Check out the latest Sales Insights updates!Learn about the key capabilities and features of Dynamics 365 Sales Insights and experience some of the new features.
Download overview guide | Watch Sales Insight video
2020 release wave 1 Discover the latest updates and new features to Dynamics 365 planned through September 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 Timeline
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
I want to create a custom insight card that shows the total number of Tasks that are due on that particular day. I think I was able to create a flow that shows this value, but I am not able to have that in an insight card. Below are the steps I followed.
Summary of steps
Step 1: Schedule to execute on a daily basis
Step 2: Get all Tasks Scheduled Today
Step 3: Initialize two variables for count
Step 4: Count the number of Tasks having due date as today
Step 5: Assigning the count to variable TotalCount
Step 6: Now that I have the Total Count, I want to use this in a card, so I use create card assistant, but what should I be giving for button type and button URL? or is there any other option of populating this total in an insight card?
There are 2 options currently supported for the Button type: Open URL and Open Entity.
For your scenario, you could use Open URL as Button type, and for Button URL, you could provide the url of a custom view in Activities in CRM (you may have a view which has all the tasks that are due) or any other URL of your choice.
Hope this helps.
Business Applications communities