Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / creating a view of som...
Customer experience | Sales, Customer Insights,...
Answered

creating a view of some entities in crm dashboard

(0) ShareShare
ReportReport
Posted on by s_mysamsung 50

hi can i create several entity in crm dashboard?

  • Verified answer
    PHANI RAJA SEKHAR TUMMALAPALLI Profile Picture
    PHANI RAJA SEKHAR T... 362 on at
    RE: creating a view of some entities in crm dashboard

    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Kudos to the April Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Daivat Vartak (v-9davar) Profile Picture

Daivat Vartak (v-9d... 225 Super User 2025 Season 1

#2
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 91

#3
Vahid Ghafarpour Profile Picture

Vahid Ghafarpour 78 Super User 2025 Season 1

Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans