How to Customize Dashboards in Dynamics 365
                     How to Customize Dashboards in Dynamics 365
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What is Dashboard in Dynamics 365?
In Dynamics 365, a dashboard is a customizable visual 
workspace that pulls together key business data from 
across the system, displaying it as interactive charts, 
lists, and Key Performance Indicators (KPIs) for a high-
level, real-time overview of performance, pipeline, and 
daily activities, helping users monitor progress and 
quickly access important records without extensive 
searching. 
Key Features & Components:
● Visual Data: Uses charts (bar, pie, doughnut), lists (views of records like 
accounts or opportunities), and KPIs for easy understanding.
● Interactive & Actionable: Users can drill down into chart data or click list 
items to open records directly, streamlining workflows.
● Customizable Layouts: Offers different layouts and allows users to resize 
components to fit their needs.
● Components: Can include standard charts, lists (from specific views), 
IFrames, and web resources, even Power BI visuals.
Types:
● Personal Dashboards: Created and owned by individual 
users, can be shared with others.
● System Dashboards: Pre-built by administrators for roles or 
the entire organization, with data visibility controlled by 
security roles. 
● Interactive Dashboards: Role-based dashboards with 
advanced filtering and stream-based views for deep dives. 
How They're Used:
● Sales Teams: Monitor open opportunities, track pipeline, view 
recent activities, and assess team performance.
● Customer Service: Get snapshots of open cases, service levels, 
and queue performance.
● Role-Specific Views: Provide tailored views of data relevant to a 
user's function, making them a central starting point for daily work. 
Benefits of Dashboards in Dynamics 365?
● Centralized Data & Single Pane of Glass: Consolidate information from across 
Dynamics 365 (sales funnels, case management, marketing) into one view, eliminating 
the need to navigate multiple screens.
● Real-Time Insights: Get live or near real-time data on KPIs, performance, and 
opportunities, allowing for immediate action.
● Enhanced Productivity: Quickly see what needs attention (e.g., open opportunities, 
overdue tasks) to prioritize work and act as a dynamic to-do list.
● Role-Based Views: Customize dashboards for specific roles (sales rep, manager, 
executive) so everyone sees the most relevant information for their job.
● Improved Decision-Making: Visual data (charts, graphs, lists) makes trends and 
patterns easier to understand, supporting more informed, strategic choices.
Conclusion
Dynamics 365 is a major business suite from Microsoft 
that is used by millions of people. It has numerous 
capabilities, including workspace and dashboards, 
which allows all people of the business to interact from 
a one location. It also aids in the speedier 
maintenance and sharing of material inside the 
company.