Interactive dashboards cannot be personal dashboards.Classic dashboards can be personal dashboards.You are sharing the dashboard not the underlying data! Sharing does not break any of the security model rules.When sharing dashboards, it is important to ensure that all personal charts and views contained in the dashboard are also shared.
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Personal dashboards can be shared with other users and teams. Initially only the user creating the dashboard can see it.For example, you can drill into charts on a dashboard in exactly the same way as you can from list views elsewhere in Dynamics.Īs with charts and views there are two types of dashboards. In addition to simply viewing data it is also possible to interact with the information presented. Dynamics 365 dashboards typically include charts and list views but you can also add iframes, web resources, Power Bi charts, Microsoft Social Engagement insights etc. Just like your car dashboard they provide a snapshot of key information in an easy to access format. There are actually three styles of dashboard in Dynamics 365. But you will also need to be aware the that we can view Dynamics 365 data on a PowerBI dashboard or include visualizations from PowerBI on a Dynamics 365 dashboard. In this post I will focus on the dashboards available to us in the core Dynamics 365 product. In the skills measured statement (shown below) you will see a reference to dashboards. This time I will cover the concepts around sales dashboards. I hope that collectively these posts may prove useful to anyone also preparing for the MB 210 exam. This makes navigation easier and simplifies internal communications.As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. Dynamics 365 also gives you the opportunity to expand as demand grows and the system matures, with over a dozen apps and add-ons available to you.Ī common data platform: Your Dynamics 365 portal is seamlessly integrated with all your other Office365 applications, including Outlook and Teams. This helps you optimise your CRM experience in line with your business needs.Ĭustomisable software: Build your CRM to suit your requirements and the scale of the project. This allows you to easily view key performance metrics and identify patterns, revealing logical next steps for your business, all on one dashboard.Įasy integration: Alongside the basic functions, there are also countless opportunities for easy integration with other apps and add-ons. Aided by Power BI, Dynamics 365 gives you access to real-time analytics. The cloud-based portal is available on any device from anywhere.Įmbedded analytics: Analytics are crucial to driving smart decision-making across all levels of your business. Then use Dynamics 365’s coaching tools to help your colleagues take action to address any issues.ĭynamics 365 helps you see and understand more with:Ī simple, unified interface: You can access all modules and apps in one place, in your Dynamics 365 portal. Identify risks in advance: See into conversations and spot where a deal is at risk. See new market trends: AI gives you insights on changing customer needs and competitive dynamics. Discover new and better ways to gain introductions.īoost your sales performance: Dynamics 365 gives your sales people the insights, relationship analytics, and conversation intelligence they need to improve performance. Know more about customers and leads: Integration with LinkedIn Sales Navigator gives you easy access to profiles and insights.
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Manage more relationships at once: Dynamics 365 integrates with LinkedIn Sales Navigator, merging relationship data and processes, making it easier for your sales people to build relationships and manage more of them. Monitor relationship health: Dynamics 365 and Microsoft 365 give you indications on the health of customer relationships and any risks to be aware of. Get a picture of relationships: Dynamics 365’s interactive charts help you keep track of your contacts.