Can kind of personalized dashboard be created

(0) Share

Report

Posted on by Bohdan_Y

Hello dear collegues,

Is there any way to create kind of personalized view or dashboard to see activities which were create

before and after proposal (date is in the record field) on specific opportunity which can be selected.

Thanks,

Bohdan

I have the same question (0)

All responses (4)

Answers (2)

Sort by

Verified answer

Community Member on at

Like (1)

Report
Copy link

Link copied!

Hi Bohdan,

What you need is show personalized view or dashboard of activities based on opportunity, right?

You can go Settings > Customization > Customize the system > Entities > Activity > Views to create a new view.

Add columns of activity entity you need firstly, and ‘Regarding’ field is must.

Then select ‘Regarding(opportunity)’ in record type, add fields of opportunity entity you need.

click ‘Edit Filter Criteria’ button to set filter to make the view just show activities that regarding type is opportunity.

save and publish all customization, go to the view and select you just crested, the view will show records that regarding type is opportunity.

if you want to show records based on one specify opportunity, you can expand 'topic(Regarding)' column and click filter by to insert opportunity name you need.

and you can add the view you created to the dashboard, but if you want to filter column in dashboard, you need enable editable control.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

Was this reply helpful? Yes No
Verified answer

Wahaj Rashid 11,323 on at

Like (1)

Report
Copy link

Link copied!
Hi,

Thank you for your query.

You cannot compare two date fields in the View Criteria (or Advanced Find).

To elaborate, Activity.CreatedOn<Opportunity.ProposalDate kind of expressions are not supported within CRM views.

You have following options to achieve this:

If you are using On Premise, create a SSRS report and do this comparison in SQL Query.

For online, either use Power BI or other BI tools. You may export your data to a datawarehouse for such analysis.

Another simple approach is to export data to Excel (Activities along with Opportunities) and make a Pivot. You can use Dynamic Worksheets to have the latest data always.

Let me know if you need further clarification.

Best,

Wahaj

Was this reply helpful? Yes No
Bohdan_Y 80 on at

Like (0)

Report
Copy link

Link copied!

Thank you, it looks pretty close to the solution I was looking for but Wahaj is right and I can`t compare two dates.

Best regards,

Bohdan

Was this reply helpful? Yes No
Wahaj Rashid 11,323 on at

Like (0)

Report
Copy link

Link copied!

Hi Bohdan,

To make it easier for other readers, can you please mark the suitable answer as verified:

Best,

Wahaj

Was this reply helpful? Yes No