Screenshots
Videos
General Demonstration Part I
General Demonstration Part II
Quick Overview
Dashboard for MS CRM 4.0
Easy to use and create Dashboards and Charts All charts are based on the results of an Advanced find. So everyone who is able to work with Advanced finds is also able to generate Charts. All CRM-attributes provided by the Advanced find can be used within the chart.
Personalized Dashboards With this Dashboard every user has the possibility to generate his own Dashboard and Charts easily. Because of the security principals of the Dashboard for MS CRM 4.0 the Administrator can define who is allowed to generate Dashboards and who will see the generated Dashboards. The normal CRM Security Roles are taking effect on this.
Global and entity specific Dashboards Next to global-dashboards, it is possible to configure Dashboards for specific entities. That gives you the possibility to generate Dashboards for the entity account,contact,.. or any other custom entity.
Import/Export Dashboard contains a possibility to import and export Dashboards/Charts. Thru this feature you can easily generate Charts on one Organisation and take them with you to another.
Example Dashboard Common charts are provided for download in the Download Now! section on our website.
2) Per User licensing