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Customer experience | Sales, Customer Insights,...
Answered

How can i create a dashboard and share it to all my users?

Posted on by 285

New to CRM administration, I am using on-prem CRM 2016 version 8.1.1

Can I create a default customized dashboard and share it with all my users? without using any code. 

I want to create a default dashboard, one for the sales rep, one for the sales manager and one for the director of sales? 

  • Verified answer
    RE: How can i create a dashboard and share it to all my users?

    Dear Partner,

    Yes this is possible without writing single line of code, please check the link below.

    docs.microsoft.com/.../create-edit-dashboards

    crmbook.powerobjects.com/.../

    Regards,

    Mohamed Sanuj Basheer

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