Create Dashboard in Dynamics 365

1. From the Sales, Service, or Marketing area, select Dashboards.

2. Select New, and then select Dynamics 365 Dashboard.

3. Select the layout that you want, such as the 3-Column Regular Dashboard, and then select Create.

   

4. To add a chart, select the tile where you want the chart and then on the toolbar select Chart.

5. Select a chart from the list, such as New Accounts By Month, and then select Add. To create your own chart, see Create or edit a chart.

   

6. Repeat the steps to add additional charts on to your dashboard. You can also add the following components on a dashboard tile.

   • List. Display a view on a tile of the dashboard.
   • Web resource. Web resources are virtual files stored in the system. Each web resource has a unique name that can be used in a URL to retrieve the file. More information: Create or edit web resources to extend an app
   • Iframe. Used to display the contents from another website. More information: Use IFRAME and web resource controls on a form

7. Enter a name for your dashboard, select Save, and then select Close.

   Your dashboard is displayed in the Dashboards area where you can share or assign it to another user or team. You can also set it as your default dashboard.