One great aspect of Dynamics CRM is the ability to create Dashboards to help communicate data in a highly visual format quickly and effectively. Using graphs, charts and lists to frame important information and concepts, you can quickly illustrate critical information in an easy-to-read format. If you aren’t sure where to start or if you don’t think you’re receiving the information and reporting you need in CRM, read on and we’ll walk you through three easy steps to creating custom Dashboards.

Click here to learn how to create custom Dashboards in CRM.

You can also view our latest Dynamics CRM Best Practices video on Creating Dashboards in CRM.

By Bill Owens, Affiliated, Microsoft Dynamics CRM Partner and CRM Integrator, Columbus and Cincinnati, Ohio