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EdenStafford's avatar
EdenStafford
New Member
9 years ago
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Filtering by user with Dynamics CRM Dashboard

I'm trying to create a dashboard in Dynamics CRM somewhat like the one below whereby it will show the number of different leads a user has, what opportunities are overdue, due this month, due next month, etc...


 

I thought I'd attempt showing the number of trials (trial downloads) for a user and have got as far as filtering by trial downloads, but what I can't seem to understand is how I filter by the user logged in? Below is where I'm currently at. 

 

 

 

My question after that is if I'm able to get the above done, how do I make it so that it will drill down and show the details of those specific leads (by referencing a specific view in CRM)?

 

I apologise if these are easy questions but I'm not that technical and just playing around to try and create some dashboards that aren't the text-heavy ones we have in CRM at the moment.  Thanks in advance for any help anyone can provide.