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Analyze data with dashboards

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The dashboard entities in Dynamics 365 for Customer Engagement enable you to present data from various charts, grids, IFRAMES, or web resources simultaneously. Dashboards allow you to compare and analyze various pieces of customer information, and give you data snapshots.

Types of dashboards

In Dynamics 365 for Customer Engagement, there are two types of dashboards: organization-owned dashboards and user-owned dashboards.

Organization-owned dashboard.

An organization-owned dashboard is represented by the SystemForm entity, and can’t be assigned or shared. These dashboards are solution-aware entities in Customer Engagement. When you perform an update operation on this entity, you must publish the changes for the updates to be available across the organization. When you publish customizations using the PublishAllXmlRequest message, the newly-created organization-owned dashboards are also published and become available across the organization. Alternatively, you can publish the changes done to a specific dashboard by using the PublishXmlRequest message, and specifying the dashboard ID as the parameter in the request message.

User-owned dashboard.

A user-owned dashboard is represented by the UserForm entity, can be assigned and shared with other users, and can be viewed by other users depending on the dashboard’s access privileges.

Note

You can’t programmatically create or manage the new interactive dashboards introduced in Dynamics 365 (online), version 8.2. For information about working with interactive dashboards using the web client, see Configure interactive experience dashboards

See also

Using FormXML for Dashboards
Actions on Dashboards
Create a Dashboard
Sample Dashboards
Dashboard Entities
Sample: Create, Retrieve, Update and Delete (CRUD) a Dashboard
Sample: Assign a User-Owned Dashboard to Another User
Visualization data description schema
Customize visualizations and dashboards