Summary

Dashboards in CRM can be a great way to get a high level summary of how well the team is doing, by presenting lots of different data in a single screen – but did you know that you can also create your own Personal Dashboard to show the things that are most important to you?

How do I create a Personal Dashboard in CRM?

One thing to bear in mind before starting is that you’ll need to have all your components (Views and Charts) built and ready to go before you start building your Personal Dashboard.

• To create your Personal Dashboard, navigate to your existing Dashboards on CRM and there should be an option for “New” – click this and select “Dynamics 365 Dashboard”.

• The first screen that you’re presented with is the layout – these can be changed later, but if you can get it right first time, it’s much easier. Select the layout that’s most appropriate for you and click “Create”.

• Give your Personal Dashboard a name (you can have more than one Personal Dashboard) and then click on the required component icon for each placeholder to add the required component.
  The components that are easiest to use and most useful are:
  
  
  • Lists (View) – When you add a list, just select the record type and relevant View that you’d like the list to display. When viewing the list on the final Dashboard, you can also change the View from within the Dashboard itself.
    
    
  • Charts – For the Charts, again select the record type that you’re interested in, select the View of the data that you’d like to use and then the Chart that you’d like to use to display that data.

• You can change the entity or View used by a component by double clicking on it, or you can delete a component and start again using the delete key.

• You can also change how much space a Chart or List takes up by selecting the Chart/List then click on the three dots in the top navigation banner and selecting to increase or decrease the width or height.

• When you’re done, just save and close the Dashboard, refresh the page and your Dashboard should appear as an option with the standard Dashboards.

Top tips to have your information at your finger tips

1. There is the option to set this Personal Dashboard as your default Dashboard so that it’s quick and easy to get the data that is important to you.

2. There is an edit button, if it needs fine tuning and if it’s a work of art you can also ‘Share the Dashboard’ with other users within your organisation.

3. If you find that you’re sharing your Personal Dashboard with a number of people, it will be best to speak to your System Administrator to have the Dashboard converted into a System Dashboard.

Additional Information

More information on Dashboards can be found on the Microsoft website here.

Further Information

If you have any questions about this or need assistance, then please contact the GCC Group Support Team on 0345 260 1151 or servicedesk@gccgroup.co.uk

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