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Dashboards

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In this module, we look at dashboards. A dashboard is used to show several areas of Dynamics 365 in a single display. This is useful to show an overview of the status of a process, amount of activity, and items that require attention. Frequently, dashboards are designed for a specific job role or department and show information that requires the user to browse through several screens to receive the detail that they must have. Users can interact with the information in the dashboard to explore and analyse the information to gain new insights and take action on records to deal with the issue.
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For example, a customer service manager might notice an unusual large volume of new cases on a chart on his or her dashboard and wanted to discover why. Drilling down into the chart shows that many of the cases are related to a new product that is recently introduced. By opening a new window that shows the value of the records for the chart, the manager can use the chart pain to philtre only those cases and then assign those cases to a single service representative to search for common issues and define the cause of the issue. There are two types of dashboards, user dashboards and system dashboards.
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Any user can create dashboards visible only to them in their work area, such as sales, service, or marketing. An administrator or customizer creates or customises system dashboards that, when published, are visible to everyone in the organisation. A user can choose to set their user dashboard as their default dashboard and override the system dashboard. Users with the appropriate security role can also share the dashboards with other users with the appropriate security role, or data contained on dashboard items as decided by the users security role access to data. So users may see someone else’s dashboard but still only see their own data on their dashboard. It’s worth noting that all dashboards are actually interactive.
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Microsoft also uses this label for dashboards that use streams.
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Interactive stream dashboards. Interactive experience dashboards can be one stop place for an app user, such as service rep, to see workload information and take action. They’re fully configurable, security role based, and deliver workload information across multiple streams of real time. Interactive dashboard users don’t need to page through the application looking for a particular record. They can act on it directly from the dashboard. The interactive experience dashboard comes in two forms, multi stream and single stream. In addition, multi stream dashboards can be your home page. Or you can use an entity specific dashboard. The multi stream dashboard display data in real time over multiple data streams. There’s no limit on how many streams you can configure on a dashboard.
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There would only be a practical limit on what a given user can consume via dashboard. The data and stream can be based only on one entity, but each stream can be based on different entities.
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Here is a multi stream dashboard in Tile View. The interactive tiles are an aggregated view of the data across views or cues. For example, you can configure a tile based on my active cases view that currently contains 17 active cases. The tile will display the number 17. A service representative can click a tile to drill down to see the actual records and navigate to the specific case. The single stream dashboard displays real time data over one stream based on an entity view or cue. The single stream dashboard a typically helpful to tier 2 service leads or managers, who monitor fewer but more complex or escalated cases.
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The entity specific dashboard are consumed in a specific part of the user interface and partially preloaded with entity specific configuration information. They include the ability to add streams as well as charts. In the entity specific dashboard, all streams are based on the same entity. The data flows from various views or cues, such as my activities my cases, or cases in the banking queue. Here’s the same dashboard in Tile View. The power platform includes several dashboards that you can customise or use as a starting point to create your own. You can change the layout to suit user requirements and add or remove components.
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The type of components that can be added include the following– charts, lists, IFRAMEs, web resources, social insights, relationship assistant, organisational insights, and Power BI tiles are available on personal dashboards. You’ll see how to configure and make these as you proceed through the course and complete the practise exercises.

Now that we know about Configure Model-driven Charts, let’s unpack Customising the User Experience and Integrating with Model-Driven Apps.

In this video, we will look at Dashboards. A dashboard is used to show several areas of Dynamics 365 in a single display. This is useful to show an overview of the status of a process, amount of activity, and items that require attention.

Interactive Streams and Tiles

Interactive experience dashboards can be a one-stop workplace for app users, such as service reps, to see workload information and take action. They’re fully configurable, security-role based and deliver workload information across multiple streams in real-time. Interactive dashboard users don’t need to page through the application looking for a particular record – they can act on it directly from the dashboard.

The interactive experience dashboards come in two forms: multi-stream and single-stream. A stream can be summarised as a real-time view of entity data. They are based on an entity’s view or queue and as such a stream can only be based on one entity. In addition, multi-stream dashboards can be home page or entity-specific dashboards. The entity-specific dashboards are configured in a different part of the user interface and partially preloaded with the entity-specific configuration information.

Multi-Stream Dashboards

Multi-stream dashboards display data in real-time over multiple streams. Each stream can be based on a different entity, making them good for high-level overviews such as the Tier 1 Dashboard in the Customer Service hub.

To configure a multi-stream dashboard, you can choose from four different layouts:

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The top tiles contain interactive charts that are referred to as Visual Filters. These charts display counts of relevant records and you can filter data contained within the dashboard by selecting different values contained within the charts.

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Multi-stream dashboards also provide a Tile view which can be activated by selecting the Switch to Tile View button. This option toggles stream data into being displayed as interactive summary tiles that display the count of records within each stream.

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Single-Stream Dashboards

Single-stream dashboards display data in real-time over a single stream. They enable a more detailed view of a given entity, and as such are good for monitoring fewer but more complex data, as represented in the Tier 2 Dashboard of the Customer Service Hub.

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For single-stream dashboards, you can choose from four different layouts:

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Interactive Tiles

Interactive tiles are useful for providing more detailed visual insights about your data. Using interactive tiles, you can:

  • Show aggregated view of data across queues/views

  • Select tile to drill to underlying records

Interactive tiles provide an aggregated view of the information in the streams, across queues or views that interest you most. They help you monitor the volume of cases and quickly drill down to a particular record. In a multi-stream dashboard, you can switch from the standard view to the tile view by selecting Switch to Tile View button given in the command bar.

The content of each tile represents the count of the number of records within that given stream. Hovering over the “View” text will show you from which view the tile’s stream is being pulled. Selecting a tile will produce a flyout of the records contained in the stream, which you are able to navigate to by selecting a given record.

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Configuring Interactive Dashboard Fields

Any entity supported in Unified Interface can be enabled for interactive experience dashboards.

A supported field can be enabled for the interactive dashboard experience on its field settings:

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Global Filter Fields can be configured by setting the “Appears in global filter in interactive experience” flag in a given field. This will cause the field to appear in the global filter flyout window:

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Sortable fields can be configured by setting the “Sortable in interactive experience dashboard” flag on a field. This will cause the field to appear in the flyout that appears when a user selects the “More” on the stream header.

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To compose a custom interactive dashboard, the following attributes must be set:

  • Filter Entity: The visual filters and global filter attributes are based on this entity.

  • Entity View: The visual filters are based on this view.

  • Filter By: The field that the time frame filter applies to.

  • Time Frame: The default time frame filter value for the Filter By field.

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Leverage the Add Component option to add interactive charts to your dashboard:

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The Add Stream option is used to add interactive streams to your dashboard:

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The interactive dashboards are solution aware and can be exported and then imported into a different environment as part of a solution. However, the queues that the streams and tiles are based on aren’t solution aware. Before importing the dashboard solution into the target system, the queues have to be manually created in the target system. If you create them in the target system with the same ID, no further editing is required. This would require the use of a data import tool that can create records with the same ID, or a developer using the platform API. If those are not available, you can create them manually in Settings > Service Management > Queues. After you create the queues and import the dashboard solution to the target system, you will need to edit the streams or tiles that are based on the queues to assign the newly created queues appropriately.

Next, we look at Signals.

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