O'Reilly logo

Maximizing Your Sales with Microsoft® Dynamics™ CRM 2011 by Adam Kachinske, Timothy Kachinske, Edward Kachinske

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Chapter 4. Visual Reporting with Dashboards

Creating a dashboard

Dashboards allow you to read and analyze your CRM data quickly and visually. Dashboards can be created and customized to display a wide range of components, including graphs, sales pipelines, and iFrames.

Task A Creating a system dashboard

You can create a system dashboard in the same manner that you would create a system view. Additionally, like a system view, a system dashboard is readable to all users in the CRM system. Once you’ve created a system dashboard, you can open it by clicking the dashboard drop-down and selecting it from the list of options.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required