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Microsoft Dynamics CRM User Productivity Tips – Dashboards, Charts, Filters, and Personal Options

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Microsoft Dynamics CRM offers many productivity enhancements. We hope you enjoy these tips and we will look for more and report on them in an upcoming article.

Dashboards are a powerful new feature in Microsoft Dynamics CRM 2011.  Use a dashboard to see at a glance all the important information you need to make key business decisions every day.  Gather information from multiple locations in Dynamics CRM in an easy to view format.  As a result you should not have to search multiple areas for the information you need.  The CRM Overview dashboard shown below displays the sales pipeline, leads, cases and open activity records.  Dashboards are easy to create, revise and share when your business requirements change.

Dashboard Tips for Microsoft Dynamics CRM

Use your charts.  Charts are easy to create and share and allow users to visualize and drill down into their data.  In the screenshot below, a user can open their active accounts list, expand the chart for new accounts by month and click on Feb 2011 to see the accounts created in that time period.

Microsoft Dynamics CRM Chart

Use the filters at the top of your entity lists.  Continuing on with the above tip, filter the city field in the account list for “Dallas” and note that your chart is updated to show the one account record in Dallas created in Feb 2011.

Use your filters

Review your personal options.  In the Set Personal Options dialog you can select your home page, set the number of records shown per page in any list of records, define email templates and select the email messages to track in CRM among many other settings.  We definitely recommend changing the Advanced Find Mode to Detailed in order to provide more choices in the Advanced Find query screen.

Personal Options

To display the Set Personal Options screen:

  • In the CRM for Outlook client, click the File tab, select CRM and then click Options.
  • In the browser client for CRM, click the File tab and then select Options.
  • Note: the browser client does not offer the Synchronization tab

Sherwood Systems, a Microsoft Gold Certified Partner, provides Microsoft Dynamics GP and Microsoft Dynamics CRM (Customer Relationship Management) business management and accounting software for small to midsize businesses in the U.S. with an emphasis on customers in Arizona, New Mexico and Nevada.

by Sherwood Systems, Arizona Microsoft Dynamics CRM Partner

 

 

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