{"id":1594,"date":"2021-04-06T12:41:27","date_gmt":"2021-04-06T12:41:27","guid":{"rendered":"https:\/\/www.toponecrm.com\/blog\/?p=1594"},"modified":"2021-04-07T19:02:54","modified_gmt":"2021-04-07T19:02:54","slug":"create-custom-dashboard-on-dynamics-365","status":"publish","type":"post","link":"https:\/\/toponecrm.com\/blog\/crm\/create-custom-dashboard-on-dynamics-365\/","title":{"rendered":"How to create a custom dashboard on Dynamics 365 ?"},"content":{"rendered":"\n<p>This quick guide is to show users how to create their custom dashboards on Dynamics 365 and how to switch quickly between different dashboards. The image below displays a custom dashboard created by us. It demonstrates the different type of data that can be displayed on a dashboard.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" src=\"https:\/\/www.toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-edited.png\" alt=\"\" class=\"wp-image-1596\" width=\"707\" height=\"397\" srcset=\"https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-edited.png 1683w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-edited-300x169.png 300w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-edited-1024x576.png 1024w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-edited-768x432.png 768w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-edited-1536x864.png 1536w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-edited-350x197.png 350w\" sizes=\"(max-width: 707px) 100vw, 707px\" \/><figcaption>Example of custom dashboard<\/figcaption><\/figure>\n\n\n\n<p><span class=\"has-inline-color has-vivid-cyan-blue-color\">How to view different dashboards: <\/span><\/p>\n\n\n\n<figure class=\"wp-block-embed-videopress wp-block-embed is-type-rich is-provider-embed-handler\"><div class=\"wp-block-embed__wrapper\">\n<div style=\"width: 525px;\" class=\"wp-video\"><!--[if lt IE 9]><script>document.createElement('video');<\/script><![endif]-->\n<video class=\"wp-video-shortcode\" id=\"video-1594-1\" width=\"525\" height=\"295\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/media.giphy.com\/media\/WQvAx7pxKdRmW3DGAX\/giphy.mp4?_=1\" \/><a href=\"https:\/\/media.giphy.com\/media\/WQvAx7pxKdRmW3DGAX\/giphy.mp4\">https:\/\/media.giphy.com\/media\/WQvAx7pxKdRmW3DGAX\/giphy.mp4<\/a><\/video><\/div>\n<\/div><\/figure>\n\n\n\n<p>On the top left of the dashboard there is a dropdown menu which displays all of the pre configured dashboards created by default. When users create their own dashboards they&#8217;re also stored here.<\/p>\n\n\n\n<p><span class=\"has-inline-color has-vivid-cyan-blue-color\">Creating new dashboard:<\/span><\/p>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container\">\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" src=\"https:\/\/www.toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-1-1024x48.png\" alt=\"\" class=\"wp-image-1598\" width=\"859\" height=\"40\" srcset=\"https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-1-1024x48.png 1024w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-1-300x14.png 300w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-1-768x36.png 768w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-1-1536x72.png 1536w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-1-350x16.png 350w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-1.png 1920w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><figcaption>Header<\/figcaption><\/figure>\n<\/div><\/div>\n\n\n\n<p>On the header of the dashboard page we can see a bar which looks like the image above. On that bar click on new and select &#8220;Dynamics 365 Dashboard&#8221;.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"800\" height=\"482\" src=\"https:\/\/www.toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-2.png\" alt=\"\" class=\"wp-image-1599\" srcset=\"https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-2.png 800w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-2-300x181.png 300w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-2-768x463.png 768w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-2-350x211.png 350w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><figcaption>Choose layout prompt<\/figcaption><\/figure>\n\n\n\n<p>You&#8217;ll be prompted to pick your desired layout, there are a few pre-sets but these can be configured after being created. Once selected users will see a new pop-up on their screen with a template of the layout chosen.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"1024\" height=\"563\" src=\"https:\/\/www.toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-3-1024x563.png\" alt=\"\" class=\"wp-image-1600\" srcset=\"https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-3-1024x563.png 1024w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-3-300x165.png 300w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-3-768x423.png 768w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-3-1536x845.png 1536w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-3-350x193.png 350w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-3.png 1901w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><figcaption>Layout editor<\/figcaption><\/figure>\n\n\n\n<p> From this layout editor users are free to add and remove elements from their dashboards. The example above shows the 3-column regular dashboard. Users can insert charts, lists, assistants, Iframe and web resources into any of these blocks. The layout editor also allows to remove blocks, change positions and even increase\/decrease the height and width of the blocks (some blocks need to removed for this). Once users are happy with their layout they can save the changes and close the window. Now everything has been set we can go to the drop down menu on the top left and select our dashboard which will have the name the user has set on the layout editor. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>This quick guide is to show users how to create their custom dashboards on Dynamics 365 and how to switch quickly between different dashboards. The image below displays a custom dashboard created by us. It demonstrates the different type of data that can be displayed on a dashboard. How to view different dashboards: On the &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/toponecrm.com\/blog\/crm\/create-custom-dashboard-on-dynamics-365\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;How to create a custom dashboard on Dynamics 365 ?&#8221;<\/span><\/a><\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_price":"","_stock":"","_tribe_ticket_header":"","_tribe_default_ticket_provider":"","_tribe_ticket_capacity":"0","_ticket_start_date":"","_ticket_end_date":"","_tribe_ticket_show_description":"","_tribe_ticket_show_not_going":false,"_tribe_ticket_use_global_stock":"","_tribe_ticket_global_stock_level":"","_global_stock_mode":"","_global_stock_cap":"","_tribe_rsvp_for_event":"","_tribe_ticket_going_count":"","_tribe_ticket_not_going_count":"","_tribe_tickets_list":[],"_tribe_ticket_has_attendee_info_fields":false},"categories":[60,3,9,30,6],"tags":[],"ticketed":false,"_links":{"self":[{"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/posts\/1594"}],"collection":[{"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/comments?post=1594"}],"version-history":[{"count":4,"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/posts\/1594\/revisions"}],"predecessor-version":[{"id":1606,"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/posts\/1594\/revisions\/1606"}],"wp:attachment":[{"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/media?parent=1594"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/categories?post=1594"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/tags?post=1594"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}