Dashboards in Microsoft Dynamics CRM provide an overview of business data ‒ actionable information that’s viewable across the organization. Use a dashboard to see performance at a glance.
You can create two types of dashboards:
- User dashboards : A user dashboard can be created by any user in the user’s work area: Sales, Service, or Marketing. A user dashboard doesn’t have to be published to be visible, but it’s only visible to the person who created it, unless shared with others.
- System dashboards : A system dashboard is created by a system administrator or customizer in the Settings area. A system dashboard must be published to be visible. After it’s published, it’s visible to everyone in the organization, unless hidden by the admin or customizer.