- Personal Dashboards are only visible to you.
- Components that you can display include:
- Charts - Display data with easy to read charts, users can interact with the chart to drill into the data.
- Lists (Views) - These will display a table of records and related records for a specific entity.
- Assistant - Your Assistant will provide insights such as follow-ups to outstanding tasks, and notifications about upcoming events.
- Timeline - This will chronologically display appointments, communications, and tasks.
- IFRAME - Display other websites, or specific IFRAME content on a dashboard.
- Web Resources – Accepts any file type, and can be used to perform advanced customizations.
Step 1 – Navigate to Dashboards and select New, then Dynamics 365 Dashboard.
Step 2 – Choose a Layout and select Create.
Step 3 – Name your Dashboard and add Components.
- Components can be added by selecting the Icons on the component itself, or by selecting the component and using the Top Navigation.
Components
Charts – Choose the Record Type (Also know as Entities), View within that Record, and the Chart within that View. Select Add once you are done.
- Once published, users can dive into specifics within charts from their dashboard.
Chart example on a published dashboard - Various charts for Active Program Applications
Lists – Select a Record Type and View, then click Add. Lists will not display data until your dashboard is published.
List Example on a published dashboard - List of applications
Assistant - Clicking on the assistant icon will automatically add that component.
- The assistant will provide Notifications such as reminders and meetings, as well as Insights such as follow-ups to outstanding tasks.
Assistant example on a published dashboard - Notifications and reminders
IFRAME – Name the IFRAME and set a URL (in this case google.ca). Add a Label and choose if you want it displayed on the component. Click Ok.
- If your IFRAME does not display properly once your dashboard has been published, you may need to adjust security settings for cross-frame scripting.
- By default google would not work without adjusting security settings so we went with Bing instead.
- You may need to adjust the Component by selecting the Dropdown and adjusting the Width or Height for proper display as outlined below.
IFRAME example on a published dashboard - Bing search engine
Web Resources – Select a Web Resource located on your server, such as an image in this case. Name the Resource and provide a Label (Select display to have the label show in component). Click OK.
- There are more advanced capabilities with Web Resources that are not covered in this beginner tutorial.
Web Resource example on a published dashboard - Frequency Foundry Personal Dashboard Demo Image