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Dynamics 365 Community / Forums / Customer Service forum / How can i change what ...
Customer Service forum

How can i change what information is displayed in the interactive dashboard list?

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Posted on by Deb3107 2

Hi,

I want to change what information is displayed in the interactive Tier 1 dashboard.

Instead of what looks like:

Priority, Owner, Case name, Status and then the option to show more which then expands to chow the customer and Date created

I want to only show:

Customer, Owner and Date created

I can't find anywhere to do this?

I need help ....

Debra

I thought it might by the Case Card but I'm not sure and anyway that is managed so I can't change it.

Categories:
Unified Service Desk
  • Verified answer
    LeoAlt Profile Picture
    LeoAlt 16,341 Moderator on at

    Hi partner,

    If you mean you want to change the filter fields of the view, you could refer to this article.

    community200.png

    community200.png

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/configure-interactive-experience-dashboards

    If my understanding is not correct, please kindly share more information or screenshots so that we can help you better.

    Hope it helps.

    Best Regards,

    Leo

  • Deb3107 Profile Picture
    Deb3107 2 on at

    Hi,

    thanks I had seen this.

    I think I must have been having a panic moment yesterday. All i needed to do was change the Case card. Yesterday it looked like I couldn't change anything on it but sometimes it does this.

    I've gone into the card this morning and managed to move things around a bit so it all looks good now.

    Thanks for spending the time to reply though.

    Debra

  • LeoAlt Profile Picture
    LeoAlt 16,341 Moderator on at

    Hi partner,

    I'm glad to hear that you have found the way to resolve the problem.

    Sometimes the browser may be slow to update our lasted changes and we could clear the cookies or cache and try again.

    Best Regards,

    Leo

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