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How Do I Create a Dashboard in Dynamics 365 (and Other FAQs)?

Posted by IES on May 25, 2021 9:00:00 AM

CREATE-A-DASHBOARD-IN-DYNAMICS-365Dynamics 365 dashboards give users control over viewing key metrics that clue you into the performance of workers and various business initiatives. This guide takes you through creating a Dynamics 365 dashboard and addressing other questions and concerns that often crop up throughout the process.

How to Create a Dashboard in Dynamics 365

The first thing you see when you log into any Dynamics 365 solution is a dashboard. Let’s learn how to set up customized dashboards that let you view the information essential to your job role.

Previewing Layouts

You should see several different options for dashboard layouts tailored to your organizational role. You can look through various dashboard types by clicking the down arrow by the name of your current dashboard, then selecting the name of the one you wish to preview. 

Setting Your Default Layout

System administrators typically set up default dashboards that every Dynamics 365 user sees when they first log in. You can override the system defaults by selecting a dashboard from the dropdown, then clicking Set as Default located at the top of your screen.

Viewing and Changing Chart Data

You can see the list of records used to compile the chart data presentation by clicking the Drill-in button. If you wish to change the chart on your screen, click on the segment of the chart you want view in a different way. Change the calculations for that field by using the dropdown and selecting a new option.

Creating a Personal Dashboard (From Sales, Marketing, or Service)

  1. Select the Dashboards option, click New, then choose Dynamics 365 Dashboard. Select a layout option, then click Create.
  2. Pick the tile where you wish to insert a chart, then use the toolbar to select the Chart option. You can also create a new chart to use in your new dashboard.
  3. Repeat the above step until you have the desired number of charts embedded in your new dashboard. If needed, add other components like lists, web resources, and Iframes to hold contents from an outside website.
  4. Type in a name for your new dashboard, then click Save.

Once you’re done, you should see the dashboard available alongside the other templates in the Dashboard area. It’s now available for reuse to others using the Dynamics 365 instance.

How to Enable a Disabled User in Dynamics 365

If you disable a user, then need to restore their access, you’ll need to go through the Microsoft 365 admin center. That’s where you control the user accounts for anyone requiring access to apps in Dynamics 365, including the Sales, Customer Service, and Marketing platforms.

You can only enable and disable user accounts in environments connected to a Dataverse database.

  1. Once you log in to the Microsoft 365 Admin center, click on Users to display related subgroups.
  2. Select Active Users to view all enabled and disabled users within your CRM.
  3. Find the name of the disabled user to whom you wish to restore access, then click on their name.
  4. Select Edit, then select the box that corresponds to the license you wish to assign to the user.
  5. Click Save to restore the rights of the user.

How to Void a Check in Dynamics 365

Once a payment posts, the only way to cancel a check is through the bank ledger entries in Dynamics 365 Business Central.

  • Select the search icon, type in Bank Accounts, then click on the link.
  • Choose the bank account tied to the check you wish to void. Click Edit, then choose Check Ledger Entries.
  • Once you’re on the Check Ledger Entries Page, select Void Check, click the Void Check Only check box, then choose OK to complete the action.

How to Enable Bing Maps in Dynamics 365

You can display Bing maps on various Dynamics 365 forms. Make sure to enable the system setting for Show Bing Maps. Once that’s done, set the following properties to configure the appearance of your Bing map. 

  • Label — Enter the text you wish to display on your Bing Map.
  • Display label on the form — Indicates whether you should display the form label.
  • Select an address to use with the Bing Maps control — Indicates the address to use to populate data into the Bing map.
  • Visible by default — Indicates whether the Bing Map should display based on established business rules.
  • Select the number of columns the control occupies — Indicates how many columns the Bing Map should occupy.
  • Select the number of rows the control occupies — Indicates how many rows the Bing Map should occupy.
  • Automatically expand to use available space — Indicates whether the Bing Map should expand to fit all available space.

Build Gorgeous and Informative Dynamics 365 Dashboards

Let Internet eBusiness Solutions help you create dashboards that provide you with all the information you need in one space. We can also help you configure other elements of Dynamics 365 to make your experience more seamless. Get started by setting up a consultation with one of our agents today.

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Topics: Dynamics 365