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Aileen Gusni
For End Users
Create and
Customize
Personal
Dashboard
Dashboards?
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First time you login to CRM, while your time is precious, you need a great landing page, that’s why you need a
Dashboard to show up.
Dashboard will help you to see the overall performance and keep you updated, while you needn’t go find your data
one by one, your very important data all is here and is waiting for you once you landed.
Dashboard is a useful tool to perform quick and high-end analysis for high end user
System Dashboards vs User Dashboards
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System Dashboards User Dashboards
Created by a system or a system customizer Created by any user
Created in the Settings area Created in a user’s work area: Sales, Service, or Marketing
Must be published to be visible Do not need to be published to be visible
Visible to everyone in the organization or hidden by security roles Visible only to the user who created them and to whom that been
shared/assign by the creator
The system admin or system customizer can set a particular
dashboard as the default dashboard for everyone in the
organization
A user can set their own default dashboard, it will override the
default dashboard set previously by the system admin or system
customizer
It is a solution component that can be exported and imported
through solution and can be overridden if imported
It is a kind of Dashboard entity record that is not part of solution
component
* We are focusing on End Users Training to Create and Customize Personal User Dashboard
Know Your Dashboards
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System Dashboards
User Dashboards
Once a System Administrator or System
Customizer created a Dashboard, it will
become a System Dashboard and will
appear in System Dashboards.
Once a User created a Dashboard, it
will become a Personal Dashboard and
will appear in My Dashboards.
Dashboard Selector
What’s Inside your Dashboard?
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We can add these following
components:
1. Chart
2. List View
3. Web Resource
4. Iframe
Chart and View are related each other
and you can switch them easily 1 Dashboard can only have 6 Components by Default
*End User Training will focus on Chart and List View
Sample of Iframe & Chart
Create a New Personal Dashboard
1 Click the Button
2 Choose Layout
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Create a New Personal Dashboard
3 Enter a Lovely, Descriptive, and Meaningful Name for Your Dashboard
4 You can Save it First
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Understand the Editor Main Ribbons
1 Save the unsaved changes
2 Close the Dashboard Editor
3 Edit Selected Component
4 Insert a New Chart as component
5 Insert a List as component
7 Insert a Web Resource as component
6 More actions…
8 Insert an Iframe as component
*4-8 are another method to add new components
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Add a Chart to New Dashboard
1 Click either or
2 Add Component
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Add Component - Chart 1 Record Type : Choose your entity
2 View: Choose your entity view
3 Chart: Choose your charts 4 Click “Add” to Insert
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Add Component - Chart
5 Now one chart has been
added into your Dashboard
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Add a List to New Dashboard
1 Click either or
2 Add Component
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Add Component - List 1 Record Type : Choose your entity
3 Click “Add” to Insert
2 View: Choose your entity view
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Add Component - List
Congratulation, you have added 1 List into your Dashboard
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See The Result1 Save
2 Close
3 See the Result
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Sharing a Dashboard to Other Users/Teams
Why do you need to share?Because once you created a
Personal Dashboard, the only
person that can see is “Yourself”,
so you need to share to other
people, such as your Employee,
Salesperson, Subordinates, or
your Boss?...
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Sharing a Dashboard to Other Users/Teams
2 Find and Click the
1 Make sure that
you are in the
Dashboard Page
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Share User Dashboard Screen 3 Common Tasks
box – Add User/Team,
Remove, and Manage
the Permission
4 Shared Record
box – To see to whom
the record has been
shared with
(currently – nobody)
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Add User/Team to Share With
5 Select Add User/Team
6 Select the users or
team you want to share
with
7 Then choose Select and Add
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Add User/Team to Share With
8 Select the level of
access permission you
want to the other:
Read, Write, Delete,
Assign, Share
9 And click Share
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Share Dashboard to Others
What happened after you share the Dashboard?
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Sharing Dashboard does not
mean you share the data to
other Users, the data is still be
kept strictly under your
ownership and based on the
existing authority
I share to person A, but
person A cannot see my
data, so see in the left
side
Assign a Dashboard to Another User/Team
2 Find and Click the
1 Make sure that
you are in the
Dashboard Page
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Assign a Dashboard to Another User/Team
4 Choose the User/Team
3 You can Assign to Yourself
(if you are not the owner) or
Assign to another user or team
5 And click Assign *Once you Assign, you are not the owner of the
Dashboard anymore.
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Copy Existing Personal Dashboard
You can copy existing personal dashboard
and create new one not from the scratch
1 Click
2 Provide a Name
& Description for
your New
Dashboard
3 No not Forget to
Save
Copy Existing Personal Dashboard
4 See the Result, you have 2 identical Dashboards
Set Default Dashboard
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You can select 1 Dashboard as Default Dashboard, thus,
every time you login to CRM you will meet this Dashboard
at the very first time login.
2 Click
1 Select the Dashboard from the
Selector
Manage & Modify Existing Dashboard
1 Click the
You can Modify the Existing Dashboard
2 After Finish Editing,
Save and Close
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Manage the Layout – Change The Size
You can Move and Switch the components each other and you can also Increase Height/Width of the Component
In this example we will increase the height and width of The Top Customers Chart
We will
Enlarge
this Chart…
To be like
this one…
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Manage the Layout – Change Its Size
You can Move and Switch the components each other and you can also Increase Height/Width of the Component
In this example we will increase the height and width of The Top Customers Chart
1 Click the Chart you want to Modify
2 Play around with Increase Width, Decrease Width,
Increase Height, and Decrease Height Buttons
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Manage the Layout – Move/Switch Components
You can Move and Switch the components each other and you can also Increase Height/Width of the Component
In this example we will increase the height and width of The Top Customers Chart
We want to
swap the
Position
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Manage the Layout – Move/Swap Components
1 Click and drag the Component you want to
Swap until you see this cursor
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Manage the Layout – Move/Swap Components
2 Drag and keep its position until you see the Red Line Square Block
3 Then you can Play Around with the Position drag and drop another Component that challenges it and
you can use Arrow Keyboard, Up-Down-Left-Right to perform the movement
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Edit ComponentYou can Edit the existing component, for example you want to
Convert a View to Chart
We want to
Convert this
to Chart
Replace
with this
Chart
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Edit Component1 Back to the Dashboard Editor
2 You can either click the Edit Component or
Double Click the component you want to Edit
3 Set Properties
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Edit Component – Change List/Chart Properties
1 Label & Display Properties
In fact, List and Chart are having
similar Option, the different is
List will show the Data in List
View and Chart will show in
Graph as visualization, they have
same base property and Data
Source
You can swap easily
2 Data Source Property,
applied to both List and Chart
3 Additional Options
Property, applied only to List
4 Chart Options Property,
applied only to Chart
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Edit Component – Change List/Chart Properties
5 You can change the Data
Source to filter the data
8 And Click Set to Confirm
6 You can choose the View that
you want to show in View Selector
or you can just Turn it Off
7 Choose your Default Chart and Tick the
Show Chart Only
To filter the data, you
need to define the
Entity and Default View
in the Data Source
property
The View Selector and
Chart Selector will be
shown if you turn it on,
see next page to know
the result
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Edit Component – Change List/Chart Properties
Without View
Selector and
Chart Selector
Have View
Selector and
Chart Selector
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List Options Properties You Can Set
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Chart Options Properties You Can Set
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Remove Component
You can Remove the Component of your Dashboard
1 Click the Component that
you want to Remove
2 Click the Remove button
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Delete Dashboard
You can Delete the Dashboard
1 Choose your Dashboard that you want to Delete
2 Click the Delete button
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Create a New List ViewSomehow you will feel that I want to show more list or chart, but it does not exist. If you want to show other
views or charts other than existing ones, then you can Create a New Personal View and Chart
In this example, we want to create a New Opportunity View – Open Opportunity with Est. Revenue > 100k
1 Go to Opportunity – Microsoft Dynamics CRM Sales Opportunities
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Create a New List View1 Click the View Selector
2 Create Personal View
3 Will Open a New Window
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Create a New List ViewWe want to Configure the New Personal View :
Open Opportunity with Est. Revenue > 100k
With specification:
• Displayed Columns
- Topic
- Potential Customer Name
- Owner of the Opportunity (in this case Salesperson)
- Territory
- Estimated Revenue
- Created on (Creation Date)
- Account Industry
• Filters Criteria
- Status: Open
- Est. Revenue > 100k
4 Click Query and Edit Columns
5 Now by default you have some columns, Add More Columns,
Click the Add Columns
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Create a New List View – Display Columns
6 Add your Columns
7 You can add more columns from the related
entity, such as add Industry Code of Account,
choose the Record Type to Potential Customer
(Account)
8 Include the Industry
9 Click OK
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Create a New List View – Filter
10 Make sure you are in Detail Position
Now, Configure your Filter Criteria: Status = Open
11 Click the second line
12 Choose the Status
13 Click the …
14 Set the Selected Values = Open and click OK
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Create a New List View – Filter
15 Do the same thing, chose Est.Revenue – Is Greater Than
Now, Configure your Filter Criteria: Est.Revenue > 100000
16 Enter the Value
17 Save As..
18 Enter the Name & Description and click Save
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Create a New List View – Filter
19 Click “! Results”
Now, See the Result
20 See your Result
21 Now you can see your new Personal View
here…
Congratulation, you have created 1 New Personal View
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Create a New List View – What Else You Can Do?
1 You can Re-Order the Position
3 And Adjust the Column Width
2 Configure the
Sorting Order
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Create a New List View – Pin the View
1 Choose your selected View in the View Selector
You can Pin your View as the Default View, so this view will become your first time
welcome view once you visit the Opportunity
2 Click the Pin button
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Create a New Chart
We have learned how to create
our personal View, now let’s learn
how to create a New Personal
Chart from our view.
1 Now back to your View
2 Select the Charts Tab
in the right side, click it.
We’ll create a new Chart for
specific ‘Big Fish Opportunities’
by Owner, Territory, and
CreatedOn
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Create a New Chart
3 It will expand a Chart Pane,
then click the + button
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Create a New Chart – By Owner
1 Now in the Chart Designer, Enter your Chart
Name
2 In the Legend Entries (Series), choose the
Est.Revenue – basically for this you need to choose
which value you want to measure, and you want to
measure the Estimated Revenue and choose Sum
3 In the Horizontal (Category) Axis Labels,
choose the Owner – because you want to see the
performance of the Salesperson compare to the
Revenue, short statement, you want to know the
Est. Revenue of these Big Fish Opportunities by
Owner
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Create a New Chart – By Owner
4 Here you can choose your
Chart Graph Type5 For example, you change to Bar and Pie Chart
6 And Save it..
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Create a New Chart – By Territory
1 Now in the Chart Designer, Enter your Chart
Name
2 In the Legend Entries (Series), choose the
Est.Revenue – basically for this you need to choose
which value you want to measure, and you want to
measure the Estimated Revenue and choose Sum
3 In the Horizontal (Category) Axis Labels,
choose the Territory – because you want to see
the performance of the Salesperson compare to
the Revenue, short statement, you want to know
the Est. Revenue of these Big Fish Opportunities
by Territory
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Create a New Chart – By Created On
1 Now in the Chart Designer, Enter your Chart Name
2 In the Legend Entries (Series), choose the Est.Revenue – basically
for this you need to choose which value you want to measure, and
you want to measure the Estimated Revenue and choose Sum
3 In the Horizontal (Category) Axis Labels, choose the Created On
– because you want to see the performance of the Territory
compare to the Revenue, short statement, you want to know the
Est. Revenue of these Big Fish Opportunities by Created On
Do the same things as we did in the By Owner Chart, (You
can use Save As feature), now just change the Axis Category
4 For the Date field, it has special
case, you can set by Day, Week,
Month, Quarter, Year, Fiscal Period,
and Fiscal Year
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Create a New Chart – Two Categories
1 In the Horizontal (Category) Axis Labels, choose the
Created On and click Add a category
We can create a Chart with multiple (2) categories.
2 Now Add the Territory as well
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Cope ‘the Most’ or ‘the Least'
Before After
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Cope ‘the Most’ or ‘the Least'If your chart is so messy because showing much data, you can filter only show the Top ones or the Bottom
ones, it’s your choice
1 Just click the Buttons that marked by
Green-colored square2 Choose Top 5 for example
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Modify the ChartYou can modify your Chart
1 Just expand the Chart Pane again 2 Click the Edit button
3 It will open back the Chart Designer
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Add The Newly Created Charts to DashboardNow, let’s add them to our Dashboard.
1 Edit existing Dashboard or Create a New
Dashboard
2 Insert the Charts as per mentioned steps
before
3 Now you can see your View + Chart here
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Add The Newly Created Charts to DashboardSee the Result
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What if I Got Lost?
1 Mouse Over or Click Microsoft Dynamics CRM and Click Sales
If you got Lost, you can go back to the Dashboard through CRM Sitemap Navigation
2 And click Dashboards
Navigate to Recently Viewed Dashboards
1 Follow these Steps: Microsoft Dynamics CRM Sales Dashboards
And you can see the Recently Viewed Dashboards
3 Click the Recently Viewed Dashboard to go directly to your purposed Dashboard
2 Or you can use the Chevron in the right side of ‘Dashboards’ to open the Recently Viewed section
Exposing Data
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You can easily move from your chart to access the data to know
what data in the records that are being used to make up the chart.c
1 Hover your chart until you
see these 3 buttons
2 To expose and access the data that
build this chart, check this button
3 These 3 buttons:
Refresh – Expose Data – Enlarge Chart
Exposing Data
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Drilldown Chart Data
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You can drill-down your chart to see more detail drilled-down data
1 Select on the Chart Bar/Piece you would like to drill down
more detail
2 Select Field that you use to drill down
In this example I want to break down the Outright
Sales, whether with Conditional Sales Type, Yes or Not.
Drilldown Chart Data
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4 Click the
blue arrow
to view the results
3 Then choose the chart type you want to show for the
drilled-down data
Drilldown Chart Data
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3 Do the Same Thing, now drill down deeper to the
Product Category
As long as the Field is in the Entity and does exist in the View as Data
Source of this Chart, then you can drill-down more than once.
4 Select the field:
Product Category
Filter the Chart Data by Slice
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You can filter to show the data that generated the slice of your chart
2 Choose the slice/bar of your chart
1 Go to the Chart Data
Visit my blog: http://missdynamicscrm.blogspot.com
Aileen Gusni
"When you work with passion, all seems doable,
possible, feasible, and of course comfortable."
http://rockstar365.com/aileengusni
Passionate Certified and Experienced
Microsoft Dynamics CRM &
Microsoft SharePoint Professional
