Microsoft Dynamics® CRM Training

Introduction to Dashboards in Microsoft Dynamics 365

Video Details
Welcome to Dashboards. This video will give you an overview of what dashboards are and how to use them, and we'll go over creating personal dashboards. A dashboard is designed to provide an abstraction of data, in context, from multiple entities, all on one screen. Dashboards allow you to interact with the data, in context, as well. They're a really great way for users to see what's most important to them and their role, all in one place. Within the Dashboards entity, the first thing to do is to choose the desired dashboard view by clicking the down arrow next to the view name. There will be a variety of System Dashboards to choose from, as well as a My Dashboards section, where personal dashboards will be displayed. System Dashboards are provided for you, and personal dashboards are ones you would create yourself, which we will go over shortly. Click the desired dashboard name to open. Next, you'll notice the different dashboard components are a combination of lists and charts. Depending on the data, different display methods may make sense. You can interact with dashboards in a variety of ways. You can change the view within dashboard components by clicking the down arrow next to the view name, and choosing another view. You can search within a component for a specific record by typing in the Search for records field and hitting Enter on your keyboard, or clicking the magnifying glass. You can refresh a dashboard component by clicking the refresh icon. You can click the chart icon within a component to view and interact with the records that are used to generate the chart. And if you'd like to enlarge a chart to view the information more clearly, you can click the corner arrow icon. To create a personal dashboard, like we mentioned earlier, click New, then choose the desired dashboard layout. You can click each layout to see a preview of it prior to selecting. Click Create. Enter desired text in the Name field. Then, within each component, click one of the five icons to choose the component type to add, be it a chart, list, iFrame, web resource, or organization Insights. For now, we'll demonstrate by adding a chart. You'll have to choose the Record Type from the dropdown list. Then choose the View and the Chart in the same way. You'll see a preview of the chart to the right. Click Add when you're finished. Repeat for the rest of the dashboard components, then click Save. This dashboard will now appear within My Dashboards in the dropdown list of dashboard views. That's it for dashboards! Thanks for watching this video by xRM!

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