Learn how to create and customize personal dashboards in Dynamics 365 to visualize key data, track progress, and gain insights at a glance. A well-designed dashboard can significantly improve your productivity.
From the main navigation pane on the left, select Dashboards. This will display your current default dashboard.
In the command bar at the top, click the New button and select Dynamics 365 Dashboard from the dropdown menu.
A dialog box will appear asking you to choose a layout. Select the column structure that best suits the components you plan to add (e.g., 3-Column Regular, 2-Column Wide).
Click on the icons within each section to add components. You can add Charts, Lists (Views), Web Resources, or an IFRAME to display external content.
For each component you add, you'll need to configure its properties, such as selecting the specific record type, view, or chart. You can also drag and drop components to rearrange them on the dashboard.
Once you are satisfied with your layout, click Save in the command bar. To make it your default view, go back to the main dashboards screen, select your new dashboard from the dropdown, and click Set as Default.
Tips for Effective Dashboard Customization
You can share your personal dashboards with other users or teams. Select the dashboard and click the Share button in the command bar.
For a more dynamic experience, consider creating an interactive dashboard. These allow for advanced filtering and visual drill-downs directly from the dashboard components.
Remember that you are creating a personal dashboard. System dashboards are created by administrators and are visible to everyone with the appropriate security role.
After adding components, you can adjust their width and height. Hover over the component's border and use the Increase Width/Height or Decrease Width/Height buttons.
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