Dynamics Community Forum Thread Details

Assistance Needed with Building a Team-Specific Dashboard in Dynamics 365

Dear Microsoft Support Team,

I hope this email finds you well. I am reaching out to seek guidance and assistance in creating a dashboard in Dynamics 365 tailored specifically to monitor the performance and achievements of a particular team comprising five workers.

I kindly request your expert advice on the following:

Building the Dashboard: I would greatly appreciate step-by-step instructions on how to create a dashboard in Dynamics 365 that focuses solely on the performance of the aforementioned team of five workers. I aim to incorporate relevant metrics, charts, and key performance indicators (KPIs) to effectively track their progress.
Locating the Components: As I proceed with building the dashboard, I am eager to know where I can find the necessary components, such as fields or entities, to gather and integrate data related to these specific team members. Please provide information on where these components can be located within the Dynamics 365 environment.
Filtering and Data Source: Additionally, I am keen to learn how I can set up filters to ensure that the dashboard displays data solely for the selected team members. Is there a way to filter the data based on specific attributes or criteria associated with these workers?

I am genuinely grateful for any documentation, resources, or support you can offer to assist me in building this team-specific dashboard. Your prompt response would be highly valued.

Thank you for your attention to this matter. I look forward to hearing from you soon.

Best regards,

[Mohamad]

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