Customer Engagement & Dynamics CRM Forum

  • 1.  Interactive Dashboards

    Posted 25 days ago
    I have never used interactive dashboards yet. I would like to create a view of opportunities (by geography and service type) and then be able to filter by opportunity and show a list of open activities associated with that opportunity. I found a Hitachi blog and followed the directions, but I don't see that I can set it up to filter on the activities associated with a certain opportunity.  Does anyone have experience creating something like this?


    Laura Mortick
    Marketing Information Systems Manager
    Olathe KS
    Kansas City CRMUG Chapter Leader

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