Dashboard views in Dynamics 365 for phones and tablets
Applies to Dynamics 365 (online), version 8.x
Work with records on the dashboard
Where The workspace, your personalized action hub in Dynamics 365 for phones and tablets shows you common tasks and daily priorities, dashboards give you an overview of important information. Click the home icon any time to get your dashboards. Here are some of the ways you can work with them.
|To do this:||Do this:|
|View all the records for a record type on the dashboard in Dynamics 365 for tablets (for example, Leads).||Tap the header of the list. This opens your records in a grid view on your tablet.|
|Open the form for a record on the dashboard.||Tap the record.|
|Create a new record from the dashboard.||Tap the + on the right side of the header of the type of record you want to create (for example, My Activities).|
Change views for a list on the dashboard
In Dynamics 365 for tablets, press and hold the name of the list and tap Select View on the command bar.
In Dynamics 365 for phones, tap … and tap Select View on the command bar.