{"id":327,"date":"2018-01-02T01:16:47","date_gmt":"2018-01-01T21:46:47","guid":{"rendered":"https:\/\/solutions.falnic.com\/blog\/?p=327"},"modified":"2025-12-06T13:53:26","modified_gmt":"2025-12-06T10:23:26","slug":"how-to-edit-system-dashboards-in-crm","status":"publish","type":"post","link":"https:\/\/solutions.falnic.com\/blog\/how-to-edit-system-dashboards-in-crm","title":{"rendered":"\u0686\u06af\u0648\u0646\u0647 \u062f\u0627\u0634\u0628\u0648\u0631\u062f\u0647\u0627\u06cc \u0633\u06cc\u0633\u062a\u0645\u06cc \u0631\u0627 \u062f\u0631 CRM \u0648\u06cc\u0631\u0627\u06cc\u0634 \u06a9\u0646\u06cc\u0645\u061f"},"content":{"rendered":"\n
\"\"<\/figure>\n\n\n\n

\u062f\u0631 \u0646\u0631\u0645\u200c\u0627\u0641\u0632\u0627\u0631 CRM\u060c \u062f\u0648 \u0646\u0648\u0639 \u0627\u0635\u0644\u06cc \u0627\u0632 \u062f\u0627\u0634\u0628\u0648\u0631\u062f\u0647\u0627 \u062f\u0631 CRM<\/a> \u0648\u062c\u0648\u062f \u062f\u0627\u0631\u062f: System Dashboard \u0648 User Dashboard \u06a9\u0647 \u062f\u0631 \u0627\u06cc\u0646 \u0645\u0642\u0627\u0644\u0647 \u0642\u0635\u062f \u062f\u0627\u0631\u06cc\u0645 \u0646\u062d\u0648\u0647 \u0648\u06cc\u0631\u0627\u06cc\u0634 \u062f\u0627\u0634\u0628\u0648\u0631\u062f\u0647\u0627\u06cc \u0633\u06cc\u0633\u062a\u0645\u06cc \u062f\u0631 CRM<\/strong> \u0631\u0627 \u0628\u0647 \u0634\u0645\u0627 \u062a\u0648\u0636\u06cc\u062d \u062f\u0647\u06cc\u0645 \u067e\u0633 \u0628\u0627 \u0645\u0627 \u0647\u0645\u0631\u0627\u0647 \u0628\u0627\u0634\u06cc\u062f. <\/p>\n\n\n\n

\u0634\u0631\u06a9\u062a \u0641\u0627\u0644\u0646\u06cc\u06a9 \u0628\u06cc\u0634 \u0627\u0632 13 \u0633\u0627\u0644 \u0627\u0633\u062a \u06a9\u0647 \u0646\u0631\u0645 \u0627\u0641\u0632\u0627\u0631 CRM \u0645\u0627\u06cc\u06a9\u0631\u0648\u0633\u0627\u0641\u062a<\/a><\/strong> \u0631\u0627 \u0628\u0647 \u0632\u0628\u0627\u0646 \u0641\u0627\u0631\u0633\u06cc \u0633\u0641\u0627\u0631\u0634\u06cc \u06a9\u0631\u062f\u0647 \u0648 \u0628\u0647 \u0645\u0634\u062a\u0631\u06cc\u0627\u0646 \u0627\u0631\u0627\u0626\u0647 \u0645\u06cc\u200c\u06a9\u0646\u062f. \u0628\u0631\u0627\u06cc \u062f\u0631\u06cc\u0627\u0641\u062a \u0645\u0634\u0627\u0648\u0631\u0647\u060c \u062f\u0645\u0648 \u0648 \u06a9\u0627\u062a\u0627\u0644\u0648\u06af \u0631\u0627\u06cc\u06af\u0627\u0646 \u062f\u0631 \u0627\u06cc\u0646 \u0635\u0641\u062d\u0647 \u0633\u0641\u0627\u0631\u0634\u062a\u0627\u0646 \u0631\u0627 \u062b\u0628\u062a \u06a9\u0646\u06cc\u062f \u06cc\u0627 \u0628\u0627 \u0634\u0645\u0627\u0631\u0647 02154591983 <\/a>\u062a\u0645\u0627\u0633 \u0628\u06af\u06cc\u0631\u06cc\u062f.<\/p>\n\n\n

\n
\"\u0648\u06cc\u0631\u0627\u06cc\u0634<\/figure>\n<\/div>\n\n\n

\u0646\u062d\u0648\u0647\u200c\u06cc \u0648\u06cc\u0631\u0627\u06cc\u0634 <\/strong>System Dashboard<\/strong><\/h4>\n\n\n\n

1- \u0628\u0631\u0627\u06cc \u0648\u06cc\u0631\u0627\u06cc\u0634 \u0633\u06cc\u0633\u062a\u0645 \u062f\u0627\u0634\u0628\u0648\u0631\u062f \u0645\u0633\u06cc\u0631 \u0632\u06cc\u0631 \u0631\u0627 \u0637\u06cc \u06a9\u0646\u06cc\u062f:<\/p>\n\n\n\n

Setting customizationcustomize the system<\/strong><\/p>\n\n\n

\n
\"\u0648\u06cc\u0631\u0627\u06cc\u0634<\/figure>\n<\/div>\n\n
\n
<\/i>\u067e\u06cc\u0634\u0646\u0647\u0627\u062f \u0645\u0637\u0627\u0644\u0639\u0647<\/div>\n
\u0648\u06cc\u0698\u06af\u06cc \u0647\u0627\u06cc \u0633\u0641\u0627\u0631\u0634\u06cc \u0633\u0627\u0632\u06cc \u0627\u0637\u0644\u0627\u0639\u0627\u062a \u062f\u0631 CRM \u0645\u0627\u06cc\u06a9\u0631\u0648\u0633\u0627\u0641\u062a
\n<\/a><\/div>\n<\/div>\n\n\n\n

2- \u062d\u0627\u0644 \u062f\u0627\u0634\u0628\u0648\u0631\u062f \u0645\u0648\u0631\u062f \u0646\u0638\u0631\u062a\u0627\u0646 \u0631\u0627 \u0628\u0627 \u062f\u0648 \u0628\u0627\u0631 \u06a9\u0644\u06cc\u06a9 \u0628\u0627\u0632 \u06a9\u0646\u06cc\u062f. \u0628\u0639\u0646\u0648\u0627\u0646 \u0645\u062b\u0627\u0644: Sales dashboard<\/p>\n\n\n

\n
\"\u0648\u06cc\u0631\u0627\u06cc\u0634<\/figure>\n<\/div>\n\n\n

Sales dashboard \u067e\u06cc\u0634 \u0641\u0631\u0636 \u0634\u0627\u0645\u0644 4 \u0644\u06cc\u0633\u062a \u0648 \u062f\u0648 \u0646\u0645\u0648\u062f\u0627\u0631 \u0627\u0633\u062a. \u062f\u0631 \u0635\u0641\u062d\u0647\u200c\u06cc \u0628\u0627\u0632 \u0634\u062f\u0647\u060c \u0634\u0634 \u0645\u0631\u0628\u0639 \u0628\u0631\u0627\u06cc \u0647\u0631 \u0645\u062d\u062a\u0648\u0627 \u062e\u0648\u0627\u0647\u06cc\u062f \u062f\u06cc\u062f.<\/strong><\/p>\n\n\n

\n
\"\u0648\u06cc\u0631\u0627\u06cc\u0634<\/figure>\n<\/div>\n\n
\"\u0628\u0627<\/a><\/div>
\u0628\u0627 CRM \u0641\u0631\u0648\u0634\u200c\u062a\u0627\u0646 \u0631\u0627 300% \u0627\u0641\u0632\u0627\u06cc\u0634 \u062f\u0647\u06cc\u062f!<\/div>
\u0646\u0631\u0645\u200c\u0627\u0641\u0632\u0627\u0631 CRM \u0645\u0627\u06cc\u06a9\u0631\u0648\u0633\u0627\u0641\u062a \u06a9\u0645\u06a9 \u0645\u06cc\u200c\u06a9\u0646\u062f \u0631\u0627\u0628\u0637\u0647 \u062e\u0648\u062f \u0648 \u0645\u0634\u062a\u0631\u06cc\u0627\u0646\u200c\u062a\u0627\u0646 \u0631\u0627 \u0628\u0647\u062a\u0631 \u06a9\u0631\u062f\u0647 \u0648 \u0641\u0631\u0648\u0634\u200c\u062a\u0627\u0646 \u0631\u0627 \u0633\u0647 \u0628\u0631\u0627\u0628\u0631 \u06a9\u0646\u06cc\u062f! \u0628\u0631\u0627\u06cc \u0645\u0634\u0627\u0648\u0631\u0647\u060c \u062f\u0631\u06cc\u0627\u0641\u062a \u062f\u0645\u0648\u06cc \u0631\u0627\u06cc\u06af\u0627\u0646 \u06cc\u0627 \u062e\u0631\u06cc\u062f CRM \u06a9\u0644\u06cc\u06a9 \u06a9\u0646\u06cc\u062f.<\/div>
\u0646\u0631\u0645 \u0627\u0641\u0632\u0627\u0631 CRM<\/a>\u0645\u0634\u0627\u0648\u0631\u0647 \u062a\u0644\u0641\u0646\u06cc<\/a><\/div><\/div><\/div>\n\n\n\n

\u067e\u0627\u06a9 \u06a9\u0631\u062f\u0646 \u0644\u06cc\u0633\u062a \u06cc\u0627 \u0645\u062d\u062a\u0648\u0627\u0647\u0627\u06cc \u062f\u06cc\u06af\u0631<\/strong><\/p>\n\n\n\n

1- \u0627\u0628\u062a\u062f\u0627 \u0644\u06cc\u0633\u062a \u0645\u0648\u0631\u062f\u0646\u0638\u0631 \u06cc\u0627 \u0647\u0631 \u0645\u062d\u062a\u0648\u0627\u06cc \u062f\u06cc\u06af\u0631 \u0631\u0627 \u0627\u0646\u062a\u062e\u0627\u0628 \u0648 \u06af\u0632\u06cc\u0646\u0647\u200c\u06cc Remove \u0631\u0627 \u0627\u0632 \u0628\u0627\u0644\u0627\u06cc \u0635\u0641\u062d\u0647 \u06a9\u0644\u06cc\u06a9 \u06a9\u0646\u06cc\u062f. \u0645\u0627\u0646\u0646\u062f \u062a\u0635\u0648\u06cc\u0631 \u0632\u06cc\u0631:<\/p>\n\n\n

\n
\"\u0648\u06cc\u0631\u0627\u06cc\u0634<\/figure>\n<\/div>\n\n\n

\u0632\u0645\u0627\u0646\u06cc\u06a9\u0647 \u0634\u0645\u0627 \u06cc\u06a9 \u0645\u062d\u062a\u0648\u0627 \u0631\u0627 \u0627\u0632 \u0631\u0648\u06cc \u06cc\u06a9 \u0645\u0631\u0628\u0639 \u0627\u0632 \u0633\u0637\u0631 \u0628\u0627\u0644\u0627 \u067e\u0627\u06a9 \u0645\u06cc\u200c\u06a9\u0646\u06cc\u062f\u060c CRM \u0628\u0637\u0648\u0631 \u062e\u0648\u062f\u06a9\u0627\u0631 \u0645\u062d\u062a\u0648\u0627\u06cc \u0633\u0637\u0631 \u067e\u0627\u06cc\u06cc\u0646 \u0631\u0627 \u0628\u0647 \u0628\u0627\u0644\u0627 \u0645\u0646\u062a\u0642\u0644 \u0645\u06cc\u200c\u06a9\u0646\u062f. \u0634\u0645\u0627 \u0646\u0645\u06cc\u200c\u062a\u0648\u0627\u0646\u06cc\u062f \u06cc\u06a9 \u0645\u062d\u062a\u0648\u0627\u06cc \u062e\u0627\u0644\u06cc \u0631\u0627 \u062f\u0631 \u0633\u0637\u0631 \u0628\u0627\u0644\u0627\u06cc \u062f\u0627\u0634\u0628\u0648\u0631\u062f \u062f\u0627\u0634\u062a\u0647 \u0628\u0627\u0634\u06cc\u062f.<\/p>\n\n\n\n

\u0627\u0636\u0627\u0641\u0647 \u06a9\u0631\u062f\u0646 \u0646\u0645\u0648\u062f\u0627\u0631 \u0628\u0647 \u062f\u0627\u0634\u0628\u0648\u0631\u062f:<\/h4>\n\n\n\n

CRM \u062a\u0639\u062f\u0627\u062f \u0632\u06cc\u0627\u062f\u06cc \u0646\u0645\u0648\u062f\u0627\u0631 \u0633\u06cc\u0633\u062a\u0645\u06cc \u0622\u0645\u0627\u062f\u0647 \u062f\u0627\u0631\u062f \u06a9\u0647 \u0627\u0636\u0627\u0641\u0647 \u06a9\u0631\u062f\u0646 \u0622\u0646 \u0622\u0633\u0627\u0646 \u0627\u0633\u062a \u0648 \u06cc\u0627 \u0627\u06af\u0631 \u0634\u0645\u0627 \u0646\u0642\u0634 \u0645\u062f\u06cc\u0631 \u0633\u06cc\u0633\u062a\u0645 \u06cc\u0627 \u0633\u0641\u0627\u0631\u0634\u06cc \u0633\u0627\u0632\u06cc \u06a9\u0646\u0646\u062f\u0647\u200c\u06cc \u0633\u06cc\u0633\u062a\u0645 \u0631\u0627 \u062f\u0627\u0631\u06cc\u062f \u0645\u06cc\u200c\u062a\u0648\u0627\u0646\u06cc\u062f \u0646\u0645\u0648\u062f\u0627\u0631 \u0633\u06cc\u0633\u062a\u0645\u06cc \u062e\u0648\u062f\u062a\u0627\u0646 \u0631\u0627 \u0627\u0636\u0627\u0641\u0647 \u06a9\u0646\u06cc\u062f.<\/p>\n\n\n\n

1- \u0627\u0628\u062a\u062f\u0627 \u06af\u0632\u06cc\u0646\u0647\u200c\u06cc \u0646\u0645\u0648\u062f\u0627\u0631 \u0631\u0627 \u0627\u0632 \u0628\u0627\u0644\u0627\u06cc \u0635\u0641\u062d\u0647 \u0627\u0646\u062a\u062e\u0627\u0628 \u06a9\u0646\u06cc\u062f.<\/p>\n\n\n

\n
\"\u0648\u06cc\u0631\u0627\u06cc\u0634<\/figure>\n<\/div>\n\n\n

2- \u062f\u0631 \u067e\u0646\u062c\u0631\u0647 \u0628\u0627\u0632 \u0634\u062f\u0647\u060c \u0645\u0642\u062f\u0627\u0631 \u0641\u06cc\u0644\u062f\u0647\u0627\u06cc Record Type, View, Chart \u0631\u0627 \u0645\u0634\u062e\u0635 \u06a9\u0646\u06cc\u062f.<\/p>\n\n\n

\n
\"\u0648\u06cc\u0631\u0627\u06cc\u0634<\/figure>\n<\/div>\n\n\n

3- \u0631\u0648\u06cc Add \u06a9\u0644\u06cc\u06a9 \u06a9\u0646\u06cc\u062f \u062a\u0627 \u0646\u0645\u0648\u062f\u0627\u0631 \u0628\u0647 \u062f\u0627\u0634\u0628\u0648\u0631\u062f \u0627\u0636\u0627\u0641\u0647 \u0634\u0648\u062f.<\/p>\n\n\n

\n
<\/i>\u067e\u06cc\u0634\u0646\u0647\u0627\u062f \u0645\u0637\u0627\u0644\u0639\u0647<\/div>\n
\u0642\u0627\u0628\u0644\u06cc\u062a \u067e\u0633\u062a \u062f\u0631 \u0646\u0631\u0645 \u0627\u0641\u0632\u0627\u0631 Microsoft dynamics CRM<\/a><\/div>\n<\/div>\n\n\n\n

\u062a\u0646\u0638\u06cc\u0645 \u06a9\u0631\u062f\u0646 \u0633\u0627\u06cc\u0632 \u0644\u06cc\u0633\u062a \u0647\u0627 \u06cc\u0627 \u0645\u062d\u062a\u0648\u0627\u0647\u0627\u06cc \u062f\u06cc\u06af\u0631:<\/strong><\/p>\n\n\n\n

1- \u0627\u0628\u062a\u062f\u0627 \u0645\u062d\u062a\u0648\u0627\u06cc \u0645\u0648\u0631\u062f \u0646\u0638\u0631 \u0631\u0627 \u0627\u0646\u062a\u062e\u0627\u0628 \u06a9\u0646\u0628\u062f.<\/p>\n\n\n

\n
\"\u0648\u06cc\u0631\u0627\u06cc\u0634<\/figure>\n<\/div>\n\n\n

2- \u06af\u0632\u06cc\u0646\u0647\u200c\u06cc \u0628\u06cc\u0634\u062a\u0631 (\u0633\u0647 \u0646\u0642\u0637\u0647) \u0631\u0627 \u0627\u0632 \u0628\u0627\u0644\u0627\u06cc \u0635\u0641\u062d\u0647 \u06a9\u0644\u06cc\u06a9 \u06a9\u0646\u06cc\u062f. \u062f\u0631 \u0627\u06cc\u0646 \u0645\u062b\u0627\u0644 \u06af\u0632\u06cc\u0646\u0647\u200c\u06cc Increase Height \u0631\u0627 \u0627\u0646\u062a\u062e\u0627\u0628 \u06a9\u0646\u06cc\u062f.<\/p>\n\n\n

\n
\"\u0648\u06cc\u0631\u0627\u06cc\u0634<\/figure>\n<\/div>\n\n\n

3- \u0627\u0632 \u0622\u0646\u062c\u0627\u06cc\u06cc \u06a9\u0647 Sales Dashboard \u06cc\u06a9 \u062f\u0627\u0634\u0628\u0648\u0631\u062f \u0633\u06cc\u0633\u062a\u0645\u06cc \u0627\u0633\u062a\u060c \u062a\u063a\u06cc\u06cc\u0631\u0627\u062a \u0628\u0631\u0627\u06cc \u062f\u06cc\u062f\u0647 \u0634\u062f\u0646 \u0628\u0627\u06cc\u062f Publish \u0634\u0648\u062f. \u0627\u0628\u062a\u062f\u0627 \u062a\u063a\u06cc\u06cc\u0631\u0627\u062a \u0631\u0627 \u0630\u062e\u06cc\u0631\u0647 \u0648 \u0633\u067e\u0633 Publish \u06a9\u0646\u06cc\u062f.<\/p>\n\n\n

\n
\"\u0648\u06cc\u0631\u0627\u06cc\u0634<\/figure>\n<\/div>\n\n\n

\u0646\u0645\u0627\u06cc \u062f\u0627\u0634\u0628\u0648\u0631\u062f \u0628\u0631\u0648\u0632\u0631\u0633\u0627\u0646\u06cc \u0634\u062f\u0647:<\/h4>\n\n\n\n

\u0628\u0647 \u0645\u0646\u0648\u06cc \u062f\u0627\u0634\u0628\u0648\u0631\u062f\u0647\u0627 \u0631\u0641\u062a\u0647 \u0648 Sales Dashboard \u0631\u0627 \u0627\u0646\u062a\u062e\u0627\u0628 \u06a9\u0646\u06cc\u062f. \u062a\u0635\u0648\u06cc\u0631 \u0632\u06cc\u0631 \u0646\u0645\u0627\u06cc \u062f\u0627\u0634\u0628\u0648\u0631\u062f \u0628\u0631\u0648\u0632\u0631\u0633\u0627\u0646\u06cc \u0634\u062f\u0647 \u0627\u0633\u062a.<\/p>\n\n\n

\n
\"\u0648\u06cc\u0631\u0627\u06cc\u0634<\/figure>\n<\/div>\n\n\n

\u062a\u0646\u0638\u06cc\u0645 \u062f\u0627\u0634\u0628\u0648\u0631\u062f \u067e\u06cc\u0634 \u0641\u0631\u0636:<\/h4>\n\n\n\n

\u062f\u0627\u0634\u0628\u0648\u0631\u062f \u067e\u06cc\u0634 \u0641\u0631\u0636 \u0627\u0648\u0644\u06cc\u0646 \u0686\u06cc\u0632\u06cc \u0627\u0633\u062a \u06a9\u0647 \u0647\u0631 \u06a9\u0633 \u062f\u0631 \u0633\u0627\u0632\u0645\u0627\u0646 \u0628\u0631\u0627\u06cc \u0634\u0631\u0648\u0639 \u06a9\u0627\u0631 \u0628\u0627 CRM \u0622\u0646 \u0631\u0627 \u0645\u06cc\u200c\u0628\u06cc\u0646\u062f. \u0627\u0632 \u0622\u0646\u062c\u0627\u06cc\u06cc \u06a9\u0647 \u0628\u06cc\u0634\u062a\u0631\u06a9\u0627\u0631\u0628\u0631\u0627\u0646 \u062f\u0631 \u0633\u0627\u0632\u0645\u0627\u0646\u200c\u0647\u0627\u060c \u06a9\u0627\u0631\u0628\u0631\u0627\u0646 \u0641\u0631\u0648\u0634 \u0647\u0633\u062a\u0646\u062f\u060c \u062f\u0631 \u0627\u06cc\u0646 \u0645\u062b\u0627\u0644 \u0642\u0635\u062f \u062f\u0627\u0631\u06cc\u0645 Sales Dashboard \u0631\u0627 \u0628\u0639\u0646\u0648\u0627\u0646 \u062f\u0627\u0634\u0628\u0648\u0631\u062f \u067e\u06cc\u0634\u0641\u0631\u0636 \u0627\u0646\u062a\u062e\u0627\u0628 \u06a9\u0646\u06cc\u0645.<\/p>\n\n\n\n

    \n
  1. \u0627\u0628\u062a\u062f\u0627 \u062f\u0627\u0634\u0628\u0648\u0631\u062f \u0645\u0648\u0631\u062f\u0646\u0638\u0631 \u0631\u0627 \u0627\u0646\u062a\u062e\u0627\u0628 \u06a9\u0646\u06cc\u062f.<\/li>\n\n\n\n
  2. \u0627\u0632 \u0642\u0633\u0645\u062a \u0628\u0627\u0644\u0627\u06cc \u0635\u0641\u062d\u0647 Set As Default \u0631\u0627 \u06a9\u0644\u06cc\u06a9 \u06a9\u0646\u06cc\u062f.<\/li>\n\n\n\n
  3. \u062f\u0631 \u0633\u062a\u0648\u0646 Type\u060c \u0634\u0645\u0627 \u0645\u06cc\u200c\u062a\u0648\u0627\u0646\u06cc\u062f \u0646\u0648\u0639 \u062f\u0627\u0634\u0628\u0648\u0631\u062f \u0631\u0627 “\u0628\u0635\u0648\u0631\u062a \u067e\u06cc\u0634 \u0641\u0631\u0636” \u0645\u0634\u0627\u0647\u062f\u0647 \u06a9\u0646\u06cc\u062f.<\/li>\n<\/ol>\n\n\n
    \n
    \"\u0648\u06cc\u0631\u0627\u06cc\u0634<\/figure>\n<\/div>\n\n\n

    \u0646\u062d\u0648\u0647\u200c\u06cc \u067e\u0646\u0647\u0627\u0646 \u06a9\u0631\u062f\u0646 \u062f\u0627\u0634\u0628\u0648\u0631\u062f:<\/strong><\/h4>\n\n\n\n

    \u062f\u0627\u0634\u0628\u0648\u0631\u062f\u0647\u0627\u06cc \u0633\u06cc\u0633\u062a\u0645\u06cc \u0628\u0631\u0627\u06cc \u0647\u0645\u0647 \u062f\u0631 \u0633\u0627\u0632\u0645\u0627\u0646 \u0642\u0627\u0628\u0644 \u062f\u06cc\u062f\u0646 \u0647\u0633\u062a\u0646\u062f. \u0634\u0645\u0627 \u0645\u06cc\u200c\u062a\u0648\u0627\u0646\u06cc\u062f \u0646\u0642\u0634\u200c\u0647\u0627\u06cc \u0627\u0645\u0646\u06cc\u062a\u06cc \u0628\u0631\u0627\u06cc \u06cc\u06a9\u0633\u0631\u06cc \u06a9\u0627\u0631\u0628\u0631\u0627\u0646 \u062e\u0627\u0635 \u062a\u0639\u0631\u06cc\u0641 \u06a9\u0646\u06cc\u062f.<\/p>\n\n\n\n

    1- Sales Dashboard \u0631\u0627 \u0627\u0646\u062a\u062e\u0627\u0628 \u0648 \u0633\u067e\u0633 \u0631\u0648\u06cc Enable Security Roles \u06a9\u0644\u06cc\u06a9 \u06a9\u0646\u06cc\u062f.<\/p>\n\n\n

    \n
    \"\u0648\u06cc\u0631\u0627\u06cc\u0634<\/figure>\n<\/div>\n\n\n

    2- \u062f\u0631 \u0642\u0633\u0645\u062a Assign Security Roles \u06af\u0632\u06cc\u0646\u0647\u200c\u06cc Display only to these selected security \u0631\u0627 \u0627\u0646\u062a\u062e\u0627\u0628 \u06a9\u0646\u0628\u062f. \u0633\u067e\u0633 \u0646\u0642\u0634\u200c\u0647\u0627\u06cc\u06cc \u06a9\u0647 \u0645\u06cc\u200c\u062e\u0648\u0627\u0647\u06cc\u062f \u062f\u0633\u062a\u0631\u0633\u06cc \u062f\u0627\u0634\u062a\u0647 \u0628\u0627\u0634\u0646\u062f \u0631\u0627 \u0628\u0631\u0631\u0633\u06cc \u06a9\u0646\u06cc\u062f. \u0628\u0631\u0627\u06cc \u0645\u062b\u0627\u0644 \u0646\u0642\u0634\u200c\u0647\u0627\u06cc Salesperson \u0648 Sales Manager.<\/p>\n\n\n

    \n
    \"\u0648\u06cc\u0631\u0627\u06cc\u0634<\/figure>\n<\/div>\n\n\n

    \u0645\u0646\u0628\u0639: Microsoft.com<\/strong><\/p>\n\n\n

    \"\u0628\u0627<\/a><\/div>
    \u0628\u0627 CRM \u0641\u0631\u0648\u0634\u200c\u062a\u0627\u0646 \u0631\u0627 300% \u0627\u0641\u0632\u0627\u06cc\u0634 \u062f\u0647\u06cc\u062f!<\/div>
    \u0646\u0631\u0645\u200c\u0627\u0641\u0632\u0627\u0631 CRM \u0645\u0627\u06cc\u06a9\u0631\u0648\u0633\u0627\u0641\u062a \u06a9\u0645\u06a9 \u0645\u06cc\u200c\u06a9\u0646\u062f \u0631\u0627\u0628\u0637\u0647 \u062e\u0648\u062f \u0648 \u0645\u0634\u062a\u0631\u06cc\u0627\u0646\u200c\u062a\u0627\u0646 \u0631\u0627 \u0628\u0647\u062a\u0631 \u06a9\u0631\u062f\u0647 \u0648 \u0641\u0631\u0648\u0634\u200c\u062a\u0627\u0646 \u0631\u0627 \u0633\u0647 \u0628\u0631\u0627\u0628\u0631 \u06a9\u0646\u06cc\u062f! \u0628\u0631\u0627\u06cc \u0645\u0634\u0627\u0648\u0631\u0647\u060c \u062f\u0631\u06cc\u0627\u0641\u062a \u062f\u0645\u0648\u06cc \u0631\u0627\u06cc\u06af\u0627\u0646 \u06cc\u0627 \u062e\u0631\u06cc\u062f CRM \u06a9\u0644\u06cc\u06a9 \u06a9\u0646\u06cc\u062f.<\/div>
    \u0646\u0631\u0645 \u0627\u0641\u0632\u0627\u0631 CRM<\/a>\u0645\u0634\u0627\u0648\u0631\u0647 \u062a\u0644\u0641\u0646\u06cc<\/a><\/div><\/div><\/div>\n\n\n
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    <\/div>\n <\/div>\n <\/div>\n \n
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    <\/div>\n <\/div>\n <\/div>\n<\/div>\n \n\n
    \n 5\/5 - (3 \u0627\u0645\u062a\u06cc\u0627\u0632) <\/div>\n <\/div>\n","protected":false},"excerpt":{"rendered":"

    \u062f\u0631 \u0646\u0631\u0645\u200c\u0627\u0641\u0632\u0627\u0631 CRM\u060c \u062f\u0648 \u0646\u0648\u0639 \u0627\u0635\u0644\u06cc \u0627\u0632 \u062f\u0627\u0634\u0628\u0648\u0631\u062f\u0647\u0627 \u062f\u0631 CRM \u0648\u062c\u0648\u062f \u062f\u0627\u0631\u062f: System Dashboard \u0648 User Dashboard \u06a9\u0647 \u062f\u0631 \u0627\u06cc\u0646 \u0645\u0642\u0627\u0644\u0647 \u0642\u0635\u062f \u062f\u0627\u0631\u06cc\u0645 \u0646\u062d\u0648\u0647 \u0648\u06cc\u0631\u0627\u06cc\u0634 \u062f\u0627\u0634\u0628\u0648\u0631\u062f\u0647\u0627\u06cc \u0633\u06cc\u0633\u062a\u0645\u06cc \u062f\u0631 CRM \u0631\u0627 \u0628\u0647 \u0634\u0645\u0627 \u062a\u0648\u0636\u06cc\u062d \u062f\u0647\u06cc\u0645 \u067e\u0633 \u0628\u0627 \u0645\u0627 \u0647\u0645\u0631\u0627\u0647 \u0628\u0627\u0634\u06cc\u062f. \u0634\u0631\u06a9\u062a \u0641\u0627\u0644\u0646\u06cc\u06a9 \u0628\u06cc\u0634 \u0627\u0632 13 \u0633\u0627\u0644 \u0627\u0633\u062a \u06a9\u0647 \u0646\u0631\u0645 \u0627\u0641\u0632\u0627\u0631 CRM \u0645\u0627\u06cc\u06a9\u0631\u0648\u0633\u0627\u0641\u062a \u0631\u0627 \u0628\u0647 \u0632\u0628\u0627\u0646 \u0641\u0627\u0631\u0633\u06cc …<\/p>\n","protected":false},"author":4,"featured_media":328,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-327","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm-tutorial"],"_links":{"self":[{"href":"https:\/\/solutions.falnic.com\/blog\/wp-json\/wp\/v2\/posts\/327","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/solutions.falnic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/solutions.falnic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/solutions.falnic.com\/blog\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/solutions.falnic.com\/blog\/wp-json\/wp\/v2\/comments?post=327"}],"version-history":[{"count":1,"href":"https:\/\/solutions.falnic.com\/blog\/wp-json\/wp\/v2\/posts\/327\/revisions"}],"predecessor-version":[{"id":342,"href":"https:\/\/solutions.falnic.com\/blog\/wp-json\/wp\/v2\/posts\/327\/revisions\/342"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/solutions.falnic.com\/blog\/wp-json\/wp\/v2\/media\/328"}],"wp:attachment":[{"href":"https:\/\/solutions.falnic.com\/blog\/wp-json\/wp\/v2\/media?parent=327"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/solutions.falnic.com\/blog\/wp-json\/wp\/v2\/categories?post=327"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/solutions.falnic.com\/blog\/wp-json\/wp\/v2\/tags?post=327"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}