Are you excited for the Dynamics CRM 2015 release and all of the awesome enhancements that come with it? So are we! Below are some of the new dashboard-related enhancements that were made to the MoCA client (the Dynamics CRM app, provided by Microsoft and available for download in the app stores).
One of the new enhancements to the Dynamics CRM MoCA client is the ability for the user to choose their own home page – which can now also be a Dashboard! All the user has to do is navigate to the dashboard they’d like to set as their home page, swipe up from the bottom of the screen, and choose Set as Home. Then, the next time the user selects their “home” icon in the upper right corner of the screen, they will be taken to this dashboard.
Along with the other dashboard enhancements, you can now also enable any system or personal dashboard for tablets. All you need to do is check the “enable for tablets” check box under the Dashboard Properties.
In the Dashboard area of the client, there are also three new commands in the dashboard area including: set as home, pin to start and pin to home.
Set as home: This command allows users to set the default dashboard that loads when they select the “home” icon in the upper left corner of their screen.
Pin to start: If you’d like to pin this dashboard to your start window, choose Pin to Start, and this dashboard will be available in your start menu.
Pin to home: You can also choose to in this dashboard to your home page.
Dynamics CRM 2015 will be available in the 4th quarter of 2014. If you are interested in learning more about the 2015 release, our blog features topics on The Top 10 New Features of Dynamics CRM 2015 and Product Catalog Enhancements in Dynamics CRM 2015. New ones are added every day so head on over to all sorts of CRM fun!