In any CRM implementation, it is not uncommon for team managers and experienced users to begin creating their own dashboards for their team. However, this kind of personal dashboard poses problems, such as those points mentioned below:
- Each dashboard and its underlying views and charts must be individually shared with team members.
- Once the manager leaves the organization, the dashboards may…
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How to Convert a Personal Dashboard to a System Dashboard
How convert a personal dashboard in Dynamics 365/model-driven apps into a system dashboard
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