BI & Reporting | Admin-Foundation

D365UG/CRMUG

BIR07 - Dashboards and Reports That You Can Actually Use

Wednesday, October 11
11:30 AM - 12:30 PM
Location: Magnolia Boardroom B

Format: How2
Level: Intermediate

This session would give both an overview and in-depth look at dashboards and extension reports. This session would explain the need to create views by security role or team. The main goal would be to create dashboards by team or department and to automate reports. By making CRM user-friendly to management and admins you make it user adoptable for everyone. 

Learning Objectives:




Melita Bouchet

Marketing Manager/CRM Technologist
MGroup

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Dashboards and Reports That You Can Actually Use



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