Video showing how to Create Dashboards in CRM 2011
Microsoft Dynamics CRM 2011 has great dashboard functionality. Our staffing Front Office is built right inside of CRM so we inherit the powerful functionality available in Microsoft CRM. As we talk to more customers the key to our front office strategy is the platform we are building on. We get dashboards, security, customization, duplicate detection, workflow, Outlook integration, audit tracking and much more as part of the platform. Rather than investing in building these features internally, we can focus on functionality for staffing companies.
There are quite a few things to point out about CRM dashboards, all of which would quickly turn a 3 minute video into a 15 minute video that nobody would want to sit through.
Here are some key points to mention from this demonstration on dashboards in CRM 2011:
- This is a demonstration of how easy it is to build inline dashboards and business intelligence into 1Staff and Microsoft CRM 2011. These inline dashboards are great for highlighting exceptions, doing analysis, team management, etc. However, they do not necessarily completely replace more powerful analysis tools such as Excel or QlikView.
- On any dashboard element you can make all records or a subset of records available. You could view a graph of candidates by source for the last 7 days and switch to viewing the last 12 months without leaving the dashboard. It is very easy to control as part of the dashboard setup by controlling the Advanced Find views available in that dashboard element.
- The example I used was integrating a view of a LinkedIn page into a Microsoft CRM 2011 dashboard. That element was an iFrame and within an iFrame you can include a link to any web page. That web page could be a report showing you a report from your financial system or some other web based reporting or analysis tool. The main point is that you are not restricted to Microsoft CRM data. You could use anything from a Twitter feed to an internal report to an industry news source.
- Because of the integration, with the flexible model of security and ownership, the charts all natively understand the concept of ‘My Records’ or ‘My Team’s Accounts’ and security will automatically exclude any records that user does not have read access to. (You can allow them to read, but not edit, create, etc. records based on if they own them, their team owns them, or their business unit owns them.)
Tools like this allow our customers to quickly build dashboards to highlight and organize key data and required actions. If you’re looking for a staffing software solution with customizable reporting such as the dashboards in the video below please contact us to arrange a personal demonstration.