Dynamics 365 dashboard for tracking open leads

(0) Share

Report

Posted on by Fahizzle

Hello,

I wanted to know if there was a way to track open leads on a specific product line and put it into a dashboard. In addition, we use Click Dimensions for marketing and want to know how to extract information from it to put it on the dashboard as well.

Thanks!

I have the same question (0)

All responses (1)

Answers (0)

Suggested answer

Sayen Zhang on at

Like (0)

Report

RE: Dynamics 365 dashboard for tracking open leads

Hi Fahizzle,

Here are the steps to create a view to track open leads on a specific product line and put it into dashboard:

1. Go to Power Apps Home page: https://make.preview.powerapps.com/

2. Select environment and then click Tables on the left pane.

3. Select Lead.

4. Create a “Many-to-one” relationship with table that include specific product line.

5. Create a view in Lead table.

6. Add columns in the view, choose columns in table that include specific product line in Related tab.

7. Save and publish the view.

8. Edit the app in classic model.

9. Select dashboards that show in the app.

10. Double click chat pane and then choose the entity and view that we want to track.

One more thing is we can try to explore Click Dimensions data with Power BI, after that we can embed the report to dashboard to extract information. Please refer to this link: How to embed a Power BI report in the Dynamics 365 CRM? - CRM Crate

If you have any questions, you can also reply to let us know. Thank you!

Best Regards,

Sayen Zhang

Was this reply helpful? Yes No