This document provides guidance on creating and customizing personal dashboards in Microsoft Dynamics CRM. It begins by explaining the difference between system dashboards created by administrators and user dashboards created by individual users. The document then walks through steps to create a new personal dashboard, add charts and lists as components, edit component properties, share dashboards with other users, and more. It also provides instructions for creating new list views and charts that can be added as components to dashboards. The overall document is a training guide for end users on how to build out personalized dashboards in CRM.

1. Aileen Gusni
For End Users
Create and Customize Personal Dashboard

3. Dashboards?
3
FirsttimeyoulogintoCRM,whileyourtimeisprecious,youneedagreatlandingpage,that’swhyyouneedaDashboardtoshowup.
Dashboardwillhelpyoutoseetheoverallperformanceandkeepyouupdated,whileyouneedn’tgofindyourdataonebyone,yourveryimportantdataallishereandiswaitingforyouonceyoulanded.
Dashboardisausefultooltoperformquickandhigh-endanalysisforhighenduser

4. System Dashboards vs User Dashboards
4
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 tobe visible
Visible to everyonein the organization or hidden by security roles
Visible only to the user who created them andto 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 beoverridden if imported
It is akind 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

5. Know Your Dashboards
5
System Dashboards
User Dashboards
Once a System Administrator or System Customizer created a Dashboard, it will become a System Dashboard and will appear inSystem Dashboards.
Once a User created a Dashboard, it will become a Personal Dashboard and will appear in My Dashboards.
Dashboard Selector

6. What’s Inside your Dashboard?
6
We can add these following components:
1.Chart
2.List View
3.Web Resource
4.Iframe
Chartand Vieware related each other and you can switch them easily
1Dashboard can only have 6Components by Default
*End User Training will focus on Chartand List View
Sample of Iframe& Chart

8. Create a New Personal Dashboard
1Click the Button
2Choose Layout
8

9. Create a New Personal Dashboard
3Enter a Lovely, Descriptive, and Meaningful Name for Your Dashboard
4You can Save it First
9

10. Understand the Editor Main Ribbons
1Save the unsaved changes
2Close the Dashboard Editor
3Edit Selected Component
4Insert a New Chart as component
5Insert a List as component
7Insert a Web Resource as component
6More actions…
8Insert an Iframeas component
*4-8 are another method to add new components
10

11. Add a Chart to New Dashboard
1Click either or
2Add Component
11

12. Add Component -Chart
1Record Type : Choose your entity
2View: Choose your entity view
3Chart: Choose your charts
4Click “Add” to Insert
12

13. Add Component -Chart
5Now one chart has been added into your Dashboard
13

14. Add a List to New Dashboard
1Click either or
2Add Component
14

15. Add Component -List
1Record Type : Choose your entity
3Click “Add” to Insert
2View: Choose your entity view
15

16. Add Component -List
Congratulation, you have added 1 List into your Dashboard
16

17. See The Result
1Save
2Close
3See the Result
17

19. Sharing a Dashboard to Other Users/Teams
Whydoyouneedtoshare?
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?...
19

20. Sharing a Dashboard to Other Users/Teams
2Find and Click the
1Make sure that you are in the
Dashboard Page
20

21. Share User Dashboard Screen
3Common Tasks box –Add User/Team, Remove, and Manage the Permission
4Shared Record box –To see to whom the record has been shared with (currently –nobody)
21

22. Add User/Team to Share With
5Select Add User/Team
6Select the users or team you want to share with
7Then choose Select andAdd
22

23. Add User/Team to Share With
8Select the level of access permission you want to the other: Read, Write, Delete, Assign, Share
9And click Share
23

24. Share Dashboard to Others
What happened after you share the Dashboard?
24
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

25. Assign a Dashboard to Another User/Team
2Find and Click the
1Make sure that you are in the
Dashboard Page
25

26. Assign a Dashboard to Another User/Team
4Choose the User/Team
3You can Assign to Yourself (if you are not the owner) or Assign to another user or team
5And click Assign
*Once you Assign, you are not the owner of the Dashboard anymore.
26

28. Copy Existing Personal Dashboard
You can copy existing personal dashboard and create new one not from the scratch
1Click
2Provide a Name & Description for your New Dashboard
3No not Forget to Save

29. Copy Existing Personal Dashboard
4See the Result, you have 2 identical Dashboards

31. Set Default Dashboard
31
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.
2Click
1Selectthe Dashboard from the Selector

33. Manage & Modify Existing Dashboard
1Click the
You can Modify the Existing Dashboard
2After Finish Editing,
Save and Close
33

34. 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…
34

35. 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
1Click the Chartyou want to Modify
2Play around with Increase Width, Decrease Width, Increase Height, andDecrease Height Buttons
35

36. 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
36

37. Manage the Layout –Move/Swap Components
1Click and drag the Componentyou want to Swap until you see this cursor
37

38. Manage the Layout –Move/Swap Components
2Drag and keep its position until you see the Red Line Square Block
3Then 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
38

39. Edit Component
You 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
39

40. Edit Component
1Back to theDashboard Editor
2You can either click the Edit Component or Double Click the component you want to Edit
3Set Properties
40

41. Edit Component –Change List/Chart Properties
1Label &DisplayProperties
In fact, Listand Chartare having similar Option, the different is List will show the Data in List View and Chart will show in Graphasvisualization, they have same base property and Data Source
You can swap easily
2Data Source Property, applied to both List andChart
3Additional Options Property, applied only to List
4Chart Options Property, applied only to Chart
41

42. Edit Component –Change List/Chart Properties
5You can change the Data Source to filter the data
8And Click Set to Confirm
6You can choose the View that you want to show in View Selector or you can just Turn it Off
7Choose your Default Chart and Tickthe Show Chart Only
To filter the data, you need to define the Entityand 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
42

43. Edit Component –Change List/Chart Properties
Without View Selector and Chart Selector
Have View Selector and Chart Selector
43

44. List Options Properties You Can Set
44

45. Chart Options Properties You Can Set
45

46. Remove Component
You can Removethe Component of your Dashboard
1Click the Component that you want to Remove
2Click the Remove button
46

47. Delete Dashboard
You can Delete the Dashboard
1Choose your Dashboard that you want to Delete
2Click the Delete button
47

49. Create a New List View
Somehow you will feel that I want to show more listor 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 andChart
In this example, we want to create a New Opportunity View –Open Opportunity with Est. Revenue > 100k
1Go to Opportunity –Microsoft Dynamics CRM Sales Opportunities
49

50. Create a New List View
1Click the View Selector
2Create Personal View
3Will Open a New Window
50

51. Create a New List View
We 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
4Click Queryand Edit Columns
5Now by default you have some columns, Add More Columns, Click the Add Columns
51

52. Create a New List View –Display Columns
6Add your Columns
7You can add more columns from the related entity, such as add Industry Codeof Account, choose the Record Type to Potential Customer (Account)
8Include the Industry
9Click OK
52

53. Create a New List View –Filter
10 Make sure you are in DetailPosition
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
53

54. Create a New List View –Filter
15Do the same thing, chose Est.Revenue–Is Greater Than
Now, Configure your Filter Criteria: Est.Revenue>100000
16 Enter the Value
17Save As..
18Enter the Name& Descriptionand click Save
54

55. Create a New List View –Filter
19Click“! Results”
Now, See the Result
20See your Result
21Now you can see your new Personal View here…
Congratulation, you have created 1 New Personal View
55

56. Create a New List View –What Else You Can Do?
1You can Re-Orderthe Position
3 And Adjust the Column Width
2 Configure the Sorting Order
56

57. Create a New List View –Pin the View
1Choose your selected View in the View Selector
You can Pinyour View as the Default View, so this view will become your first time welcome view once you visit the Opportunity
2Click the Pinbutton
57

58. 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.
1Now back to your View
2Select 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
58

59. Create a New Chart
3It will expand a Chart Pane, then click the +button
59

60. Create a New Chart –By Owner
1Now in the Chart Designer, Enter your Chart Name
2In 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
3In 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 Opportunitiesby Owner
60

61. Create a New Chart –By Owner
4Here you can choose your Chart Graph Type
5For example, you change to Barand Pie Chart
6And Save it..
61

62. Create a New Chart –By Territory
1Now in the Chart Designer, Enter your Chart Name
2In 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
3In 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 Opportunitiesby Territory
62

63. Create a New Chart –By Created On
1Now in the Chart Designer, Enter your Chart Name
2In 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
3In the Horizontal (Category) Axis Labels, choose the Created On –because you want to see the performance of the Territorycompare to the Revenue, short statement, you want to know the Est. Revenue of these Big Fish Opportunitiesby Created On
Do the same things as we did in the By Owner Chart, (You can use Save Asfeature), now just change the Axis Category
4For the Datefield, it has special case, you can set by Day, Week, Month, Quarter, Year, Fiscal Period, andFiscal Year
63

64. Create a New Chart –Two Categories
1In the Horizontal (Category) Axis Labels, choose the Created On andclickAdd a category
We can create a Chart with multiple (2) categories.
2Now Add the Territory as well
64

65. Cope ‘the Most’ or ‘the Least'
Before
After
65

66. 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
1Just click the Buttons that marked by Green-colored square
2Choose Top 5for example
66

67. Modify the Chart
You can modify your Chart
1Just expand the Chart Pane again
2Click the Editbutton
3It will open back the Chart Designer
67

68. Add The Newly Created Charts to Dashboard
Now, let’s add them to our Dashboard.
1Editexisting Dashboard or Create a New Dashboard
2Insert the Charts as per mentioned steps before
3Now you can see your View + Chart here
68

69. Add The Newly Created Charts to Dashboard
See the Result
69

71. What if I Got Lost?
1Mouse Over or Click Microsoft Dynamics CRM and Click Sales
If you got Lost, you can go back to the Dashboard through CRM Sitemap Navigation
2And click Dashboards

72. Navigate to Recently Viewed Dashboards
1Follow these Steps: Microsoft Dynamics CRM Sales Dashboards
And you can see the Recently ViewedDashboards
3Click the Recently Viewed Dashboard to go directly to your purposed Dashboard
2Or you can use the Chevronin the right side of ‘Dashboards’ to open the Recently Viewed section

74. Exposing Data
74
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
1Hover your chart until you see these 3 buttons
2To expose and access the data that build this chart, check this button
3These 3 buttons: Refresh–Expose Data –Enlarge Chart

75. Exposing Data
75

76. Drilldown Chart Data
76
You can drill-down your chart to see more detail drilled-down data
1Select on the Chart Bar/Piece you would like to drill down more detail
2Select 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.

77. Drilldown Chart Data
77
4Click the
blue arrow
to view the results
3Then choose the chart type you want to show for the drilled-down data

78. Drilldown Chart Data
78
3Do 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.
4Select the field: Product Category

79. Filter the Chart Data by Slice
79
You can filter to show the data that generated the slice of your chart
2Choose the slice/bar of your chart
1Go to the Chart Data

80. Visit my blog: http://missdynamicscrm.blogspot.com
Aileen Gusni
aileengusni@yahoo.com
"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