US - Texas - Dallas - CRM

Expand all | Collapse all

Issue with building dashboards.

  • 1.  Issue with building dashboards.

    Posted Apr 14, 2020 02:52 PM
    I'm a new CRM Admin and I'm having a little bit of difficulty getting my dashboard to reflect the BPF of opportunities. I've read a few blogs to do it but all their record types seem to be custom, which then creates custom views and charts. Any help or insight on this would be great. We are currently in CRM 2015.

    Ethan Wood
    Marketing and Dynamics CRM Analyst
    UNICOM Engineering, Inc.
    Plano TX

  • 2.  RE: Issue with building dashboards.

    Posted 23 days ago
    Does Dynamics 2015 allow you to select the Stage Category used in each stage of the BPF? This global option set is what should drive reporting and charts.

    Zachary Grotovsky
    Ernst & Young

If you've found this thread useful, dive deeper into User Group community content by role