Is it possible to add multiple dashboards in one screen ?

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Posted on by Community Member

hi,

My requirement is to add multiple dashboards in a screen. And i want that dashboard data from search of a particular account.

I would like to select an Account through a searchable field and then get an overview of this Account in the Dashboard functionality. So I can see all related leads,opportunities,work orders, contacts,and all that stuff of all modules, just in a Dashboard and for a single Account.

Thanks

Saloni

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Mayank Pujara 830 on at

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have you already checked interactive dashboards?

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/configure-interactive-experience-dashboards

I guess looking at requirement another option is to develop custom web resouce (HTML page) for this kind of requirement...

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erhan.keskin 2,253 on at

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Hi,

If the picture in my mind is the one you describe here, then it is not possible :). However, there is a way in Dynamics for that requirement. Please check interactive dashboards to see how it works for you.

Dynamics 365 for Customer Engagement Interactive Dashboards: us.hitachi-solutions.com/.../

Configure interactive experience dashboards: docs.microsoft.com/.../configure-interactive-experience-dashboards

Regards,

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Community Member on at

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I already developed a custom web resource. But i want to use Microsoft CRM charts instead of any other charts.

If it is possible, then how I can do this ?

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Community Member on at

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Is it possible to customize the dashboard header ? If it is possible then i can add my searching field to get the overview of a particular account

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erhan.keskin 2,253 on at

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What is your decision now? You go with Interactive Experience Dashboard? What header you want to change?

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Community Member on at

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Our requirement has been changed. Now, we are using simple dashboards but this time scenario is to map all blocks of dashboards to any of one block.

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