Dashboards in Dynamics CRM provide a great way to visualize data from an array of sources in multiple different ways. Management can have specific dashboards to key an eye on the big picture while individual sales, service, and marketing teams can have more detailed dashboards tailored to their daily use.

If you have a large organization with several different groups you may end up with a lot of different dashboards. So many different dashboards that it could become a hindrance for CRM users to sort through them all in search of the one they need.

An easy way to limit which dashboards a user can see is to assign each dashboard specific roles based on their use rather than allow them to be seen by everyone.

By taking this approach you can quickly cut down the list of dashboards options by user to make their daily use more efficient. Additionally, this will provide secure data on dashboards that are not intended to be viewed publicly by all users.


Contact Us Today

To learn more about Ledgeview’s Expertise

Related Articles

Additional Posts