From the course: Migrating from Salesforce to Dynamics 365

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Modify dashboards

Modify dashboards

From the course: Migrating from Salesforce to Dynamics 365

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Modify dashboards

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- [Instructor] Dynamics 365 comes with several system dashboards that are ready for use. In many of the course movies, you have seen a glimpse of the Sales Activity Social Dashboard, as you see it listed here. A dashboard is a view of many realtime datasets represented visually within containers. It may include lists, charts, websites, and more, even if you're working in an area of Dynamics 365 that does not have a dashboard in view. If you need to see these, you can go to the dropdown arrow just to the right of Sales from the navigational toolbar, go to the My Work area, and select Dashboards. Once the dashboards are in view, it will display the default dashboard, and that's the Sales Activity Social Dashboard, but you can select other dashboards by selecting the dropdown arrow just to the right of this. Notice there are two areas listed within this menu, System Dashboards and My Dashboards. System Dashboards are all of the dashboards that come with Dynamics 365. My Dashboards will…

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