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Microsoft Dynamics CRM

Dynamics 365: Create a Personal Dashboard

By September 29, 2022No Comments

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.

Megan Hagedorn

Author Megan Hagedorn

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