In this blog I will show how the charts and dashboard capabilities in Microsoft Dynamics CRM 2011 can be used to track what’s happening with your customer information. I will use a simple business scenario to illustrate the capabilities – A sales manager, Kevin, wants to know when the various sales-related items his team works on were modified, and what state they are currently in. The entities that Kevin and his team are most interested in are: Accounts, Contacts, Leads, Opportunities, Orders, and Quotes.
With the powerful charting and dashboard capabilities in Microsoft Dynamics CRM 2011, it is very easy for business users to create such dashboards. In the rest of this blog I will provide a step by step guide to creating such a dashboard. The steps outlined in this blog are currently available in the beta version of Microsoft Dynamics CRM 2011.