Dynamics 365 includes interactive dashboards that are ready to go with no extra setup needed. These dashboards give you instant access to important data and let you drill down into records with just one click.

What do entity dashboards look like?

Using Cases as an example, the default dashboard displays lots of information

Numbers of cases by priority
Numbers of cases by type
Numbers of cases by product
A list of active cases
Numbers of outstanding and schedules tasks

This example would make a great task management tool for a support desk user. No need to switch between views or create static dashboards from scratch. All your relevant data is in one place.

All these lists and charts are interactive, so the data behind the statistics is just one click away. If you want to see what tasks you have today, just click on the tasks tile. If you want to see all high priority cases, just click on the high priority doughnut chart.

The rule with interactive charts is that you almost always click an item to drill down for more information or records.

You’ll find similar ready made dashboards for most system entities. They can also be further configured to work for your exact business processes.

This type of interactive dashboard is a Single Stream Dashboard – meaning the data displayed comes from one data source (in this example, cases) It’s also possible to use multi-stream dashboards for more complex situations.

Multi stream dashboards

These work similarly to single stream dashboards, but they allow you to display data from many sources. In this example the dashboard displays cases, emails and activities

How do I use these dashboards?

Open any entity (e.g. Cases)
Click the Open Dashboards option (may be under the ellipses menu)
Toggle between Tile View and Stream View
Use the Global Filter to narrow results by date, priority, or other fields

You can choose Tile View to see data totals, rather than lists of records. Click Tile View to toggle between this and the normal Stream View