This guide provides a step-by-step process for creating and sharing a custom
dashboard view in Dynamics CRM, enhancing your ability to manage effectively. By
following these instructions, users can tailor their dashboard to display relevant
information, improving workflow and decision-making. Additionally, the guide
emphasizes the importance of sharing customized views with team members,
fostering collaboration and ensuring everyone has access to critical data. Viewing this
guide will empower users to optimize their CRM experience.
1. Navigate to https://4riversequipment.crm.dynamics.com
Tip! These steps can be used to edit any dashboards in JDSO!
2. Click the drop-down arrow to select the Dashboard you would like to edit.
3. Click "the board you would like to edit"
4. To Rearrange columns, you can select the header and drag it to the spot you want
it.
5. You can also Click "Edit columns" to rearrange the order.
6. To add a column not listed on your dashboard Click "Add columns" from the Edit
Columns button.
7. Click on the item you would like to rearrange and drag it to the spot you would like
it.
8. Select the column you would like to add.
9. Click and drag the added column header to the location you would like.
10. Click "Close"
11. Click "Apply"
12. To Save this view Click the drop down arrow next to the dashboard name
13. Click "Save as new view"
14. Add your initials to the front of the name and adjust the name to reflect the
Dashboard content.
15. Click in the "Description field" and add notes to describe the dashboard.
16. Click "Save" once all changes are made.
17. Click the drop-down arrow to set the view to your default view.
18. Click "Set as default view"
19. To Share Click the drop-down arrow to select the Dashboard you would like to
share.
20. Click "Manage and share views"
21. Click on the three dots next to the dashboard you would like to share
22. Click "Share"
23. Click on Search Bar
24. Select Users or Teams
25. Type the individual or group you would like to share the view with
26. To edit permissions, click on to check the box next to the individual/group you
selected.
27. Check what permissions you would like to give the individual/group
28. Click "Share"