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Microsoft Dynamics CRM 2013 Unleashed by Marc Wolenik

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Dashboards

Dashboards enable the user to see more than one chart from different entities on a single page. In addition to adding charts (as discussed already in this chapter), you can add grids, IFRAMEs, and web resources to a dashboard.

Grids are representations of underlying CRM data (for example, Activities that relate to an Account or Leads that relate to a region), IFRAMEs are pass-through connections to other web pages (either externally or internally, or even self-referencing), and web resources are files that can be images, Silverlight applications, HTML pages, or script files.

The CRM system comes with 12 predefined system dashboards you can use as models:

Customer Service Operations Dashboard

Customer Service Performance Dashboard ...

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