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Sadly, our parent company has elected to move everyone to Dynamics 365. It's not a terrible platform, but it's no Salesforce. I've been working in the Salesforce environment since 2009, so I've seen the good and bad. I've always enjoyed this community and wanted to say thanks for all the support over the years.

I do plan on keeping up to date on Salesforce with Trailblazer and keep my certifications active, but will miss logging in each day. #OhanaSalesforce

댓글 6개
  1. 2023년 2월 13일 오후 3:22

    While I still really like the list views in Dynamics, the building of dashboards is the worst. Primarily because you primarily build a dashboard from charts built for list views. But the real challenge is that you have to share all three items separately. Unlike Salesforce where I can save a report to a shared folder, I need to create and share the list view, create and then share the chart, then add that chart to the dashboard and share the dashboard. 

    I have a feeling we'll move to Power BI for dashboards because this process is just too time consuming.  

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