CODEWITHSUNDEEP
dynamics-crmdynamics-crm-online
Sparhawk
Sparhawk

Reputation: 1577

Filter data in Dashboards?

In our Dynamics CRM online instance, we've created several dashboards for the monthly performance review. In total we got 24 lists and charts.

Problem: We've got 16 sales-teams/regions. So, when our CEO is meeting with one team, he needs to filter down 24 lists.

We see several solutions:
a) Introduce Power BI: So far we didn't use it we are reluctant to introduce it due to some weaknesses it has.
b) Clone the 24 charts, lists and dashboards. Doing it once would be feasible but afterwards we would have a maintenance nightmare.
c) This is where you come in: Is there a plugin, workaround, script or some other idea how to do this?

Upvotes: 2

Views: 125

Answers (1)

Arun Vinoth PrecogTechnologies
Arun Vinoth PrecogTechnologies

Reputation: 22836

You can build a custom HTML webresource to embed in dashboard, develop with bootstrap & webapi calls to pull the data. Open source js charts, jQuery grids, cool controls to visualize.

My choice is PowerBI because of powerful slice & dice, great visualization & easy to build.

Lot of charts, views, dashboards are going to be maintenance nightmare. Though we have xrmtoolbox for managing certain things.

Upvotes: 1

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