- [Instructor] Interactive dashboards are a bit different
from regular dashboards
because they're not just used to view
and analyze data in Dynamics 365.
As the name already suggests,
customer service rep can do more than just view data
in these dashboards.
They can also perform actions on the records
without having to leave the dashboard.
Unfortunately,
users cannot create personal interactive dashboards.
These need to be created and configured
by a system administrator.
Components of an interactive dashboard
can also be slightly different from a regular dashboard.
Let's discuss some of those components.
Streams are narrow lists of records.
Each record is visualized
as a card giving the customer service rep
just enough information to understand
what the record entails.
When interactive charts are added to dashboard.
This allows customer service reps not just
to visualize the data
but they can also be used as filters.
If needed, the charts can be hidden
from the dashboard by the customer service rep at any time.
Tiles show an aggregated view of the underlying data.
Customer service reps can switch back and forth
between tiles and views if configured that way.
Customer service teams can utilize the filtering abilities
directly from the interactive dashboards.
There is a global filter and a time filter.
This will help them get to the data they need quicker.
We can access interactive dashboards
by clicking on dashboards below the My Work section.
There are four different interactive dashboards
that come with the application.
We have the knowledge manager, my knowledge dashboard,
and the tier one and the tier two dashboards.
You can recognize interactive dashboards
by the different icons next to their names.
This dashboard has four different streams:
active cases, my resolved cases,
my draft emails, and my activities.
If I want to perform an action of any
of the records in this stream,
I can click on the ellipse on the record
which will show me a list of available actions.
I can also perform actions on multiple records at once
when clicking this icon.
This will allows me to select the records
that I want to perform the action on.
When again, I click on the ellipse,
this is going to show me all of the available actions.
At any point in time, I can show the visual filter.
These are charts that allow customer service rep
to filter the data in the streams
just by drilling into a chart.
For example, if I click into the case by origin chart,
for example if I want to only see data related
to cases that have an origin of email,
I can just click on that part of the chart.
You'll notice that the data
in the streams now only shows data related to cases
that have an origin of email.
In order to remove the filters,
I can click clear all
or I can click this X button from here.
Besides the charts,
I also have the option to use the global filter.
This allows me to filter the underlying data based
on any of the fields available here.
If there is a need to change the timeframe underlying data,
we can do this by using the date filter.
We have the ability to select any of the options here
or we can select a custom timeframe.
I also have the ability
to switch my streams to a tile view.
The tile view shows me a record count
of the underlying data.
I can switch back to the stream view anytime
by clicking the button on the command bar.
Interactive dashboards are different
from regular dashboards.
They can be used by customer service rep
to manage their workload and perform actions.