Differences and uses of reports, views, and dashboards in Microsoft CRM

 مایکروسافت CRM Microsoft CRM is one of the most powerful customer relationship management platforms in the world. New users and even experienced managers always have the question of what exactly is the difference between a report, a view, and a dashboard, and when each should be used. This article is the most complete Persian guide on this topic. With more than 10 years of experience implementing Dynamics 365 داینامیکس ۳۶۵, we explain all the details in simple language and fully optimized for search engines.

What is a View in Microsoft CRM?
A view is the simplest and most widely used data display tool in Microsoft CRM سی ار ام مایکروسافت. Views are actually filtered and sorted lists of records. Users use views several times a day. System views such as “My Active Customers” or “Open Opportunities” are pre-built. Personal views are visible only to you. Public views are visible to all team members. Views allow you to sort, group, and select the desired columns. Views exist on all entities such as Account, Contact, Lead, Opportunity, Case and even custom entities. Advanced views are built using FetchXML.

Benefits of using Views in Dynamics 365
Views speed up users’ daily work several times. Sales users only see opportunities in the Proposal stage. Support teams only see high-priority tickets. Views can store complex filters. Views also work well in the mobile app. “Associated View” views show the relationship between records.

How does a Dashboard work in Microsoft CRM?
A dashboard is the main page for monitoring and managing performance in Dynamics 365. A dashboard displays a collection of charts, graphs, lists, and KPIs on a single page. System dashboards, such as the Sales Activity Dashboard, are pre-built. Personal dashboards are created by each user. Enterprise dashboards can be used by the entire company. Modern dashboards integrate with Power BI. Interactive dashboards allow for clicks and drill-downs to drill down into details. Mobile dashboards are also designed to be responsive.

Types of dashboards in Dynamics 365
Classic Dashboard
Interactive Dashboard
Power BI Embedded Dashboard
Personal and System Dashboards
The use of dashboards is in real-time monitoring of sales, services, marketing, and projects. Sales managers check the status of the team at a glance every morning. Service managers see SLA and customer satisfaction.

What is the difference between Reports in Dynamics 365?
Reports are the most accurate and professional data analysis tool in Microsoft CRM. Reports are created with SSRS (SQL Server Reporting Services) technology. Reports can be exported to Excel, PDF, Word, and CSV. Reports are used for board presentation, auditing, and legal reporting. Custom reports are written with Visual Studio and FetchXML. Reports can take parameters from the user. Reports can be scheduled and sent automatically by email.

Types of reports in Microsoft CRM
System reports (such as Top 10 Customers)
Custom reports with Report Wizard
Advanced reports with SSRS
Power BI reports
Complete comparison table of reports, views and dashboards
View features Dashboard Report
Main purpose Quick data visualization Visual and real-time monitoring Deep analysis and formal presentation
Display location In-system In-system In-system and out-of-system (PDF/Excel)
Interactivity Medium High Low
Requirement of technical knowledge Low Medium High
Instant update Instant Manual or scheduled
Best way to use a combination of these three tools
Views, dashboards and reports complement each other. Regular users use views daily. Middle managers check the dashboard every hour. Senior managers receive a formal report every month. The right combination of these three tools increases the company’s productivity by 40%.

How to create professional views, dashboards and reports?
Creating a professional view requires It requires advanced filtering. Building an interactive dashboard requires the right charts. Building a professional report requires SSRS or Power BI. Our team with over 500 successful Dynamics 365 projects is ready to help you.

Final Conclusion
Understanding the difference between reports, views, and dashboards in Microsoft CRM is the key to success in using Dynamics 365. Views are for daily work, dashboards are for real-time monitoring, and reports are for strategic decision-making. If you want to implement these tools in the best way in your company, contact us today.

Frequently Asked Questions About the Difference Between Reports, Views, and Dashboards in Microsoft CRM and Dynamics 365
1. What exactly is a View in Dynamics 365?
A view is a filtered, customizable list of records used to quickly view information on a daily basis. For example, “All my sales opportunities that are in the proposal stage” is a view.

2. What is the main difference between a view and a dashboard?
A view is just a simple table or list, But a dashboard is a visual page that includes charts, graphs, gauges, and multiple views side by side that show the overall state of the business at once.

3. Can a report be displayed inside a dashboard?

Yes, in classic dashboards you can add SSRS reports as a component. In new dashboards you can also embed a Power BI report.

4. Which tool is best for regular users?

View is the best tool for regular users because it is simple, fast, and requires no technical knowledge to create and use.

5. What tool is used to create a report in Dynamics 365?

Standard reports are created with Report Wizard, advanced reports are created with SQL Server Reporting Services (SSRS), and modern reports are created with Power BI.

6. Can a dashboard be displayed in the Dynamics 365 mobile app?

Yes, interactive dashboards and personalized dashboards are fully integrated in the mobile app. responsive and beautifully displayed.

7. Can the view be exported to PDF or Excel?
No, directly, but you can export the view data to Excel by clicking the Export to Excel button. For PDF, you should use a report.

8. Which is better for presenting to the CEO and board of directors?
A report is the best choice for presenting to senior managers and the board of directors due to its printability, formal format, and ability to be sent by email.

9. Can the dashboard be automatically emailed every day?
No, directly in the CRM itself, but using Power Automate, you can send the dashboard or report as a PDF or link to the managers’ email every day.

10. What is the fastest way to build a professional sales dashboard?
Use ready-made system dashboards such as Sales Activity Dashboard or Sales Pipeline Dashboard and then customize them by adding or removing charts.

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