Maintain an overview! Prioritize tasks in Dynamics 365 CE with CRM Dashboarding

Within your organization, there are several tasks that need to be done, such as responding to emails, approving files, and calling back customers. It may be a reason for you to consider building a workflow, so you will have an overview and can generate reminders.

But this is a time-consuming and complex process, which you don’t have to go through. Because as a Dynamics 365 CE user, you can use the built-in CRM Dashboard that covers such issues.

CRM Dashboarding: customizing per department and per individual

Upon opening your smartphone, you see a homescreen with all your apps. From weather to traffic forecasts: you have an at-a-glance overview of what the day may bring. The same idea can be applied within your CRM system by using the dashboard, which you can set up as you think fit.

A marketing department, for example, can create a marketing dashboard that shows all running campaigns, email responses to them, and successful promotions. Furthermore, you can add a list of leads to this dashboard for the coming week, including phone numbers and comments. The latter may be useful for a sales department, too. On the dashboard, they can also show outstanding quotes whose expiry date is approaching.

Moreover, each employee can add their own tasks to their personal dashboard. This makes it completely unnecessary to open Excel lists or search the CRM system (to see which customers you need to contact soon, for example)!

Your dashboard, your preferences

With CRM Dashboarding, you’ll have an immediate overview without having to launch all kinds of applications. Everything is on your dashboard. Moreover, you can display the information in several ways. If you rather don’t read lines, the dashboard can, for example, show you data in the form of a chart. In addition, the icons provide guidelines regarding the activities displayed. You can use these as a basis to filter, too.

Visualizing information on a dashboard is very simple, so don’t opt for inbox notifications or workflows. If you want to make proper use of the available technology, CRM Dashboarding is your go-to solution!

Want to start working with CRM Dashboarding Dynamics 365 CE? Please don’t hesitate to contact us. We will be happy to discuss your opportunities.