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:
Jump to the following sections to learn more about working with dashboards:
- Creating a New Dashboard
- Sharing a Dashboard
- Expose the Data Behind a Dashboard
- Drilling Down into a Dashboard
- In the Dashboard area of Microsoft Dynamics CRM, select New in the command bar.
2. Select the dashboard layout that you want and select Create at the bottom of the screen.
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
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.
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.
c. Select your record type.
d. Select your view.
e. Select OK.
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.
b. Enter the name and URL.
c. Select OK.
7. Once you are done configuring your dashboard, select Save. It should now appear in the drop-down of available dashboards.
- Navigate to the Dashboard area of Microsoft Dynamics CRM and open the dashboard that you want to share with another user.
- Select the Share Dashboard button on the command bar.
3. Select Add User/Team.
4. Select the users or team you want to share the dashboard with and choose Select. Then select Add.
5. Select the level of access you want other users or teams to have and select Share.
You can easily access the data in the records that make up a chart. To do so, follow these steps:
- Select the empty space in a chart. You’ll see some buttons appear in the top right corner.
- Choose the small ‘view’ button.
3. This will reveal the records that make up the chart. Sometimes this is referred to as Inline Visualization.
- Select on a section of the chart you would like to see in more detail.
2. Select a field by which you would like to break down.
3. Choose the chart type and then select the blue arrow to view the results.
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.
5. To go back to the original chart, select the blue back button ().