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Customer experience | Sales, Customer Insights,...
Answered

Customise the data stream in a dashboard

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Posted on by 80

Hello,

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

pastedimage1630998271281v1.png

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

I have the same question (0)
  • Verified answer
    meelamri Profile Picture
    13,218 User Group Leader on at

    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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