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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘Creating Custom Dashboards in Dynamics CRM’

Chart Your Course to Success with Microsoft Dynamics CRM

A key benefit of Microsoft Dynamics CRM is how easily and efficiently you can display data in charts and dashboards. A chart is a visual representation of filtered data, or a view. A dashboard is a collection of charts, giving users an at-a-glance snapshot of the key performance indicators they want to track. Much like a […]

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New eBook: Create or Customize Dashboards in Microsoft Dynamics CRM

It’s 10 pm, do you know where your sales opportunities are? If you have dashboards set up in Microsoft Dynamics CRM you can make data easily accessible to everyone on your team so you know what’s happening with sales opportunities and service cases at this very minute. Then you can reach quickly and make important […]

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3 Easy Steps to Creating Custom Dashboards in Dynamics CRM

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 […]

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