Dynamics 365 has multiple standard dashboards created by the system and you can also create your own custom user dashboard(s). The purpose of Dashboard is to provide users with quick, at-a-glance view of existing data in Dynamics. Follow the steps below to create a custom dashboard.
Go to Dynamics: ahima.crm.dynamics.com and log in to Dynamics using your AHIMA credentials. Select one of the apps accordingly (e.g. AHIMA-Sales, AHIMA-AMS, AHIMA_Foundation).
1. Click Dashboards from the left hand-navigation panel, then select the +New >> Dynamics 365 Dashboard at the top center of the screen.
2. Choose the layout for your custom user dashboard and click create.
3. Once you click Create, a new window for Power Apps will open. First, enter a name for your custom user dashboard.
4. Click in one of the options within the sections to start adding/choosing components you would like to have displayed (e.g., list of line items, line or bar graph). Edit the record type base and view option.
5. (Optional) Customize list or chart properties (e.g. see all views or one specific view).
If you have a list of line items or a bar graph, set the properties by double clicking on the section or by selecting the Edit Component in the Menu
6. Once you have your sections defined and formatted, review the output by clicking Save and then Close.
7. On the main Dashboard page, click on the Dashboard drop-down to select the dashboard you created located under the "My Dashboard" (if not automatically updated).
This will bring up the custom dashboard, and you can verify the data back to what is contained in Dynamics.
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? Tip: Want to view the full list of associated records within a dashboard component? Click on the three dots (ellipsis) in a specific dashboard component and select See All Records. This will show all associated records that make-up the bar graph. |
8. (Optional) Once the data is accurate, you can make the custom dashboard your default by clicking on Set as Default.
9. (Optional) Edit your custom Dashboard at any time by clicking on Edit from the top center of the Dashboard page.
Share your custom dashboard with your team.
1. Select Share Dashboard from the top center of the Dashboard page.
2. Then click Add User/Team from the common tasks.
3. Choose to look for Team or User.
4. Choose to look in specific view -
For Users, recommended: select User Lookup View and type the persons name in the search box then press enter.
For Team, recommended: select Teams Lookup View (currently, there are only 4 values)
5. If you are sharing with Users, enter the user's name in the search box then press enter.
6. Select the users record by checking the box, then click Select. You can add or remove as many users as needed. Once you are done adding users, click Add.
7. Assign each user specific permissions to the dashboard you have created, then click Share.
All users you have shared the dashboard with should now have access.
Tips + Tricks
View *All* Records by clicking on the paper icon of any dashboard component graph.
Expand Chart by clicking on the pop-out button.
Drill down on data by expanding chart, then double-clicking on any user's bar progress to filter data and select the chart type output.
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