Personal Views, Charts and Dashboards (the forgotten process) – BethB-D365.com

Personal Views, Charts and Dashboards

The forgotten process

Being it he business, there are a million process and procedures when an employee leaves a firm.   One of the biggest “gotcha” moments are when their CRM account is disabled and removed, what happens to their personal charts, views and dashboards.

Several times people create personal, views, charts and dashboards to share…