From the course: Microsoft Dynamics 365: Advanced Techniques

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Create a new dashboard

Create a new dashboard - Dynamics 365 Tutorial

From the course: Microsoft Dynamics 365: Advanced Techniques

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Create a new dashboard

- [Instructor] With all the power in reports, why do we need dashboards? Well dashboards allow us to show information from different entities all in the same place. For example, this Microsoft Dynamics 365 overview has information about opportunities in the sales pipeline, leads in the lead by source campaign, active cases from the service area in cases by priority, and a list of activities at the bottom shown here in a grid. We can't do this in one report, but we can do it in a dashboard. We can pull together information from various parts of the business, and show them all at one time. Or we can provide different views, different glimpses or different visualizations that allow us to look intently at one aspect of the business. When we were looking at reports we had system reports that were already built-in. There are system charts that are already built-in, and here we have the dashboards that are already built-in. These are the dashboards that are shared by people in your…

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