Personalized Community is here!
Quickly customize your community to find the content you seek.
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2022 Release Wave 1 PlanDynamics 365 release plan for the 2022 release wave 1 describes all new features releasing from April 2022 through September 2022.
2022 release wave 1 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
The time interval on an interactive dashboard in Dynamics 365 CE is not always helpfull. Specially for customer service, on a het interval, the dashboard is empty and cases are not visible on the dashboard. For example when the interval is set to current year and it is January first, the dashboard is empty and not all cases are resolved.
Is it possible to set the interval to the last x months, or current and last quarter?
Yes. you can add filter into view that you are using into interactive dashboard. For example, if you want to see active cases created in last three months. Then follow below steps.
Advanced Settings > Customizations > Customize the system
Then under entities, expand Case entity. and click on view. Then double click on your view for example in my case, I want to add filter on Active Cases.
Click on Edit filter criteria.
Then apply below filter.
Click ok then save and close the view window and publish the entity. Then go back to your dashboard and refresh to make sure your filter is applied.
Thank you for yoer answer, but is it also possible to delete the date filtering on the dashboard?
For example, I would like to see all open incidents. This dashboartd will be empty at the start of a new quarter. This way older incidents will be forgotten to solve.
Is that possible?
Actually, one chart can be attached to one view only. So you cannot add/remove the filter on the go.
As a work around, what you can do is create another view and its corresponding chart. And show the same onto dashboard.
Business Applications communities