Reviews and corrects ledger-to-subledger alignment in D365 by fixing posting configurations, inventory profiles, reconciliation logic, GL mapping, and critical reporting procedures.
Microsoft Dynamics 365 CRM: How to Update Dashboards
Posted on: February 11, 2020 | By: Guy Logan | Microsoft Dynamics CRM
Microsoft CRM Partner – Updating Dashboard
Dashboards are usually the home screen for most Dynamics 365 CRM users. Dashboards tend to be very helpful and they come packed with a lot of information, such as marketing, sales, and customer service dashboards which all come pre-built into the system.
While you may find your dashboard to be very useful, like the sales activity for example, there may be certain data or information that you don’t necessarily need. The dashboards in Microsoft Dynamics 365 CRM can easily be customized to fit your own needs and preferences.
Click here to watch a short video about how to update your Dynamics 365 CRM dashboard for sales.
If you need any additional help and/or you are looking for additional Microsoft Dynamics 365 – CRM information, please feel free to contact Logan Consulting, a Microsoft CRM partner in Chicago
