Customize visualizations and dashboards

Applies to Dynamics 365 for Customer Engagement apps version 9.x

Data visualization and analytics in Dynamics 365 (online) Customer Engagement enable you to graphically view and analyze the data for your business, and help you to derive quick insights to make important business decisions. You can configure dashboards in such a way that enables you to view data from multiple areas of Dynamics 365 such as sales, marketing, and service. You can even adjust the data displayed in visualizations and dashboards per your business requirements by applying filters.

The following elements constitute the visualization and analytics abilities in Dynamics 365:

  • Visualization. Visualizations enable you to present your data in the form of charts. Charts enable you to view the aggregate or non-aggregate summary of grid data in Dynamics 365. The charts are integrated with the grid, and display data in context with the grids. The charts update automatically to reflect the filtering done on the data in the grids. Similarly, when you perform a drill-down operation on the chart, the data in the corresponding grid updates accordingly. You can also use a web resource instead of charts in visualization.

  • Dashboard. Dashboards act as a business intelligence tool in Dynamics 365 by providing a snapshot of your data in various forms. You can use a dashboard to simultaneously present data from up to six charts, grids, IFrames, or web resources.

In This Section

View Data with Visualizations (Charts)

Analyze Data with Dashboards

Visualization Data Description Schema

Extend the metadata model

Customize entity forms

Customize Entity Views in Dynamics 365 Customer Engagement

Customize global option sets

Change application navigation using the SiteMap

Customize commands and the ribbon

Service calendar appearance configuration

Publish customizations

When to edit the customizations file

Customize Entity Views in Dynamics 365 Customer Engagement

Change Application Navigation using the SiteMap

Extend Microsoft Dynamics 365

Web Resources for Microsoft Dynamics 365