Use the personal dashboard

You can use the Dynamics 365 app for Teams for your own use. If you want to work with other team members, consider the team app.

  1. From the Teams app > More added apps > Dynamics 365 app.

    Open the Dynamics 365 for Customer Engagement app

  2. Select the My Dashboard tab.

Open the Dynamics 365 for Customer Engagement app Dashboard

teams-mydashboard.png

My Dashboard tab

Select the My Dashboard tab to view your Dynamics 365 for Customer Engagement apps dashboard in Microsoft Teams. The dashboard displayed is based on who is signed in and their user role.

Dynamics 365 for Customer Engagement apps dashboard

Settings tab

If you have more than one environment or Unified Interface app, you can use the Settings tab to select a different environment or app to appear as a dashboard.

Dashboard settings

Note

  • Only Dynamics 365 for Customer Engagement version 9.x or later environmentss appear in the list. Also, only active environments (those that are not disabled or provisioning) are displayed.
  • Only Unified Interface apps are listed.
  • Only app modules licensed for the selected environment are listed.

See also

Set up the personal dashboard