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Microsoft Dynamics CRM (Archived)

Dashboard Report

Posted on by Microsoft Employee

Hi i am having requirement of lead and account to show on dashboard page in business unit wise. Example Business unit A and Business unit B having some record means the dashboard have to show the lead  as Topic of Business unit A and that lead record and Business unit B and that lead record. If this was not possible by configuration means can anyone please give me the code for that scenario.

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dashboard Report

    If you are sure you know the filters, you can create a view or a report and then add it to the dashboard.

  • Rajat Awasthi Profile Picture
    Rajat Awasthi 675 on at
    RE: Dashboard Report

    Hi Prasanth ,

    How are you separating two Account Records business unit wise?

    Record A - Business Unit A

    Record B - Business Unit B

    How is this happening?

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