A key benefit of Microsoft Dynamics CRM is how easily and efficiently you can display data in a dashboard, so you have key information at your fingertips as to what’s going on with various functions at that precise moment. Depending upon your role, your level (team leader/manager etc) and your daily activities, having a personalised view around your KPI’s and being able to drill down to review the specific performance will make you much more effective and save you a load of time.
In this top tips video, we show you how easy it is to create your own custom dashboards within your CRM…
