You can customize the dashboards displayed in the system. To begin, enter the dashboards section in the sidebar, click ‘New,’ and select ‘Dynamics 365 Dashboards.’
Choose a layout to create a dashboard by clicking on it and then pressing the ‘Create’ button.
Name the dashboard, and then select what you want to see in each section. You can insert a chart, a list, a timeline, an iframe, or a Power BI Title. To choose it, click on its icon.
Choose the component that you want to add to the dashboard. For example, in a Chart, you must include the Record Type, View, and Chart.
Then click on the ‘Add’ button to save it and continue with the next element.
Repeat it until the section is completed. Then press ‘Save’ to finish.
You will find it by going to ‘Dashboards’ and selecting it from the dropdown menu.
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