Interactive experience dashboard crm book

This will open Advanced Find with the entity information pre-populated (the вЂњLook ForвЂќ area) Click the down arrow to change the view and go to the bottom and press Create Personal View. If you are interested in Claims, navigate to the Claims section of CRM.

Option 1: navigate to the entity you want to see records for.

There are 2 main ways to start creating a personal view вЂ“ both methods take you to the same location. In my dream scenario, what would be on my dashboard? What do I want to see? Pipeline on the left? Large? Having a plan in place makes developing the dashboard very easy. Usually, I like to sketch something out on a sheet of paper. Define what you want to see and what is important to you. To make your life simpler, you decide to make a dashboard with a View showing your claims that are either high priority or are normal priority originating from email. The provided Claims dashboard gives you most of what you need, but currently, management has been asking you about high priority cases and normal cases that originate from emails. Now, you want to personalize your dashboard. It is about 3 weeks past Go-Live and you have been using the tool successfully for most of this time. You have been trained on CRM and have access to the Learning Path content. Your primary job function is to process claims. In this scenario, you are an end user at a Medical Insurance Provider. A component can be a View, Chart, Web Resource, or Iframe.

Dashboard: A combination of 6 (or less) components.

Depending on Chart Type, they are comprised of Legend Entries (Series) and Horizontal Category Labels Examples include Pie Charts, Bar and Column Charts, and Pipeline Charts.

Chart: a visual representation of the records in the corresponding View.

Columns: columns define what data is shown in the view.

Filters: defined by And and Or statements, the filters control what records are displayed in the view.

The list is organized by Filters and displayed by Columns. Quickly open a record straight from the Dashboard without having to search for the record or navigate through the system.Д®nd Users can create their own Views, Charts, and Dashboards to show them what is important to them.

It is where users should start and end their dayвЂ¦ it is a tool to help understand their current work load through views and charts. What are Dashboards?Дashboards are a visual compilation of the data that is important to you. Now, the users will create their own Views, Charts, and Dashboards.Д«efore we start, is your team looking for a managed services partner to provide post go-live support and preventative maintenance? For information on our 24/7 support contact us. It will build upon the previous scenario: we gathered requirements from the business (medical insurance provider), built a custom Claims entity, added a Business Process Flow and Security Roles, and started training using Learning Paths. This blog will focus on end user dashboard creation. Personal Dashboards give the users flexibility to see exactly what they want to see.

Most system administrators try to provide sample reports that they think will be most useful to a majority of the end user group, but they cannot cover every personal use case or else the system would become cluttered. Dynamics 365 Customer Engagement provides multiple out-of-the-box options for personalized reporting вЂ“ without the need for a developer! These real-time ad hoc reports are available to all end users.

Interactive experience dashboard crm book