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Customer experience | Sales, Customer Insights,...

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Dashboards - # of activities associated with new customer

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Posted on by Community member

Hello!

I am looking for a way to build a dashboard to help make sure we're satisfying our goals for '24 - we need to have four qualified activities(phone calls, emails, appointment etc.) associated with new YTD new business opportunities. Is there a way to create a dashboard/view to see how many associated activities have been created/attached to a given account? In this case a new customer in the calendar year.

Any help is appreciated.

Thanks,

NS

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Leah Ju Microsoft Employee on at

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Hi Partner,

You can enable 'Editable Grid' control when you add the account view to this dashboard.

And select 'Activities' in Sub-grid properties.

More information:

https://d365goddess.com/nested-grids-in-dynamics-365/

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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