- [Narrator] Dashboards are where most Dynamics 365 users
start their day.
A dashboard usually consists of data
from different areas in the application,
giving users an overview of all items
that are relevant to them.
These items could be a list of records,
like a list of activities,
which shows the user what they need to do
but they can all contain
a more visual representation of data,
like a chart that shows all open cases.
We learned that users with the right access
are able to create their own views
in Dynamics 365 customer service.
This is also the case for charts,
which in turn they can then insert
into a personalized dashboard.
Let me show you how we can access them
in the application.
Whenever you are on a view of records,
you can see the button up top there
on the command bar that's going to allow you
to show a chart.
So I can pick a different chart if I wanted to.
Let's go case mix by type.
And again, if I pick another one,
you can see that those visualizations
are showing very nicely here.
I can also filter the data
in the view next to the chart
by just clicking into that chart.
Right now that I'm selecting
my request type of cases,
you can see that it actually automatically
filters out that information.
I could also create my own chart.
I can, as you can see, create a new chart,
but I can also start from an existing chart
and use that existing chart as a template.
So I'm going to say save as,
and now this window comes up,
which is allowing me to save a copy of this chart
with an additional, a new name.
So I'm going to say Dian's Charts.
You can put a description on there,
and then you can go ahead and save that.
If you want to make some updates to a chart,
now you can click on Edit,
and this will load this chart editor screen
that you see over here.
So you can see here that I now can pick my legend
and my horizontal, category, axis labels as well.
So I'm going to say case title, I'm going to do a count.
And instead of a case type,
I want to pick priority.
And then I can also pick a different type of chart.
So I'm going to do a column chart
and here we got the new chart
that I just created.
So from here, I'm going to save and close my chart,
and here it is.
Now let's take a look at dashboards.
I'm going to go here under the My Work section.
I'm going to click on Dashboards.
And by clicking here on my dashboard selector,
I can open any dashboard that I have access to.
So I'm going to open this Customer Service
Representative Dashboard.
And again, just like we could do with the chart earlier,
I can actually save this dashboard
and use it as a template and then modify it
and make it my own personal dashboard.
Or I can just go ahead and create a new dashboard.
Let's go ahead and do that.
I'm going to click here on Dynamics 365 dashboard
and that's now popping up my dashboard window.
So from here, you can pick any of the layouts
that you would like and you can even adjust
the layouts afterwards as well.
I'm going to keep it very simple.
I'm going to grab this two column, regular dashboard
and I'm going to click on create.
This will now open up again
my Power Apps dashboard creator window.
And now we can see those four different sections
on here that I selected.
Those are four different components
where I can put different items into my dashboard.
So if I hover my mouse over this
I can kind of see what I can do here.
I can insert a chart.
I can insert a list.
I can use something that's called the assistant.
I can use an iframe,
or I can use a web resource
for this particular component.
What I'm going to do here is I'm just going to go ahead
and add a chart.
So what you need to do first here
is select the record type or table
that you want to use this chart for.
So I'm going to say these are for cases.
Then you need to pick a view,
and this could be a view that you created yourself
or this could be a view that was created
by the system administrator.
And then I'm going to say, again, I can use
any of the system charts
or I can use my own chart.
I'm going to go ahead and add that.
And there is the first chart here in my dashboard.
I can also add lists.
So here the only thing I have to do
is again type in and search for the record type
and then that list.
If there's any components that you want to remove,
you can just click on them
and then hit the Delete button on your keyboard.
I'm going to remove this one as well.
And now what I want to do
is I want to increase the height of this chart.
So I'm going to say increase height,
increase height until it is at the right height.
Now I actually change my mind
and I want to add another list
and that's going to be a list of my activities.
So I'm going to click on Add,
and I am going to move them below my cases.
So you'll see this line turning red,
which is now putting my activities
in my new spot.
And then from here, I'm going to increase that width.
I'm going to give it a name.
I'm going to call this Dian's Dashboard.
I'm going to go ahead and save that.
And I'm going to go ahead and close that.
And here is my new dashboard.
Let's take a moment to apply
what you learn in this video
to create your own charts and dashboards.