March 25, 2015 – (Recording Available) Microsoft Dynamics CRM has built-in tools that allow almost any user the capability to create their own personal views, reports, charts and dashboards without needing to be a developer. This two-part series explores how to use the reporting and analytic tools already included in Microsoft Dynamics CRM.
In Part 2 of the series, we will demonstrate how to use the following features:
- Personal Charts: Charts provide a graphical representation of the records presented in a view. We will demonstrate how you can create a personal chart in CRM.
- Personal Dashboards: Dashboards can provide a high-level overview of what is happening in CRM. We will demonstrate how to create a Dashboard for your personal use that includes, Lists, Charts, and more.
- Sharing: You may find that other people in your organization may benefit from the views, reports, charts and dashboards you have created. We will explore how to share each of these objects and the permissions you can grant to those objects.
- Setting Defaults: You can set your preferred default view and dashboard in CRM. We will show you how to save time by setting your personal defaults.
- Home Page: The final tip in this series will demonstrate how you can designate which area and which page will display every time you open CRM in the web client.
We will have a Q&A session available after the presentation. We look forward to seeing you at the webinar!
Title: Reporting & Analytics in Microsoft Dynamics CRM – Part 2
Date: Wednesday, March 25, 2015
Time: 11:00 AM – 12:00 PM PDT