Create or customize dashboards

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

Overview

Dashboards in Microsoft Dynamics 365 provide an overview of business data ‒ actionable information that’s viewable across the organization. Use a dashboard to see performance at a glance.

You can create two types of dashboards:

• User dashboards. A user dashboard can be created by any user in the user’s work area: Sales, Service, or Marketing. A user dashboard doesn’t have to be published to be visible, but it’s only visible to the person who created it, unless shared with others. A user dashboard can be set as the default dashboard, in which case it overrides the system dashboard for that user.

• System dashboards. A system dashboard is created by a system administrator or customizer in the Settings area. A system dashboard must be published to be visible. After it’s published, it’s visible to everyone in the organization, unless hidden by the admin or customizer. The admin or customizer can set a particular dashboard as the default dashboard for the whole organization.

To learn more about user dashboards, see the CRM Basics eBook, starting on page 26.

To learn how to create system dashboards, see the Create and customize dashboards eBook.

eBook: User dashboards

To get started with user dashboards, see “Visualize your data on the dashboard” (page 26) in this eBook.

eBook: System dashboards

Ready to create your own system dashboards? Check out this eBook.

See Also

Manage dashboard components
Set properties for a chart or list included in a dashboard
Add Social Engagement visuals to a dashboard or account