has the ability to select an existing dashboard, and then in the command bar, click this button. That way, whenever that user navigates to dashboards, their selected default dashboard will open first.
In the navigation bar, there is a home icon. Much like setting the homepage of a web browser, users can set their home screen in CRM 2013, which can be their default dashboard. To do this, click the Settings icon in the top right corner, and then click Options. The Set Personal Options window opens. The first option of the General tab is where the home page is set. Users can set their default pane, basically their default module. Then, if they want their default dashboard to be their home page, set the default tab as “Dashboards”. Click the OK button, and then the window closes. Moving forward, whenever the user clicks the home icon in the navigation bar they will be taken to their default dashboard.
Another important button for dashboards is Refresh All in the command bar. Dashboards are interactive and represent data that can constantly change. By clicking the Refresh All button, every component in the dashboard will refresh, ensuring the user that they are viewing real time data.
Within an individual component are more buttons. Depending on the type of component, there can be add, refresh, view, and enlarge buttons. The add button allows users to create new records related to that view. For example, the add button on a component displaying activities will allow users to create new activity records. The refresh button refreshes the data of that individual component. The view button essentially “pops out” the component into its own window, allowing for more robust interaction. And finally, the enlarge button can be found on charts, and quite simply opens a new, large window for better insight into the displayed chart.
Both administrators and end users can create dashboards. The creation of dashboards is covered in the next video in this course, “Creating Productive Dashboards”.