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Customer experience | Sales, Customer Insights,...
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creating a view of some entities in crm dashboard

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hi can i create several entity in crm dashboard?

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    PHANI RAJA SEKHAR TUMMALAPALLI Profile Picture
    362 on at

    Yes, you can create a dashboard with several views from different entities. Here are the steps to create a Dashboard

    1. Open solution explorer, and then select Components > Dashboards.

    2. Select New, choose a layout, and then select Create.

    3. In the Dashboard: New dialog box enter a name for the dashboard.

    4. Select one of the component areas and then select the icon for a chart or a list.

      You can have up to six components in the dashboard.

    5. For example, to add a chart, in the Add Component dialog box, select values for Record Type, View, and Chart, and then select Add to add the chart to the dashboard.

    6. When you are finished adding components to your dashboard, select Save and then Publish.

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