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

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Activity Dashboards
Customer experience | Sales, Customer Insights,...
Suggested Answer

Activity Dashboards

(0) ShareShare
ReportReport
Posted on by Lead Entity Fields ... 50

In Activity Dashboard i need to show related data like number of leads , number of opportunities and number of quotes and number of Phone calls etc

I have the same question (0)
  • Suggested answer
    LuHao Profile Picture
    LuHao 40,892 on at

    Hi partner,

    We can see the number of records in each view from the views in the dashboard, which can be taken as the number of entity records.

    pastedimage1606897289998v1.png

    So we can add related views to the dashboard.

    To edit the system view, we need go to Advanced Settings > Customizations > Customize the System,  select Dashboard and edit the Activity Dashboard.

    pastedimage1606897462725v2.png

    pastedimage1606897519042v3.png

    Click LIST and then select entity and view.

    pastedimage1606897701647v4.png

    pastedimage1606897763668v5.png

    Save and publish.

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…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 170 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 61

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 52 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans