Clicking the Home icon will bring you to the dashboard screen.
This by default containers
1. An activity graph 2. Opportunity pipeline 3. Cases pipeline
Click on the tab to open it. Only one tab at a time can be open.
- Activity graph
This is a graph showing your activity in CRM for the last 365 days. This uses communications created, opportunities and cases created by the user.
- Opportunity pipeline
This matches your pipeline that you have in CRM itself. You are presented with a graph and you click the button to view the list of opportunities
- Cases pipeline
This matches your pipeline that you have in CRM itself. You are presented with a graph and you click the button to view the list of cases
You can add in a custom page to the dashboard so that it has its own tab.
To do this create a new menu in
Administration->Advanced Customisation->System Menus
Edit this then to add in a menu item. For example
Caption: ERP Action: Customfile Custom File: sagecrmws/ac2020/sage300overview.asp*
- This is a sample file only
The restart Outlook or reload the screen. Click Home and you will see the tab.