Dashboards

Microsoft Dynamics CRM dashboards are collections of view lists, charts and iFrames that can pull in things like website information that you can modify to show key performance indicators and other important data. Here’s an example of what a dashboard looks like:

Dashboard CRM 2013
View Dashboard in CRM 2011

Jump to the following sections to learn more about working with dashboards:

Creating a New Dashboard

  1. In the Dashboard area of Microsoft Dynamics CRM, select New in the command bar.

Create New Dashboard in CRM 2013
View Create New Dashboard in CRM 2011

2. Select the dashboard layout that you want and select Create at the bottom of the screen.

2013 CRM Dashboard Layout
View Select Dashboard in CRM 2011

3. Give your dashboard a descriptive name.

4. Now you can start adding what you want to each area of your dashboard. We’ll start with a Chart.

a. Choose the area you would like to put a chart, then select Chart in the Command bar. Or select the Chart icon in the desired area

Add Chart to dashboard in crm 2013
View Add a Chart in CRM 2011

b. Select the record type for the chart.

c. Select a view that the data in the chart will be based on.

d. Choose the actual chart.

e. Select Add.

Add View Component to Dashboard 2013
View Select a Component to Add to Dashboard in 2011

5. Now let’s add a list to the next area.

a. Select the section you want to add the list to.

b. Select the List icon in the command bar, or in the desired area.

Add List Component to Dashboard in CRM 2013
View Add List Component to Dashboard in 2011

c. Select your record type.

d. Select your view.

e. Select OK.

Add View Component to Dashboard 2013
View Add View Component to Dashboard in 2011

6. Now add an iFrame.

a. First select the section you want to add the iFrame. Then, select the More icon (ellipsis) and choose iFrame from the drop down.

Add iFrames to Dashboard CRM 2013
View Add iFrame to Dashboardin in CRM 2011

b. Enter the name and URL.

c. Select OK.

iFrame CRM 2013

7. Once you are done configuring your dashboard, select Save. It should now appear in the drop-down of available dashboards.

Sharing a Dashboard with Other Users

  1. Navigate to the Dashboard area of Microsoft Dynamics CRM and open the dashboard that you want to share with another user.
  2. Select the Share Dashboard button on the command bar.

Share Dashboard in CRM 2013
View Share Dashboard in CRM 2011

Share Dashboard in CRM 2013
View Share Selected Dashboard With in 2011

3. Select Add User/Team.

4. Select the users or team you want to share the dashboard with and choose Select. Then select Add.

Share Dashboard Select Users CRM 2013
View Select Users to Share Dashboard in 2011

5. Select the level of access you want other users or teams to have and select Share.

Share Dashboard Permissions CRM 2013
View Select Level of Access for Shared Dashboards in 2011

Exposing the Data Behind a Chart

You can easily access the data in the records that make up a chart. To do so, follow these steps:

  1. Select the empty space in a chart. You’ll see some buttons appear in the top right corner.
  2. Choose the small ‘view’ button.

Access Records from Dashboard 2013
View Access Data Behind Charts in 2011

3. This will reveal the records that make up the chart. Sometimes this is referred to as Inline Visualization.

Inline Visualization in CRM 2013
View Inline Visualization in 2011

Drilling Down / Filtering a Chart

  1. Select on a section of the chart you would like to see in more detail.

Drill Down CRM 2013
View Drill Down in 2011

2. Select a field by which you would like to break down.

Field Breakdown Filter CRM 2013
View Field Filter in 2011

3. Choose the chart type and then select the blue arrow to view the results.

Dashboard Drill Down by Owner CRM 2013

4. In this example, you’ll see the orange section of the pie – Warm Leads – broken down by owner. A new chart will appear that displays the filtered information.

Drill Down New Chart CRM 2013
View New Chart From Drill Down in 2011

5. To go back to the original chart, select the blue back button (ana23).