Within Dynamics 365, it’s easier than you may think to create a dashboard yourself, and it’s a process that can be repeated multiple times over to ensure that you have the right data visualization for specific needs or user roles—for instance you can create a salesperson dashboard to show salespeople their open leads and opportunities and where they are in the pipeline, and you can create a sales manager dashboard to help managers see what their team has on their plates).

In Dynamics 365 Sales, you have the pre-built list views available, which you can customize by changing filter and columns. This is one example (and some of our favorite parts) of the extreme customizability of the app’s interface. You can build your own views with only the data you want to see. Then you can save those views to use later, share them with your team, work with that data, and even export it.

Soon, we’ll be seeing many of the features mentioned in Microsoft’s Dynamics 365 and Power Platform 2024 Release Wave 1 Plans--a lot of items will become generally available in April. While they may not be here just yet, there are a few things standout features that we think lots of CRM users will find value in.

If your company uses Microsoft business solutions such as Dynamics 365 Sales or Business Central, you’ve probably been seeing Copilot in your app recently. Copilot is Microsoft’s answer for how to begin integrating AI into your normal business processes and includes a variety of tools to improve efficiency, such as providing summaries and generating email content ideas.