We use cookies, including third-party cookies from Google to serve personalized ads through AdSense, to operate this site and understand how it is used. By continuing to browse, you accept this use. See our Privacy Policy and Terms of Use for details, including how to opt out of personalized advertising.
Accept
SmartData CollectiveSmartData Collective
  • Analytics
    AnalyticsShow More
    What Kind of Problem-Solving Distinguishes Data Analysts From Software Engineers -- AI-generated illustration
    What Kind of Problem-Solving Distinguishes Data Analysts From Software Engineers
    7 Min Read
    chatgpt image jul 21, 2026, 04 34 30 pm
    4 Core Benefits of Predictive Maintenance after Vibration Analysis
    10 Min Read
    How Does Data Mining Boost Customer Satisfaction in Logistics? Harnessing Analytics for Results -- AI-generated illustration
    How Does Data Mining Boost Customer Satisfaction in Logistics? Harnessing Analytics for Results
    11 Min Read
    chatgpt image jul 13, 2026, 04 23 45 pm
    How Data Analytics Helps Companies Improve User Engagement
    19 Min Read
    chatgpt image jul 13, 2026, 03 59 46 pm
    How Data Analytics Improves Multi-Location Search Strategies
    10 Min Read
  • Big Data
  • BI
  • Exclusive
  • IT
  • Marketing
  • Software
Search
© 2008-25 SmartData Collective. All Rights Reserved.
Reading: How to Make Sure Your CRM Dashboards Are More Than Just Pretty Pictures [VIDEO]
Share
Notification
Font ResizerAa
SmartData CollectiveSmartData Collective
Font ResizerAa
Search
  • About
  • Help
  • Privacy
Follow US
© 2008-23 SmartData Collective. All Rights Reserved.
SmartData Collective > Uncategorized > How to Make Sure Your CRM Dashboards Are More Than Just Pretty Pictures [VIDEO]
Uncategorized

How to Make Sure Your CRM Dashboards Are More Than Just Pretty Pictures [VIDEO]

Dan Edwards
Dan Edwards
3 Min Read
How to Make Sure Your CRM Dashboards Are More Than Just Pretty Pictures [VIDEO]
Illustration generated with FLUX.2 [klein 4B] via Cloudflare Workers AI.
SHARE

Dynamics CRM contains a lot of information that’s crucial to many people across different layers of any given organization. Sales people need customer overviews and opportunity pipelines, support staff need case management and activity information, marketing staff need campaign and response information, and other users need information on records, transactions and activities.

Most importantly, managers and executives need a top-down view with summarized data to make quick and informed decisions about the business and its direction.

The days of spending weeks on reports for a 360-degree view of your customers and service activities should be a thing of the past. Using a BI tool for Dynamics CRM means the hard work is done for you.

But with all the options for dashboards, table designs and multi-dimensional analytics, your data in CRM needs to be more than just pretty, static pictures. They need to serve a fundamental purpose and function that you understand and can execute upon with great ease.

More Read

Workforce Management for Human Capital Management
Workforce Management for Human Capital Management
The New Data-Savvy Adaptive Marketing
5 Ways Big Data Is Making a Splash in the Insurance Industry
August 18 CFO.com Webcast on Performance Management Implementation Barriers
Why Waste Time Adapting Surveys for Mobile Devices?

This video below is a brief example of how interactive and easy the dashboards and reports can be. They’re built in a way that allows you to examine every facet of your data with confidence and clarity.

To get more general information about how to build your dashboards specifically, you may also want to check out this article on practical BI dashboard design.

ZAP BI brings additional power to Dynamics CRM and turns all of that data into powerful information. It enables the consumers of the information to ask questions of the data and get to the detail they need to make important business decisions. Don’t let your dashboards collect dust as pretty pictures on the wall. Make sure you’re using them to their fullest extent and tackling tough questions with a few clicks of your mouse.

Share This Article
Facebook Pinterest LinkedIn
Share

Follow us on Facebook

Latest News

Flat editorial illustration: The article describes an AI safety incident where an agent bypassed sandbox controls by exploiting D
OpenAI Pauses Advanced AI Work After Agent Bypasses Sandbox Controls
Artificial Intelligence News Security
Flat editorial illustration: The article explains that training robots for physical interaction requires three distinct data cate
Physical AI: What Data Do You Need to Train a Robot?
Artificial Intelligence Exclusive Robotics
What Kind of Problem-Solving Distinguishes Data Analysts From Software Engineers -- AI-generated illustration
What Kind of Problem-Solving Distinguishes Data Analysts From Software Engineers
Analytics Big Data Exclusive Software
Flat editorial illustration: The article examines AI agents that escalate from legitimate data retrieval to attempted intrusions
OpenAI’s Government Website Incidents Raise a Hard Question for AI Agents: When Should They Stop?
Artificial Intelligence News Security

Stay Connected

1.2KFollowersLike
33.7KFollowersFollow
222FollowersPin

You Might also Like

How to Generate Big Data Revenue Without the Big Investment in a Team of Data Scientists
Uncategorized

How to Generate Big Data Revenue Without the Big Investment in a Team of Data Scientists

6 Min Read
The Three Musketeers of Data Quality
Uncategorized

The Three Musketeers of Data Quality

6 Min Read
Effective Meetings
Uncategorized

Effective Meetings

7 Min Read
Is Google Slowly Inching Into Our Homes?
Uncategorized

Is Google Slowly Inching Into Our Homes?

6 Min Read

SmartData Collective is one of the largest & trusted community covering technical content about Big Data, BI, Cloud, Analytics, Artificial Intelligence, IoT & more.

The Art of Conversation: Enhancing Chatbots with Advanced AI Prompts
The Art of Conversation: Enhancing Chatbots with Advanced AI Prompts
Chatbots
How To Get An Award Winning Giveaway Bot
How To Get An Award Winning Giveaway Bot
Big Data Chatbots Exclusive

Quick Link

  • About
  • Contact
  • Privacy
Follow US
© 2008-26 SmartData Collective. All Rights Reserved.
Welcome Back!

Sign in to your account

Username or Email Address
Password

Lost your password?