Introduction to Reporting Groups in Dynamics 365 and Power Apps
Learn how to use Reporting Groups in Dynamics 365 and Power Apps to customize dashboards and view information for different team members. This feature allows users to set up reporting groups and easily switch between different users' dashboards to see the same information. The process involves setting up the reporting group, adding members, and selecting which users' dashboards to view. While this customization requires some advanced setup, it can greatly enhance the user experience and provide valuable insights for sales managers. For more information on Managed Service Plans or the Reporting Group dashboard, visit the P2 Automation website.
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