December Blog Series: Spreading the Joy
Insights from: Wendell Simmons (Product Management at Fullscope) and Ashley Kleeman (Fullscope Microsoft CRM Business Analyst)
Recently I chatted with Ashley, a Fullscope consultant, to learn how "the rest of us" not monitoring corporate KPIs can take advantage of CRM dashboards to help us in our day to day jobs. Did you know that it's easy to make your own personal interactive CRM "homepage" to access the data important to you? Read on, to learn how:
Let's take two minutes to see how dashboards in Dynamics CRM to make our jobs easier.
We have on the Line Ashley from Edgewater Fullscope.
Ashley, a lot of folks I talk to get all excited about dashboards in Dynamics CRM but I don't see them used that often. What can individual users do to leverage dashboards my effectively?
Well instead of relying on system dashboards make your own. You can do it any time all by yourself. You can personalize it for your business role and personal needs. If you wear many hats in your organization you can create multiple dashboards. You can also modify them anytime without the assistance of the administrator.
Personalized user dashboards are definitely an under-utilized feature most folks don't know is available to them. But if I'm not tracking corporate KPIs, how would I use a dashboard?
Well the real value comes from business components for individual needs. Let's say a customer service rep wants a shiny pie chart showing all the calls they have in their queue, but they may also want a dashboard that's a simple list showing their actives for the day or week; their open queues, their follow-ups; their escalations; and their Yammer feed. Instead of having to go to multiple screens in CRM, they would be able to see all of this in one spot.
That's a great idea, Ashley. Opening, closing, and bouncing between screens all day is a real time waster. I'm sure anyone watching this is already thinking about what their perfect dashboard would look like. So how would you advise them to get started.
- First I'd ensure that each dashboard I create has a clear goal. Keep it clean. Don't add anything that's not really necessary.
- Ask your colleagues. Someone may have already created a similar dashboard that they can share with you.
- And lastly, if the list or chart is not available, take the time to create it. You can use advanced find to create a personal view and then add a simple chart to it.
Well, there you have it folks, easy steps to utilizing personal dashboards in Dynamics CRM to streamline your work. Dynamics CRM is a powerful tool out of the box, but with a little configuration, it becomes a really useful tool for every users. If the screens and workflows aren't exactly what you need for your job, change them! And if you need ideas and help don't hesitate to contact us at Fullscope for a free consultation. Often the solution is easier that you think.