welcome to XRM blog

Keep in touch with latest CRM/ERP articles

To remain competitive your organisation must be efficient across the business process spectrum. To do so you need to take sound decisions based on a balance between the cost and risk. To do so you will be heavily dependent on your content management in itself needs...

image
Blog

Modifications and enhancements in CRM 2013 'DASHBOARDS'

By Himanshu on 3/9/2014

You’ve most likely observed that the new innovative user interface has managed some changes and enhancements to dashboards. Now, the fundamental segments like Service, Sales and Marketing are having their own dashboards, which are personalized for the necessities of the role. We can take example for salesperson like when user logins the first thing he see is the dash boards having charts highlighting details like information of their work, opportunity and the current status of their sales.

Services persons can have a quick look to their open cases regarding service, and the marketing personal can have a look to their latest campaign marketing list. The aim of the dashboard is to provide the one in all view to each role by showing significant data presented accurately and quickly so the users can respond spontaneously while responding to the client or while doing their respective jobs.

 

While earlier in Microsoft dynamics CRM 2011 to set default dash board the user needs to click ‘Set as default’ in the screen. This feature is also available for the core module in CRM 2013 to set as default when users login they will see this default dash board.  If some users want to see another core module then to switch at it they can click the Microsoft icon on the navigation bar and clicking the module which they want. But the users who are using CRM for outlook with CRM 2013 cannot set a default dash board.

As you can see in the snap shot below the core module is established on a particular user role.  

Administrator and customizers are able to set or change the default dashboard for each core module by changing the Site Map XML GUID.  

CRM 2011 has two type of default settings i.e. User default and system default dashboards, and now developers have added default dashboard per core module in CRM 2013. Below the order of uses of each dash board is shown in descending order.  

  1. User default (applies to default core module only)
  2. Module default
  3. System default
MS CRM 2013
Changes to dashboards
Improvements to dashboards
MS CRM 2013
MS Dynamics crm 2013 dashboards
Author
Blog Calendar
Blog Calendar List
2019 Jan  21  3
2018 Dec  27  4
2018 Nov  59  3
2018 Oct  12  3
2018 Sep  85  11
2018 Aug  4  2
2018 Jun  11  1
2018 Jan  49  2
2017 Sep  504  5
2017 Aug  16  1
2017 Jul  15  2
2017 Jun  43  2
2017 May  17  1
2017 Apr  31  2
2017 Mar  110  4
2017 Feb  371  4
2016 Dec  174  3
2016 Nov  323  8
2016 Oct  224  10
2016 Sep  354  6
2016 Aug  38  1
2016 Jun  1706  6
2016 May  103  3
2016 Jan  70  2
2015 Dec  385  6
2015 Nov  3  1
2015 Oct  12  1
2015 Sep  1269  6
2015 Aug  12  1
2015 Jul  117  2
2015 Jun  8  1
2015 May  20  1
2015 Apr  21  2
2015 Mar  71  3
2015 Jan  5125  4
2014 Dec  15  1
2014 Nov  2189  4
2014 Oct  75  2
2014 Sep  98  2
2014 Aug  3583  1
2014 Jul  42  2
2014 Apr  2439  12
2014 Mar  273  19
2014 Feb  226  8
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  625  2
2013 Oct  246  3
2013 Sep  10  1
2013 Aug  30  3
2013 Jul  203  1
2013 Apr  46  6
2013 Mar  1754  10
2013 Feb  292  4
2013 Jan  258  2
2012 Nov  29  2
2012 Oct  420  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote