1. Cross UG Summit EMEA 2017 9/19/2018 7:11 PM
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2. Out of the Box Reporting: Charts & Dashboards
9/19/2018 7:11 PM
Out of the Box Reporting: Charts & Dashboards
Henrik Jensen
Dynamics 365 Architect

3. Out of the Box Reporting: Charts & Dashboards
In this session you will learn how to take that Advanced Find insight and turn it into meaningful and useful Charts and Dashboards for your organization.
Other tips and charting best practices will be shared.

4. Session Agenda Charts - The Basics Creating a Basic Chart Edit Charts
More Charts – Not Out of the Box
Dashboards - The Basics
Creating a Dashboard
Dashboard Functionality

5. Meet Your Presenter Henrik Jensen Dynamics 365 Architect
Independent Consultant, and Advisor to Partners and Customers
More than 20 years of experience working with CRM systems
Worked with Dynamics CRM since version 1.2
50+ Microsoft certifications
Author of 3 online CRM books (in Danish)
Maintains a blog about Dynamics CRM (in Danish) – crmblog.dk

6. 9/19/2018 7:11 PM
Charts

7. Charts - The Basics Using the Out of the Box Charts
9/19/2018 7:11 PM
Charts - The Basics
Using the Out of the Box Charts
Drill down and Filter using Charts
Types of Charts
Personal
System
Ins and Outs

8. Creating a Basic Chart Chart Types Setup Series and Category
9/19/2018 7:11 PM
Creating a Basic Chart
Chart Types
Setup Series and Category
Using Functions (Sum, Avg, Count etc.)

9. Edit Charts Export and Import Chart
9/19/2018 7:11 PM
Edit Charts
Export and Import Chart
Assign and Share Charts (Ins and Outs)

10. More Charts – Not Out of the Box
9/19/2018 7:11 PM
More Charts – Not Out of the Box
CRM Chart Guy
XrmToolBox is your friend
Walking through som relevant tools regarding Charts and Dashboard etc.
About the XrmToolbox…
Download XrmToolBox…

11. 9/19/2018 7:11 PM
Dashboards

12. Dashboards - The Basics
9/19/2018 7:11 PM
Dashboards - The Basics
Using Out of the Box Dashboards
Dashboards for Mobile devices (Tablet and Phone)
Edit Properties (Enable for Mobile)

13. Creating a Dashboard Insert Chart, List, Iframe and Web Resource
CRMUG Summit EMEA 2017
9/19/2018 7:11 PM
Creating a Dashboard
Insert Chart, List, Iframe and Web Resource
Edit, Share and Assign (Ins and Outs)

14. Dashboard Functionality
CRMUG Summit EMEA 2017
9/19/2018 7:11 PM
Dashboard Functionality
View Data behind the Dashboard
Drilling Down and Filtering a Chart

15. Thank You for attending and Last Reminders
Session Materials: Found in the ‘Materials and Notes’ tile of the App, or online on the Summit EMEA event website a:
Session Surveys: Found in the Surveys tile of the App or online on the Summit EMEA event website at:

16. Contact Info
Henrik Jensen
Dynamics 365 Architect
EASYConsult ApS
crmblog.dk (in Danish)

17. 9/19/2018 7:11 PM