Sales Dashboard
3 Things Every Sales Dashboard Should Have
December 1, 2016

One of the most easily customizable features of Microsoft Dynamics 365 is the Dashboards function. They are fun, insightful, and can be tailored to your personal business needs. An entire

Disable custom and System Dashboards
Using Security Roles to Disable Custom and System Dashboards
August 30, 2016

Security roles in Dynamics CRM can be configured to disable both custom and system Dashboards, which can be useful if a company adopts an existing solution but its users do

Get Those Power BI Tiles Embedded in Your CRM Dashboards
May 24, 2016

For several years now, we have had the powerful analytics capability of Power BI. First as Excel add-ins and the Power BI Desktop tool since 2015. With the original Power

Goodbye Isn’t Forever: How to Show Deleted Dashboards After Importing
December 9, 2015

If you try to import an out-of-the-box dashboard into an environment where it has been deleted, the import process will show that is was successful, however, the dashboard will not

What to do When: The ‘Set As Default’ button for Dashboards disappears in Dynamics CRM
January 20, 2015

The ‘SET AS DEFAULT’ button in the ribbon on the Dashboard page is not often used, but is very important. After going through the trouble of Creating a New Dashboard

How to Place PowerMap in a Dashboard in Dynamics CRM
June 11, 2014

If you’re looking for a more visual representation of records in your Microsoft Dynamics CRM, PowerMap will be your new best friend. PowerMap lets users choose an entity in CRM,

CRM Outlook Client: Change Your Default Outlook Homepage to a CRM Menu
August 7, 2013

The Dynamics CRM Outlook client offers a tight integration with Dynamics CRM. It allows you to use the application from Outlook, as well as the ability to synchronize contacts and

Multi-Currency Functionality for Goals in Dynamics CRM
June 18, 2013

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

Creating Daily Goals in Dynamics CRM 2011
February 1, 2013

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

How to Customize Colors in Dynamics CRM Charts
December 5, 2012

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 Dynamics CRM 2011 Tools and Settings for End Users That Increase Efficiency
August 10, 2012

What do you do for the user who says, “It takes too many clicks to…?” The following is a checklist of Microsoft Dynamics CRM 2011 tools and settings for that increase

CRM 2011 – Adding Activity Feeds to the Dashboard
August 7, 2012

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