Customize interactive dashboards that are based on Unified Interface
Dashboards overview
Customer Service Hub provides a modern, intuitive, and interactive experience for managing your customer service operations. For service reps, the interactive dashboards are a one-stop workplace to see what's important and take actions.
Dashboards pull together key information, so customer service representatives can focus on what’s important to them and get things done faster. The dashboards are fully configurable, security-role based, and deliver workload information across multiple streams.
For more information about dashboards, see Use interactive dashboards to effectively manage service cases in the Customer Service Hub
Note
The interactive dashboards are solution aware and can be exported and then imported into a different environment as a solution. However, the queues that the streams and tiles are based on aren’t solution aware. Before importing the dashboard solution into the target system, the queues must be manually created in the target system in Settings > Service Management > Queues. After you create the queues, import the dashboard solution to the target system, and then edit the streams or tiles that are based on the queues to assign the newly created queues appropriately.
The illustrations in this article show multistream and single-stream dashboards with the header pane. Below the header you see visual filters and streams. In the single-stream dashboard, you also see tiles. For each dashboard type, you can choose from several different layouts that are also shown. The dashboard header contains the following controls and clickable icons, from left to right: dashboard picker, refresh, visual filter icon, global filter icon, and timeframe filter.
The interactive dashboards come in two flavors:
- Multistream dashboards
- Single-stream dashboards
Multistream dashboard standard view
In the multistream dashboard, you see a row of visual filters at the top with the data streams below them.
Multistream dashboard tile view
Multistream dashboard in tile view.
Multistream dashboard layouts
For multistream dashboards, you can choose from four different layouts.
Multistream entity-specific dashboard
The entity-specific dashboard for the Case entity is shown here.
Single-stream dashboard
The single-stream dashboard contains the data stream on the left and visual filters and tiles on the right.
Single-stream dashboard layouts
For single-stream dashboards, you can choose from four different layouts.
Configure filter fields and security roles for the interactive dashboards
When you configure interactive dashboards, your first task is to enable fields and security roles, so that interactive dashboards can be configured for them. Note, that interactive dashboards are now enabled for all entities and custom entities by default.
To know more about how to enable custom entities, see Enable custom entities in the Customer Service Hub.
Note
All customization tasks for the Customer Service Hub must be done in Microsoft Dataverse.
Configure filter fields
For a field to appear in the global filter and to be included in the data stream sort, you must set two flags:
- Appears in global filter in interactive experience
- Sortable in interactive experience dashboard
Refer the screen below to see the two flags enabled in the Case entity for the IsEscalated field:
Configure the flag "Appears in global filter in interactive experience"
Go to Settings > Customizations.
Select Customize the System.
Under Components, expand Entities, and then expand the entity you want.
In the navigation pane, select Fields and in the grid, double-click the field you want to enable.
In the General tab, select the Appears in global filter in interactive experience check box. Select Save and Close.
Select Publish All Customizations for your changes to take effect.
The fields that you configure will appear in the global filter flyout window when the global filter icon is selected from the dashboard header. In the flyout window, the service reps can select the fields on which they want to filter globally, in charts, and also in streams and tiles that are based on the filter entity.
The global filter flyout window is shown here:
Tip
When you configure a visual filter based on the fields like priority or status, a best practice is to also enable these fields (priority, status) to appear in the global filter.
Configure the flag "Sortable in interactive experience dashboard"
Go to Settings > Customizations.
Select Customize the System.
Under Components, expand Entities, and then expand the entity you want.
In the navigation pane, select Fields and in the grid, double-click the field you want to enable.
In the General tab, select the Sortable in interactive experience dashboard check box. Select Save and Close.
Select Publish All Customizations for your changes to take effect.
The fields that you configure for sorting will appear when you select the drop-down list on the stream header.
The following illustration shows the flyout dialog with the list of the available fields for sorting, in the drop-down list. The default sort is always set on the Modified On field.
Enable security roles
Select and enable security roles that will be able to view the interactive dashboards.
To enable the security roles
Go to Settings > Customizations.
Select Customize the System.
Under Components, select Dashboards.
In the grid, select the interactive dashboard you want and select Enable Security Roles on the task bar.
In the Assign Security Roles dialog, select the Display only to these selected security roles option and select the roles that you want to enable. Select OK.
Select Publish All Customizations for your changes to take effect.
Configure interactive dashboards
The following sections describe how to configure various types of interactive dashboards.
Configure a multistream interactive dashboard using the 4-column layout
Go to Settings > Customizations.
Select Customize the System.
Under Components, select Dashboards.
In the grid, select New, and select Interactive experience dashboard in the drop-down list, as shown below:
Choose the layout and select Create.
When the dashboard form opens, fill in the filtering information at the top of form, as shown here.
Filter Entity: The visual filters and global filter attributes are based on this entity.
Entity View: The visual filters are based on this view.
Filter By: The field that the time frame filter applies to.
Time Frame: The default time frame filter value for the Filter By field.
After you have specified the filtering information, start adding components for the charts and the data streams in the Visual filters section . To add a component, simply select the element in the center of the chart or stream, and when the dialog appears, select the required information from the drop-down, as shown in the following illustrations.
The following shows adding the Cases By Priority doughnut chart.
Some charts, such as bar charts or pie charts, render showing the data stored in the system. The doughnut charts and tag charts load as static images and don’t show the preview of the actual data.
Note
The charts configured for the visual filters can use the fields of the Filter entity as well as related entities. When you use charts based on related entity fields, the customer service representatives can filter charts using these related entity fields. The fields that are based on the related entity usually have the following format in the chart configuration window: “field name (entity name)”, such as the Modified By (Delegate) field. To create multientity charts, you must add fields of a related entity to any of the views, and then use these fields while creating charts.
Next, configure the Streams. Just like with adding components in the charts, select the element inside the stream panel. When the dialog appears, select View or Queue depending on what element you want the stream to use. Enter the required information, as shown in the following illustration.
Configure the stream for the Items available to work on as shown here:
Note
The Queue option is available in the dialog box only for queue-enabled entities. For entity dashboards, if the entity is not queue enabled, you won't see the Queue option in the dialog box. You can only use the View option in the stream of dashboards for entities that are not queue enabled.
The following illustration is an example of a fully configured chart panel, and stream panel:
After you have completed configuring the dashboard, save it and publish the customizations for your changes to take effect.
Edit or delete individual streams of an existing dashboard
Follow the steps given below to edit individual streams of an existing dashboard:
Go to Settings > Customizations.
Select Customize the System.
Under Components, select Dashboards.
-OR-
If you want to edit the stream of an entity dashboard, then under Components, expand Entities and select the entity you want. Select Dashboards under the entity, in the navigation pane.
In the grid, double-click the interactive dashboard that you want to edit, to open it.
Select the stream that you want to edit, and then select Edit Component.
Depending on whether you want to add a view or queue to the stream, select the view or queue details for the stream, and then select Set.
Select Save.
You can also delete an individual stream from a dashboard. To do this, select the stream, and then on the command bar, select Delete.
Configure an entity-specific dashboard
An entity-specific dashboard is a multistream dashboard. Configuring this dashboard is similar to configuring a home page multistream dashboard, but you do it in the different place in the UI and there are other minor differences.
For example, instead of selecting an entity, some fields in the entity-specific dashboard are preset to the entity for which you are creating the dashboard.
Go to Settings > Customizations.
Select Customize the System.
Under Components, expand Entities and select the entity you want. Select Dashboards under the entity, in the navigation pane.
In the grid, select New, and select Interactive experience dashboard in the drop-down list.
Choose the layout and select Create.
When the dashboard form opens, the Filter Entity is preset to the entity for which you are creating the dashboard. The Entity View drop-down list contains the available views for the entity. Select the view and fill in the rest of the required information on the page.
The rest of the setup is very similar to the home page multistream dashboard setup described in the previous section.
Configure a single-stream dashboard
Configuring a single-stream dashboard is similar to the multistream dashboard. All UI navigation steps are the same as for the multistream dashboard. You can choose a layout that includes tiles or the layout that doesn’t include tiles.
If the tiles are included, they are always displayed on the dashboard. To configure a tile, you select on the icon in the center of the tile. When the Add Tile window opens, fill in the required data. The following illustration is an example of the tile setup.
Publish the dashboard to the app
In your Dynamics 365 instance, go to Customize the System.
In Components, select Model-driven Apps.
Double-click the app that you want to edit.
In the right pane of the App Designer window, select the dashboard to add.
Save and publish.
Configure dashboard colors
For all Option Set and Two Options type fields, such as the Case Type, IsEscalated or Priority of the Case entity, you can configure a particular color that will appear in the charts and streams for specific field values. For example, high priority cases can be shown in red, medium priority cases in blue, and low priority cases in green in the interactive charts. In the streams, there will be a thin vertical line in color next to the work item description.
Note
The color coding isn’t available for the tag charts and doughnut charts. These charts appear on the dashboard in white, gray, and black shades.
Go to Settings > Customizations.
Select Customize the System.
Under Components, expand Entities, and then expand the entity you want.
In the navigation pane, select Fields. In the grid, double-click the field that you want to configure the color for.
In the General tab, in the Type sub-area, select Yes and select Edit.
When the Modify List Value dialog appears, set the new value in the Color text box. Select OK.
Select Save and Close.
Select Publish for your changes to take effect.
In the following example, we’re changing the color for the IsEscalated field. Use the Edit button to open the Modify List Value dialog box:
When the Modify List Value dialog box opens, choose the color as shown here:
Similarly, if you go to the Priority field to modify the colors of the case priority options, choose the color in the Options sub-area of the General tab, as shown below:
See also
Use interactive dashboards to effectively manage service cases in the Customer Service Hub
Create and edit dashboards
Create or edit a chart
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