A few years ago, I wrote a post about creating personal dashboards. We’ve had some dashboard-related questions pop up recently and I wanted to bring that post back as a refresher. In the link below, you’ll find instructions to create a personal dashboard, copy (save as) an existing dashboard, and edit an existing dashboard. There’s also a link in that post that provides instructions for resizing dashboard elements. Dashboards are a feature in Dynamics that should be used more frequently and can save quite a few clicks – I encourage you to try it out!
For even more information about dashboards, check out this page from Microsoft.
