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Add element to a dashboard

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Posted on by David Tailor

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Hello,

i have a dashboard on D365 Customer Service.

how can i add this element and using which tool/app?

what is the best practice to achieve this : using canvas app? or Customer insights or Power Bi?

kindly send the steps if possible.

Regards,

David

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Hi David,

The element is pie chart?

You need create chart firstly, then you can add the chart to dashboard.

Understanding Charts in Dynamics 365 - enCloud9

Pie chart:

Dashboard:

Note: For Dashboard and Chart, they both have two types: System and Personal.

System:Create a system dashboard in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

Personal:Work with dashboards and charts in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

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David Tailor 822 on at

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Thanks Leah,

great help. one more question: is it possible to have in these chart a percentage? or even as shown above number of "Closed tickets".

Regards,

David

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Hi David,

You can refer following link, which achieve it through the Advanced Chart Editor of XrmToolBox:

Tip #1095: Add percentage labels to pie charts | Power Platform & Dynamics CRM Tip Of The Day

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David Tailor 822 on at

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thanks Leah for sharing these helpful links.

this will work on cloud version?

Regards,

David

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Hi David,

Yes, It can work on cloud version.

Can you click Yes under "Did this answer your question?" to close this thread if my answer is helpful.

Thanks in advance!:)

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David Tailor 822 on at

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Good to hear that!

one more question. where it stores the xml?

and what if Microsoft update to a new version?

i am concerned of having the system stopped with errors of incompatibility.

regards,

David

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Don't worry it.

The xml will be synchronized and updated into the CRM and no incompatibility errors have been encountered yet due to system updates.

The dynamics forum is always there to help you！:)

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David Tailor 822 on at

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Hi Leah,

thanks for your replies.

it can read from multiple source of Data external to CRM?

Regards,

David

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Hi David,

You can create or edit a virtual entity with data from an external source:

Create a virtual entity in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

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