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.
- User
default (applies to default core module only)
- Module
default
- System
default