Business Intelligence & Data Analysis : Dashboards in Microsoft Dynamics CRM 2013

Dashboards

Dashboards in Microsoft Dynamics CRM provide an overview of business data ‒ actionable information that is viewable across the organization. Create dashboard components that help you find and analyze important data.

You can create two types of dashboard:

User dashboards. An individual user owns a user dashboard. It can be assigned to other users or teams. A user dashboard can be set as the default dashboard for individual users. A user dashboard overrides the system dashboard for the user.

System dashboards. A system dashboard is available to all users in the organization, and can be set as the default dashboard for the organization. Importing, exporting, or uninstalling a solution applies the relevant actions on the dashboards.

Dashboards collect your organization’s most important information in one place, in an easy-to-read format. Use a dashboard to gain insight in real time, and then take appropriate action.

Components of Dashboard :

Chart: Graphical representation of a particular set of data. Records returned by the view of the entity type can be totalled or listed within a pie, bar, funnel or line grap

List/Grid: Allows insertion of individual views of entities into the Dashboard, such that multiple different entities and/or views can be displayed to the user as a single view of the CRM Areas that relate to them

iframe: Use an iframe to display a webpage or to run a web app. You can use an iframe to refer to sources outside your domain

Web resource: Use a web resource to display an HTML page or an image, or to run a Silverlight application or JavaScript code. Web resources are stored on a Microsoft Dynamics CRM server.