Tag Archives: dashboards

Multi-Currency Functionality for Goals in Dynamics CRM

Goals in Microsoft Dynamics CRM are used to set revenue and count targets and to compare progress towards these targets. The multi-currency functionality for goals is Microsoft Dynamics CRM is an important feature that is used by many multinational companies

Posted in Customizing

Creating Daily Goals in Dynamics CRM 2011

Goals are one of the exciting features in Microsoft Dynamics CRM 2011. They can be created for a wide variety of purposes: from tracking progress on how many phone calls salespeople are completing over the month to measuring current customer

Posted in CRM 101, Customizing

How to Customize Colors in Dynamics CRM Charts

MS Dynamics CRM 2011 is an amazing tool that can show reports in a single view. Charts can easily be seen on the main dashboard of CRM or directly within the entity. With them, you can get a visual representation

Posted in Customizing

CRM 2011 – Adding Activity Feeds to the Dashboard

If you haven’t experimented with the Activity Feeds in CRM 2011 yet, they bring the concept of “social CRM” into your workplace. With activity feeds you can follow various records you are interested in and get updates posted to your

Posted in CRM 2011, Social CRM

Add Announcements to the Dashboard in CRM 2011

Announcements have been in Microsoft Dynamics CRM for years, but few companies really leveraged them because if users didn’t set their homepage to the announcement screen, they never saw the notices. The advent of Dashboards has changed the game significantly

Posted in Customizing

Microsoft Dynamics CRM 2011, Update Rollup 5 and Charts

The Update Rollup 5 has brought many amazing features and improvements to MS Dynamics CRM 2011, and one of those amazing improvements has come to the wonderful world of charts! Charts are one aspect of any program that provide a

Posted in Customizing

Searching in Dashboards inside Microsoft Dynamics CRM

Hey there MSCRM users! One of the great things about working with 100′s of companies using MSCRM is we get requests to do things that we haven’t always thought of. Well this week someone asked if they could use our

Posted in Addons, CRM 2011

Windows XP and Internet Explorer Dashboard Script Errors with CRM 2011

PowerObjects recently had an issue with all users on a particular environment were receiving Internet Explorer script errors in the CRM 2011 client and web client. The one common piece was all the users were using Windows XP. We tested

Posted in CRM 2011, Troubleshooting

CRM 2011 Actionable Goal Charts and Dashboards

Ever wonder how you could make goals actionable through dashboards? Let me walk you through it and soon you’ll be on your way! These are the steps you are going to take: Set up your goals via the new Goal

Posted in CRM 101, CRM 2011