How to Customize Dashboards in Dynamics 365 Sales (CRM) for Your Team
Dashboards in Dynamics 365 Sales provide a centralized view of key business metrics, but they may not always align with your team's needs. This article provides a walkthrough on how to customize dashboards in Dynamics 365 Sales to better suit your team's workflows and objectives. Custom dashboards can enhance productivity, improve visibility, provide role-based insights, and reduce manual reporting. The steps to customize a dashboard include choosing the right dashboard type, adding and arranging components, customizing data filters, setting security and sharing options, and testing and optimizing the dashboard. Best practices for custom dashboards include keeping it simple, using visuals effectively, ensuring mobile compatibility, and updating regularly. Customizing dashboards allows your team to focus on closing deals and managing customer relationships effectively.
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