CRM Blog

A few years ago, I wrote a post about creating personal dashboards.  We’ve had some dashboard-related questions pop up recently and I wanted to bring that post back as a refresher.  In the link below, you’ll find instructions to create a personal dashboard, copy (save as) an existing dashboard, and edit an existing dashboard.  There’s also a link in that post that provides instructions for resizing dashboard elements.  Dashboards are a feature in Dynamics that should be used more frequently and can save quite a few clicks – I encourage you to try it out!

Create a Personal Dashboard

For even more information about dashboards, check out this page from Microsoft.

This month, we’re throwing it back to an oldie-but-goodie – setting the theme in Dynamics.  This is something we strongly recommend updating in your Production or Sandbox environment to further differentiate the two and help prevent accidental changes in the incorrect environment.   If you’re using an out-of-the-box app such as the Sales Hub, check out these instructions from Microsoft to update the theme. For instructions to update the theme of a custom app  (eg. NOT “Sales Hub” or “Customer Service Hub”, but a custom app), follow the link here.