Quick, Powerful Insights with Role-Based Dashboards
Turn your Microsoft Dynamics 365 CRM into actionable data – by persona – for improved decisioning and productivity.
When every user has a dashboard that delivers the insights they need – your Dynamics 365 CRM becomes a productivity powerhouse. JourneyTeam can help you implement role-based dashboards that turn your CRM into a command center, aligned with how your teams work.
What You Get
Tailored Dashboards
- Design and deploy dashboard for specific user role (e.g., Sales Rep, Manager, Service Agent), streamlining workflows and improving efficiency.
- JourneyTeam Dynamics 365 CRM experts are ready to build just one, or more, dashboards to support your organization needs.
User Training
Comprehensive training on how to customize and maintain dashboards, ensuring users can quickly adapt.
- Role-Based Personalization: Identified persona(s) will have a dedicated dashboard, showing data relevant to the logged-in user for clarity on daily tasks.
- Awareness of Limitations: Discussion on the art of possibility and differences between dashboards and Power BI.
- Ongoing Maintenance: Guidance for users to recreate or update dashboards as needed, ensuring they remain relevant and useful.