Microsoft Dynamics 365 CRM Navigation and Dashboard Demo

FREE Membership Required to View Full Content:

Become a Member Login
Joining gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more. You can also receive periodic email newsletters with the latest relevant articles and content updates. 
Learn more about us here

In this video, we take a look at how to navigate Microsoft Dynamics 365 CRM. You will also dive into dashboards and how they work in D365. You can have multiple dashboards – if you look at an executive dashboard you can easily see data that answers questions like:

  • What does our sales pipeline look like?
  • Who are some of our top customers?
  • Where are our leads coming from?
  • What's the priority level based off of the types of activities that are going on?
  • What does revenue look like on a monthly basis? 

These aren't just static dashboards where you can visualize information. You actually have the ability to view the underlining records to dive in and understand what’s happening in your business. Take a look at the video to learn more! 

By playing this video content, you acknowledge that may share your account information with Sikich, per our Terms and Conditions.

Published By


Sikich is a leading professional-services firm that is among the top 1 percent of all enterprise resource planning solution partners in the world and ranks as one of the United States’ Top 30 CPA Firms. Sikich is also ranked as number 9 in the...READ MORE