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Global CRM Functionality

• Dashboards

A key benefit of Microsoft Dynamics CRM is how easily and efficiently you can display data in charts
and dashboards, giving users the ability to drill down into the views to see information related to
their customer in real time.
Each Dashboard consists of different components, which pulls data from various areas within CRM to
display on one screen.

Some of the dashboards do change depending on the business needs. You will be notified when
there is a New or changed System Dashboard.

• Views

Whenever you are looking at a list of data, it is always displayed in a grid view. The grid views
throughout Microsoft Dynamics 365 have common functionality, including:

• The ability to select one or more records to complete an action

• The ability to sort, filter, and search the data

• The ability to analyze the data with charts

Often when you are looking at a grid view in the web client, you have the option to Set As Default so
when you return to that area, that view appears first.

There are two categories for views; System Views and Personal Views. System views are available
for all users to use while a personal view is something that a user can create to filter and display the
records to their own preferences. Users can choose to share their personal views with other users or
teams.

There is also the functionality of Editable Grids, which allow users to update fields directly in the
view instead of having to open a record to make edits or updates. You can use the Show As button in
the command bar to toggle between editable or read-only grid styles.

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