From the course: Learning Microsoft Dynamics for Customer Service
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Interactive dashboards - Dynamics Tutorial
From the course: Learning Microsoft Dynamics for Customer Service
Interactive dashboards
- [Instructor] Interactive dashboards are a bit different from regular dashboards because they're not just used to view and analyze data in Dynamics 365. As the name already suggests, customer service rep can do more than just view data in these dashboards. They can also perform actions on the records without having to leave the dashboard. Unfortunately, users cannot create personal interactive dashboards. These need to be created and configured by a system administrator. Components of an interactive dashboard can also be slightly different from a regular dashboard. Let's discuss some of those components. Streams are narrow lists of records. Each record is visualized as a card giving the customer service rep just enough information to understand what the record entails. When interactive charts are added to dashboard. This allows customer service reps not just to visualize the data but they can also be used as…
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