web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Customer Service Historical Analytics Reports

(0) ShareShare
ReportReport
Posted on by

Hello

Can anyone confirm how I can change the highlighted KPIs and criteria in the Customer Service Historical Analytics

3343.pastedimage1672859560831v2.png

1526.pastedimage1672859688172v3.png

your response is most appreciated

I have the same question (0)
  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at

    Hi Brendaama,

    Currently, you can customize visual display of historical analytics reports in Customer Service.

    https://learn.microsoft.com/en-us/dynamics365/customer-service/customize-reports 

    You can edit out-of-box reports in the following ways:

    • Rearrange out-of-box report layouts and change themes.
    • Modify the visual look of the data, such as to display a metric trend over time versus a tabular view.
    • Create visuals using metrics in the data model that aren't directly exposed in the out-of-box reports.

    If you want to add your own KPIs and custom metrics to the reports, there is one preview feature: Customize data models of historical analytics reports in Customer Service.

    https://learn.microsoft.com/en-us/dynamics365/customer-service/model-customize-reports 

    The key capabilities of model customization include the ability to:

    • Edit the out-of-the-box data model and add new metrics.

    • Bring in your own custom entities from Dataverse or any other source and extend the Power BI data model.

    • Publish the customized report to a specific Power BI workspace.

    • Customize the report site map and enable users to access the reports natively from Customer Service workspace.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 51 Super User 2026 Season 1

#1
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 51 Most Valuable Professional

#3
Nagaraju_Matta Profile Picture

Nagaraju_Matta 50

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans