Dynamics 365 Dashboards and Views

Our Dynamics 365 Dashboards and Views workshop will get you reviewing your data and drawing up useful dashboards.

Requirements capture

We will commence with a discussion and review of your Dynamics 365 site.  Examples of reports prior to the workshop day will be key so that we can prepare for the training and ensure you leave with useful reports, bespoke and meaningful to you and your business.  If another product such as PowerBI is required, we can discuss this once we have received these examples.

We will carry out a one-day workshop on-site at Caltech CRM to demonstration views and dashboards.  The afternoon will then delve into one or two dashboards you require, as time permits, to generate usable reports.


  • Useful time-saving management dashboards
  • Technology that will grow with your business
  • User engagement and adoption
  • Focus on your priorites
  • Provision of a best-in-market CRM solution accessible for SMB businesses.

Trust us to make Dynamics 365 a success for you

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