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Implementing Microsoft Dynamics 365 Customer Engagement

You're reading from   Implementing Microsoft Dynamics 365 Customer Engagement Configure, customize, and extend Dynamics 365 CE in order to create effective CRM solutions

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Product type Paperback
Published in Mar 2020
Publisher Packt
ISBN-13 9781838556877
Length 426 pages
Edition 1st Edition
Concepts
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Author (1):
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Mahender Pal Mahender Pal
Author Profile Icon Mahender Pal
Mahender Pal
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Table of Contents (14) Chapters Close

Preface 1. Introduction to Dynamics 365 CE FREE CHAPTER 2. Implementation Methodology 3. Requirement Gathering and Analysis 4. Preparing Functional and Technical Design Documents 5. Configuring Your Dynamics 365 CE Organization 6. Customizing Dynamics 365 CE 7. Extending Dynamics 365 CE 8. Integrating Dynamics 365 CE with Other Applications 9. Business Intelligence and Reporting 10. Testing and User Training Planning 11. Migration and Upgrade 12. Deployment and Go-Live Support 13. Other Books You May Enjoy

Customizing dashboards and charts

Dynamics 365 CE provides us with an out-of-the-box business intelligence feature that includes Dynamics 365 CE reports, Power BI reports, Dashboards, and Charts. All of these options can be used by the customer based on their requirements. We can use Dynamics 365 CE's inbuilt editor to customize most of the components. For example, we can use the report wizard to write reports; we can design dashboards and charts using inbuilt editors. In this section, we are going to discuss dashboards and charts, so let's proceed.

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...

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