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Monday, October 10 • 1:00pm - 5:00pm
Dashboards for the Everyday User
Do you want to use CRM like a Power User especially when it comes to Dashboards and Reporting and you aren’t sure where to begin? Or do you have some comfort level in Advanced Find views but want to take it up a notch to Dashboards? This is the course for you. In this three hour Academy-led offering, we’ll dive deep from beginning to end into how to create a Dashboard, including creating Advanced Find Views and Charts. Report Writer will also be compared and described in detail.

We will walk beginning to end of how to create a Dashboard, including creating the Advanced Find Views and Charts to build the Dashboard. We will also compare the differences between Advanced Find and the Report Writer and learn how to use the Report Writer. This is a class covering the 101 of Reporting, everything you need to know about it.

Learning Objectives:

At the end of this webinar you should have the tools and understanding to:
• Understand the Basics Advanced Find Views
• Understand the Basics of Creating Charts
• Understand Dashboards
• Understand Report Writer

Audience: This Academy is for CRM users in various roles who aspire to become Power Users. This course is not meant for IT folks or more advanced level CRM users.

Level: Beginner

Prerequisites: Users should have a basic understanding of Dynamics CRM.
Delivery Method: Group Live

avatar for Melissa Erickson

Melissa Erickson

Director of Member Systems, Dynamic Communities, Inc.
I'm passionate about CRM and helping users understand it better!

Monday October 10, 2016 1:00pm - 5:00pm EDT
Marriott Waterside Meeting Room 12 (Third Floor)
  Everyday User