Create or

customize
CRM system
dashboards

Make the data that matters

easily accessible to your teams
in Microsoft Dynamics CRM
For
For admins
admins
“Information is the oil of the 21st century, and analytics is the
combustion engine.”
- Peter Sondergaard, senior vice president at Gartner
CRM Online and Microsoft Dynamics CRM 2015 and earlier versions (on-premises)
A salesperson tracking opportunities needs a different dashboard than a sales manager or executive
focused on performance. With CRM, you can pick the right dashboard for your role, whether you’re in Sales,
Service, or Marketing, and depending on your focus. Pick from any of the following built-in dashboards.

Sales Dashboards Customer Service Dashboards Marketing Dashboards General Dashboards

• Customer Service Manager • Microsoft Dynamics CRM

• Sales Activity Dashboard
Dashboard • Marketing Dashboard Overview Dashboard
• Sales Activity Social
• Customer Service • Marketing Social Dashboard • Microsoft Dynamics CRM
Dashboard
Representative Social Social Overview Dashboard
Dashboard
• Sales Dashboard
• Customer Service
• Sales Performance Dashboard Performance Dashboard

• Customer Service Operations

Dashboard

• Customer Service
Representative Dashboard
 System dashboards User dashboards

Created by a system admin or system customizer Created by any user

Created in the Settings area Created in a user’s work area: Sales, Service, or Marketing

Must be published to be visible Do not need to be published to be visible

Visible to everyone in the organization, although they Visible only to the user who creates them, although a user can
can be “hidden” by using security roles share a dashboard or assign to another user

The system admin or system customizer can set a A user can set their own default dashboard, overriding the
particular dashboard as the default dashboard—the one default dashboard set by the system admin or system
everyone sees when they start CRM—for the whole customizer.
organization.
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1 Select the component.

2 Choose the More (three dots) button at the top of the screen, and then choose an option. In this
case, choose Increase Height.
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System dashboards are visible to everyone in an organization. You can use security roles to make a
dashboard visible to just certain roles.

1 In the Solution: Default Solution window, select Sales Dashboard, and then choose Enable Security Roles.

2 In the Assign Security Roles dialog box, choose the Display only to these selected security roles option,
and then check just the roles you want to provide access to. For example, check the Salesperson
and Sales Manager roles.
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Insert Chart Insert List
Option Description
Name Contains a unique ID used to identify the list. CRM suggests a value for Name but you
can change it.
Label Add a label.
Entity The record type that the list is based on. This value determines the values available for
Default View.
Default View The view used for the list when the dashboard is opened. A user can change the view
but the list will revert to Default View the next time the dashboard is opened.
Display Search Box Displays or hides the search box.

Display Index Displays or hides the A to Z filters at the bottom of a list.

View Selector Select Off to remove the view selector from the list. Select Show All Views to allow
users to select any system view when they use the dashboard. To limit the available
views, select Show Selected Views, hold down the Ctrl key, and then select the
specific views for the list.
Option Description

Name Contains a unique ID used to identify the chart. CRM suggests a value for Name but
you can change it.
Label Add a label.

Entity The record type that the chart is based on. This value determines the values available
for Default View and Default Chart.

Default View The view that provides the data for the chart. The available values are determined by
Entity.

Default Chart The chart that’s shown when the dashboard is first opened. A user can change the
type of chart if the Display Chart Selection option is turned on, but the chart will
revert to Default Chart the next time the dashboard is opened.

Display Chart Selection Select this check box if you want users to be able to change the type of chart
(column, bar, pie, etc.) that’s displayed when they’re using the dashboard. The chart
type reverts to Default Chart when the dashboard is closed.

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1 Open an existing dashboard or create a new dashboard as described earlier in this eBook.

2 Do one of the following:

 If you’re creating a new dashboard, choose the Insert iframe

icon.

 If you’re modifying an existing dashboard, choose Iframe at

the top of the layout screen.

3 In the Add an iframe dialog box, in the URL field, enter a URL for a
webpage or web app. For example, enter a URL for a SharePoint site.

4 If you’re referring to an external website, you may need to clear the

Restrict cross-frame scripting, where supported check box.

5 Choose OK to add the iframe to the dashboard.

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2 Open an existing dashboard or create a new dashboard as described earlier in this eBook.

3 Do one of the following:

 If you’re creating a new dashboard, choose the web resource icon.

 If you’re modifying an existing dashboard, choose Web Resource at the top of the
dashboard layout screen.

4 In the Add Web Resource dialog box, choose the Lookup button to search for the web resource.

5 Select the web resource, and then choose OK.

 Thanks for reading!

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CRM Help & Training

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