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Customer experience | Sales, Customer Insights,...

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Customise the data stream in a dashboard

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Posted on by danielst

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Hello,

I have a question regarding customising interactive dashboards based on the unified user interface.

As shown in the screenshot below, when a data stream is displayed in a dashboard, the Cases entity displays selected information such as the name of the case.
Is it possible to customise this to show, for example, the customer or custom columns instead?

Thank you very much in advance!
Kind regards,
Daniel

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meelamri 13,218 User Group Leader on at

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Hi Daniel,

Interactive dashboard streams use a special form called "card form" to display the data. Please refer to this blog for more details about how to customize card forms:

d365goddess.com/.../

Good Luck !!

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