One of the most useful features of a CRM system is the dashboard. Dashboards enable you to efficiently make business decisions with an at-a-glance visual representation of the data that matters most to your business.
Both Microsoft Dynamics CRM and Salesforce offer easily customizable dashboards with comparable results, but there are some differences between dashboards in the two systems worth highlighting.
1. In Salesforce, dashboards require that you first create a report of the data you wish to see in the dashboard. To create a dashboard in MS Dynamics CRM, you must first create a list view. For the purpose of creating a dashboard, these are both essentially a list of records that meet the criteria you define, displayed in rows and columns. Both views in Dynamics CRM and reports in Salesforce can be filtered and grouped to further refine your query criteria.
2. In Microsoft Dynamics CRM, dashboards may either be system dashboards, configured by the administrator and available to all users in the organization; or personal dashboards, configured by individual users who can control the sharing and visibility of their personal dashboards. In Salesforce, dashboards are stored in folders. The permission levels of the folders control the visibility of the dashboards inside the folders. For example, an administrator could set up a public dashboards folder which would be available to all users, and individual users or groups within the organization could set up dashboard folders which only they can view or access.
3. Dashboards in Salesforce may have up to 20 components (the charts and lists), whereas in MS Dynamics CRM, the limit is six components per dashboard.
4. Both systems allow the viewing user to "refresh" a dashboard to ensure that the data within the dashboard is up-to-the-minute. In Salesforce, dashboard refreshes can be scheduled to occur automatically at regular intervals (daily, weekly, etc.).
These are just a few of the differences between dashboards in Microsoft Dynamics CRM and Salesforce. In part two of this blog series, we will look at additional differences between the dashboards of both systems. While there are a number of differences when it comes to creating and using dashboards between the two systems, it is worth noting that both Microsoft Dynamics CRM and Salesforce provide you with the ability to create highly customized dashboards in an easy-to-use interface with very similar results. Dashboards in either system will provide you with the ability to quickly view and understand the data you need to make important business decisions.
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by TopLine Results