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March 05, 2026

Exploring the Sales Process in Dynamics 365, part 4: Dashboards 

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).

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