If you are looking for a powerful customer relationship management solution, then Microsoft Dynamics CRM 2013 is a great choice. This CRM solution is designed to help businesses manage their sales, marketing, and customer service operations more efficiently. One of the key features of Microsoft Dynamics CRM 2013 is its dashboard, which provides a customizable, real-time view of your business data.
What is a Dashboard?
A dashboard is a visual representation of your business data. It provides a quick and easy way to monitor key performance indicators (KPIs) and track progress towards business goals. A dashboard typically includes charts, graphs, and other visual elements that help you understand your data at a glance.
Why use a Dashboard?
A dashboard is a powerful tool for business managers and decision-makers. It allows you to quickly identify trends, spot potential issues, and make data-driven decisions. With a dashboard, you can stay on top of your business metrics and make informed decisions based on real-time data.
How to Access the Dashboard in Microsoft Dynamics CRM 2013
To access the dashboard in Microsoft Dynamics CRM 2013, simply click on the “Dashboards” option in the navigation bar. This will take you to the dashboard homepage, where you can view and customize your dashboards.
Customizing the Dashboard
One of the great things about the Microsoft Dynamics CRM 2013 dashboard is that it is highly customizable. You can create new dashboards, modify existing ones, and share them with your team members. Here are some of the ways you can customize your dashboard:
1. Adding Charts and Lists: You can add charts and lists to your dashboard to display your business data in a visual format. To add a chart or list, simply click on the “Add Chart” or “Add List” button and select the type of chart or list you want to add.
2. Modifying the Layout: You can modify the layout of your dashboard by dragging and dropping charts and lists to different positions. You can also resize charts and lists to make them fit better on the screen.
3. Changing the Data Source: You can change the data source for your charts and lists to display different types of data. For example, you can change the data source for a chart to display sales data for a specific product or region.
4. Filtering Data: You can filter the data that is displayed on your dashboard to show only the data that is relevant to you. For example, you can filter your sales data to show only data for a specific time period or sales rep.
5. Sharing the Dashboard: You can share your dashboard with your team members by clicking on the “Share” button and selecting the team members you want to share the dashboard with. This allows your team members to view the same dashboard and stay up to date on your business metrics.
Here are some examples of dashboards that you can create with Microsoft Dynamics CRM 2013:
Sales Dashboard: A sales dashboard can display your sales data by product, region, or sales rep. It can also show your sales pipeline and forecast.
Marketing Dashboard: A marketing dashboard can display your marketing campaigns, leads, and conversions. It can also show your website traffic and social media engagement.
Customer Service Dashboard: A customer service dashboard can display your customer support tickets, response times, and resolution rates. It can also show customer satisfaction scores and feedback.
The Microsoft Dynamics CRM 2013 dashboard is a powerful tool for businesses that want to stay on top of their key performance indicators. With its customizable, real-time view of your business data, you can make informed decisions and stay ahead of the competition. By following the tips and best practices outlined in this article, you can create a dashboard that meets your business needs and helps you achieve your goals.