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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
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