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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Customize Lead dashboard
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Customize Lead dashboard

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Posted on by HarHar 112

Hi !

Could you please advise how to create the following dashboard in Lead ? 

pastedimage1683727493113v1.png

Thanks a lot 

HarHar

  • HarHar Profile Picture
    HarHar 112 on at
    RE: Customize Lead dashboard

    Thanks very much, I will have a try.

  • HarHar Profile Picture
    HarHar 112 on at
    RE: Customize Lead dashboard

    Thanks very much, I will have a try.

  • Suggested answer
    Eiken Profile Picture
    Eiken on at
    RE: Customize Lead dashboard

    Hi,

    Open the dashboard here.

    pastedimage1684286789358v1.png

    Select the dashboard from this entity.

    pastedimage1684286813288v2.png

  • Suggested answer
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,500 Super User 2025 Season 1 on at
    RE: Customize Lead dashboard

    Hi Har Har,

    After creating your dashboard, you need to navigate to your entity from make.powerapps.com and then you can find your dashboard

    If your question is about where can you found your dashboard to visualize charts. Just navigate to your leads records then click on Open dashboards Button in the action panel.

    Hope that's helpful.

    Please mark answers as verified if that'd helpful for you.

  • HarHar Profile Picture
    HarHar 112 on at
    RE: Customize Lead dashboard

    Hi Mohamed,

    Thanks for your response.

    It seems to be not much functionality for customize , also doesn't know where can get it after customized.

    Any more information about it ?

    Appreciate your help.

    Thanks

    HarHar

  • Suggested answer
    Eiken Profile Picture
    Eiken on at
    RE: Customize Lead dashboard

    Hi,

    Did my answer help you ?

    If yes, please don't forget to click Yes under "Did this answer your question?" to close this thread.

  • Suggested answer
    Eiken Profile Picture
    Eiken on at
    RE: Customize Lead dashboard

    Hi,

    Go to Advanced Setting>Customizations>Custom the systems>Dashboards

    pastedimage1683784026751v2.png

    Then choose the layout.

    pastedimage1683784053666v3.png

  • Suggested answer
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,500 Super User 2025 Season 1 on at
    RE: Customize Lead dashboard

    Hi HarHar,

    Please follow these steps : 

    1. Navigate to make.powerapps.com then navigate to the table menu and search the lead Table as shown in the figure below 

    pastedimage1683750849251v1.png

    2. Click on Dashboards as shown in the figure below : 

    pastedimage1683750892361v2.png

    3. Click on New to create your dashboard, If you have an existing dashboard, Just click on Edit  to modify it. 

    pastedimage1683750988673v3.png

    4. Add or Edit the Charts that you want 

    pastedimage1683751031519v4.png

    Let me know if it's ok for you or you need more details. 

    Hope that's helpful for you ! 

    Please mark the answer as verified if that's helpful for you 

    Best regards,  

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