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

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Unanswered

assign cases from the PBI dashboard

(4) ShareShare
ReportReport
Posted on by 22
 
I have a dashboard where I have a table with the list of unassigned cases. I need to be able to select from that dashboard that is in Power BI and be able to select the agents to which I want to assign each case. The idea is to be able to assign to different agents from a pop-up window but the cases that I have selected at that moment in the PBI dashboard
 
This dashboard is made in Power BI due to management issues and custom relationships that do not allow dashboards created from dynamics.
thank you so much
 
 
 
 
I have the same question (0)

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

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

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 60 Super User 2025 Season 2

#2
Siv Sagar Profile Picture

Siv Sagar 52 Super User 2025 Season 2

#3
Daniyal Khaleel Profile Picture

Daniyal Khaleel 36 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans