Chapter 1. Viewing Dashboards

In this chapter, we will cover:

  • Creating a free Dynamics CRM 2011 Online account
  • Finding and selecting dashboards
  • Expanding and collapsing dashboard sections
  • Changing your default CRM 2011 Dashboard
  • Making Dashboards your CRM 2011 homepage

Introduction

One of the best user features found in Dynamics CRM 2011 is the addition of standard dashboards. Dashboards can contain any combination of charts, lists, and other components to help give users a visual and interactive view of their CRM data.

At first glance, dashboards and their myriad information can be overwhelming to some users who are new to the Dynamics CRM 2011 interface. This chapter will guide you through the basics of navigating between dashboards and setting some basic personal options. We finish up by reviewing the standard CRM 2011 Dashboards with an explanation of what data is represented on these dashboards.

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