Creating dashboards

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Posted on by Jared F

I can't figure out how to create a dashboard. Are there some steps I can follow to try to set them up?

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bac26 2,268 on at

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Search YOUTUBE if you want to watch an example but it is listed int he MS DOCS

docs.microsoft.com/.../gain-insights-dashboards-sales-professional

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Jared F 10 on at

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I looked at this link, but it appears to give general information about dashboards, but not how to create them.

I also searched the page for more information, but nothing came up about creating dashboards.

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dian74 2,477 Most Valuable Professional on at

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Hi Jared,

(If you're logged in an app, click on the gear icon on the top right, then select advanced settings.

On the top navigation, select Settings>Customizations>Customize the System.

The default solution window will open. Scroll down until you get to dashboards.

Open solution explorer, and then select Components > Dashboards.

Select New on the mini ribbon above the list of dashboards.

Choose a layout, and then select Create.

In the Dashboard: New dialog box enter a name for the dashboard.

Select one of the component areas and then select the icon for a chart or a list.

You can have up to six components in the dashboard.

For example, to add a chart, in the Add Component dialog box, select values for Record Type, View, and Chart, and then select Add to add the chart to the dashboard.

When you are finished adding components to your dashboard, select Save and then Publish.

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Jared F 10 on at

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I was able to get through to step 2b.

When I click on Customizations, the only thing I see is Developer Resources. When I click on that, I have a number of options, but I didn't see anything related to Dashboards.

I would have provided a screenshot, but it appears I can't do that here.

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dian74 2,477 Most Valuable Professional on at

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If you don't see customize the system (screenshot below) then you might not have the security role to be able to create system dashboards. I would recommend asking someone to change your security role to System Administrator.

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Jared F 10 on at

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I was afraid this would be a Sisyphean task. I can't provide more details because this is for work, but for the time being, I'll just have to trust TPTB will make this better for end users such as myself. Thanks for the information, Dian.

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dian74 2,477 Most Valuable Professional on at

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If you have the proper security, you should be able to create a personal dashboard. Go to dashboards > Click +New on the command bar, then follow the same steps:

Choose a layout, and then select Create.

In the Dashboard: New dialog box enter a name for the dashboard.

Select one of the component areas and then select the icon for a chart or a list.

You can have up to six components in the dashboard.

For example, to add a chart, in the Add Component dialog box, select values for Record Type, View, and Chart, and then select Add to add the chart to the dashboard.

When you are finished adding components to your dashboard, select Save and then Publish. You can then share your dashboard with others. If you want to share your dashboard with all D365 users, share it to the default team.

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Jared F 10 on at

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Thanks again, Dian. I may have the ability to create dashboards. The issue I'm having now is what components to add to set them up the way I want. I can tell you in plain English what I want to do, but I can't translate that to IT-speak. Additionally, I can't work on this at home because the system is restricted to authorized equipment only, so I have to try to figure this out in between other work duties.

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dian74 2,477 Most Valuable Professional on at

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Understood. Could you mark my answer above as verified when you have a chance?

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