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Customize visualizations and dashboards

Applies To: CRM 2016 on-prem, CRM Online

Data visualization and analytics in Microsoft Dynamics CRM Online 2016 Update and Microsoft Dynamics CRM 2016 (on-premises) enable you to graphically view and analyze the data for your business, and help you to derive quick insights to make important business decisions. You can configure dashboards in such a way that enables you to view data from multiple areas of Microsoft Dynamics CRM such as sales, marketing, and service. You can even adjust the data displayed in visualizations and dashboards per your business requirements by applying filters.

The following elements constitute the visualization and analytics abilities in Microsoft Dynamics CRM:

  • Visualization. Visualizations enable you to present your data in the form of charts. Charts enable you to view the aggregate or non-aggregate summary of grid data in Microsoft Dynamics CRM. The charts are integrated with the grid, and display data in context with the grids. The charts update automatically to reflect the filtering done on the data in the grids. Similarly, when you perform a drill-down operation on the chart, the data in the corresponding grid updates accordingly. You can also use a web resource instead of charts in visualization.

  • Dashboard. Dashboards act as a business intelligence tool in Microsoft Dynamics CRM by providing a snapshot of your data in various forms. You can use a dashboard to simultaneously present data from up to six charts, grids, IFrames, or web resources.

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Microsoft Dynamics CRM 2016 and Microsoft Dynamics CRM Online
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