2025-07-17

How to Create Custom Dashboards in Dynamics 365

How to Create Custom Dashboards in Dynamics 365

Table of Content

You're already one step closer to getting powerful visual insights and making your team more productive in Dynamics 365 if you want to make custom dashboards. Whether you work in sales, marketing, customer service, or banking, Dynamics 365 screens give you a clear, visual way to keep track of performance, keep an eye on key performance indicators (KPIs), and make choices based on data. In Dynamics 365, this article shows you how to make and change dashboards, such as personal and dynamic dashboards and custom tools.

What Are Dashboards in Dynamics 365?

Dynamics 365 dashboards are configurable views that present data from various records such as leads, opportunities, cases, or accounts. They can include components like:

  • Charts
  • Lists (Views)
  • Web resources
  • IFrames
  • Power BI visualizations

There are two main types:

  • System Dashboards: Shared and accessible by multiple users.
  • Personal Dashboards: User-specific and customizable.

Why Create Custom Dashboards in Dynamics 365

Creating custom dashboards allows you to:

  • Focus on specific KPIs relevant to your role.
  • Provide real-time insights for quick decision-making.
  • Streamline navigation with frequently-used views and charts.
  • Customize views based on departments (e.g., Sales vs. Customer Support).

How to Create a Custom Dashboard in Dynamics 365

Step 1: Navigate to Dashboards

  • Go to Advanced Settings > Customization > Customize the System
  • Under the entity, select Dashboards
  • Choose New Dashboard

Step 2: Choose a Layout

Dynamics 365 provides several default layout templates:
  • 2-column layout
  • 3-column layout
  • 4-column layout
  • Mixed layout (charts and lists)

Select one that suits the data you need to display.

Step 3: Add Components to Your Dashboard

You can add:
  • Charts: Visual representations of data (e.g., bar, pie, funnel).
  • Views: Lists of records filtered by your criteria.
  • Web Resources: HTML, JavaScript, or image files.
  • IFrames: Embed other websites or tools.

Click on a section, then choose “Insert Component” and configure its settings.

Step 4: Configure and Save

  • Name your dashboard (e.g., “Sales Pipeline Overview” or “Customer Support Metrics”)
  • Set the default filters or views
  • Click Save and Close
  • Publish the customization if it's a system dashboard

Creating a Personalized Dashboard

If you're wondering how to create a personalized dashboard, follow these steps:

  • From the main navigation bar, go to Dashboards
  • Click New > Personal Dashboard
  • Customize using views, charts, or Power BI
  • Save your dashboard, only you will see it unless shared

This is perfect for tailoring insights to your personal workflow.

Creating an Interactive Dashboard in Dynamics 365

Interactive dashboards provide real-time filtering and drill-downs. To create one:

  • Navigate to Settings > Customization
  • Choose the Interactive Dashboard layout (multi-stream or single-stream)
  • Configure streams (queues or views) and tiles (charts, KPIs)
  • Add filters and actions to let users drill into data directly from the dashboard

These are ideal for customer service or case management scenarios.

Adding Custom Controls to Dashboards

You can add custom controls in Dynamics 365 to enhance dashboards with:

  • Toggle switches
  • Star ratings
  • Editable grids
  • Calendar views

To add a custom control:

  • Go to the dashboard component’s field properties
  • Click on Controls tab
  • Add a control and define when it should appear (Web, Phone, Tablet)
  • Save and publish

Custom controls create a more dynamic and responsive UI for end-users.

Best Practices for Effective Dashboard Design

  • Keep it clean: Avoid clutter by showing only the most important metrics.
  • Use visuals wisely: Charts are easier to read than raw data.
  • Make it actionable: Let users drill down or click through from the dashboard.
  • Test responsiveness: Check how it looks on different devices.

Conclusion

One of the most effective ways to make sure your CRM functions properly for your business is using custom Dynamics 365 screens. The dashboards may help you make choices depending on the data you have, whether or not it's a summary for the whole system or a particular area. By incorporating stylistic decisions, components, conversations, as well as unique controls, you may create a user experience that is both simple to use and has a huge impact.

Frequently Asked Questions

1. How to create a custom dashboard in Dynamics 365?

Click on Advanced Settings > Customise the System > Dashboards. Then, click on New Dashboard, pick a layout, add components, save, and publish.

2. How to create a personalized dashboard?

You can go to the Personal Dashboard option right from the main menu. Add views and charts that are important to you.

3. How to create an interactive dashboard in Dynamics 365?

How to create an interactive dashboard in Dynamics 365? In the customisation options, choose the Interactive Dashboard layout. Add streams, tiles, filters, and the ability to dig down.

4. How to create a custom control in Dynamics 365?

Go to the Controls tab in the dashboard component settings, add a control like a calendar or toggle, configure visibility by device, and then save and publish.
Shaikh zubaer Aasim

Shaikh Zubaer Aasim

With over two decades of driving marketing transformation across the GCC, Aasim brings a rare blend of brand leadership, digital innovation, and business foresight. He has demonstrated a unique ability to align with evolving customer and market demands whilst predicting and leading best practice in digital and customer experiences. His journey spans across building multi-million-dirham portfolios, launching modern marketing campaigns, building AI enablled Tech platforms and leading award-winning teams across both client and agency environments. His appointment to the MMA Board of Director reinforces a larger belief: Modern marketing demands more than strategy it demands ideas that are unafraid to build what’s next.

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