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

Posted By Beth Burrell on 14 May 2018 in Dyn365CE

Personal Views, Charts and Dashboards

The forgotten process

dash 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…

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

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Beth Burrell

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

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

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