At our organization we use Dynamics as the CRM, and we have specific support engineers assigned to specific customers. To track their open interactions and SLAs, each agent must create a set of custom dashboards in Dynamics.
The process of creating the dashboards is cumbersome and error prone, and involves building multiple queries and then sharing those queries to the agents.
That said, the only difference between each person's dashboard is the agent name and the Organization ID(s) assigned to that agent.
I'm wondering if there's a way we could automate the creation of the dashboards in Dynamics by building a tool where we could just enter the agent name, and the Org ID, click a /generate/ button, and have those queries and dashboards automatically created and ready to use.
I'm not a developer, but if this sounds possible, just some pointers on which app/tool to use would be welcome as a starting point.
Thanks.
