Everyday User

D365/CRMUG Academy

Dashboards for the Everyday User

Monday, October 9
1:00 PM - 5:00 PM
Location: Magnolia Boardroom A located in Magnolia Mezzanine (Level M)

Format: Academy Course
Level: Basic
CPE: 4
Preparation: WIFI access will be provided to Academy students while attending Academy classes.

Do you want to use CRM like a Power User especially when it comes to Dashboards and Reporting and you aren’t sure where to begin? Or do you have some comfort level in Advanced Find views but want to take it up a notch to Dashboards? This is the course for you. In this three hour Academy-led offering, we’ll dive deep from beginning to end into how to create a Dashboard, including creating Advanced Find Views and Charts. Report Writer will also be compared and described in detail.

We will walk beginning to end of how to create a Dashboard, including creating the Advanced Find Views and Charts to build the Dashboard. We will also compare the differences between Advanced Find and the Report Writer and learn how to use the Report Writer. This is a class covering the 101 of Reporting, everything you need to know about it.

Learning Objectives:

At the end of this webinar you should have the tools and understanding to:
• Understand the Basics Advanced Find Views
• Understand the Basics of Creating Charts
• Understand Dashboards
• Understand Report Writer

Audience: This Academy is for CRM users in various roles who aspire to become Power Users. This course is not meant for IT folks or more advanced level CRM users.

Level: Beginner

Prerequisites: Users should have a basic understanding of Dynamics CRM.

Delivery Method: Group Live




Melissa Erickson

Director of Systems & Engagement
Dynamic Communities

Passionate about teaching CRM to others. Over 9 years of experience with Dynamics CRM since version 3.0. Melissa prides herself on being a true end user consultant, always working from an end user perspective and always trying to find solutions that can be completed out of the box.

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