Implementing Microsoft Dynamics 365 Customer Engagement

Dashboards

In Dashboards, we can use multiple controls to represent a 360-degree view of customer data such as views, web resources, charts, and iframes. There are many out-of-the-box dashboards available for every app of Dynamics 365 CE by default. For example, if you navigate to the Sales app, you can see that Microsoft has provided many dashboards for this, and we can simply use them without any changes. If required, we can enable Security on the dashboard; therefore, we can configure the dashboard for particular users. For example, we can configure the dashboard for Salesperson, meaning that if a user has a salesperson role, they will be able to access the dashboard. We do have the option available to set up a default dashboard to access ...