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Charts make the numerable tables of data in Dynamics 365 digestible. Learn how to use charts and dashboards in CRM to your advantage.
We use dashboards very heavily internally and have recently expanded our set of core metrics and KPIs to be about 12-15 charts and graphs (depending on special events we may have, etc.). In this post I will tell you about a fairly quick way to create rotating dashboards with SharePoint. SharePoint is the perfect solution for our needs because it allows us to stay within our core systems and leverage the platform.
SharePoint has had excellent dashboard presentation capabilities for a long time now. Dynamics CRM formally rolled out dashboard reporting with CRM 2011 (although using SharePoint and/or SSRS enabled dashboard reporting with previous versions of CRM). Now that this functionality is getting embraced and adopted by many organizations, how can it best be leveraged to change the game by truly accelerating performance? Simple. Combine the best of Microsoft SharePoint, Dynamics CRM 2011 and TV or large monitors placed in public areas within your business. Here’s how we’ve done it at C5 Insight.
Interacting with dashboards in Dynamics CRM 2011 is a powerful way to monitor and manage your business. Frequently, however, it would be helpful to “drill into” only a portion of a chart (such as a bar in a bar chart or a slice of a pie chart) to see the grid behind it. Because of the way that dashboards function, however, it is not readily apparent how to do this. This post demonstrates how you can accomplish this in just two mouse clicks.
That’s it! In two clicks, you’ve been able to drill from a dashboard, to a chart, to the data behind a specific slice of a chart. See the nearby video for a live example.
One of Microsoft’s goals with Dynamics CRM 2011 was to deliver intelligent experiences across the enterprise. Some of the most important items that Microsoft included in the CRM 2011 toolbox for that are charts and dashboards – collectively referred to as visualizations. Visualizations not only provide a way to rapidly boil a lot of data down into a chart or graph; they also allow managers and users drill down on data and move from analysis to action very quickly. Visualizations can be created at the “system” level (for distribution across your enterprise), and users can create them at the “personal” level (for their own individual use, or to share selectively with colleagues). In this entry, I’ll take a look at how to create personal Charts and Dashboards in 5 easy steps.
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