How Microsoft Dynamics CRM Dashboards Work

One of the complaints some users of Microsoft Dynamics CRM software have is the inability to create custom dashboards for individual users. However, this criticism will soon be obsolete. The truth is that a simple add-on to your existing Microsoft Dynamics CRM suite gives you powerful tools to customize your dashboard look and feel. Streamsol, a Microsoft Dynamics CRM Partner, can help you customize your Microsoft CRM suite to include the feature of customizable dashboards.

Creating a New Graph is Simple

At the organizational or individual level, tools provided by Streamsol allow users to create custom graphs that will display anywhere they want on their dashboards. Using data from the powerful advanced finds tool, the graph dialog box is intuitive and easy to use. Not unlike creating a chart in Excel, users name the different axes of their chart, choose where it should appear on the dashboard, and choose whether it should appear for everyone or on just one individual's dashboard. Additionally, users can choose to set the height and width of the chart in case they don't want it taking up too much room on the dashboard. Once the new chart is created, the same data will also display right inside Microsoft Outlook.

Other Solutions Provide Even More Customization

Additional Microsoft Dynamics CRM tools enable sales managers and team members to take an in-depth look at the data they need to understand by organizing it into simple or complex charts that display in real-time on the user's dashboard. You can display the chart on the dashboard of just one individual, an entire department, or the entire organization. This not only makes it easier for team members to stay on the same page about sales data, it also prevents prying eyes from gaining access to data they do not need to see.

In summary, there's no shortage of ways to create custom dashboards for Microsoft Dynamics CRM.The truth is that it's easy to create customizable dashboards for your CRM set-up if you have the right tools.

Streamsol is recognized as one of the top ten Microsoft Dynamics CRM Partners in the country, and was named to Microsoft's President's Club in 2009. Streamsol is one of the only partners that has truly embraced the Microsoft "Power of Choice" messaging. Our Microsoft CRM practice revolves around three models; Microsoft CRM on-premise, hosted Microsoft CRM, and hybrid Microsoft CRM, which allow us to service companies of all shapes and sizes located anywhere in the world. Our vision and commitment to the Microsoft Dynamics CRM framework is unrivaled. To learn more please visit xRM.com.