view system posts and activities in a dashboard

Many dashboards provide a widget that shows your most relevant activities. A data dashboard is an information management tool that visually tracks, analyzes and displays key performance indicators (KPI), metrics and key data points to monitor the health of a business, department or specific process.They are customizable to meet the specific needs of a department and company. Same issue here.

In this blog we explore challenges with memory consumption in Azure Functions and provide a solution. Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. This is usually visible when you first open the record, but sometimes you'll need to open a new tab to see it. The Social Pane made its debut way back with Microsoft Dynamics CRM 2011 and it was introduced to show information regarding associated activities, whether it be posts, phone calls, appointments, notes, and much more. Select Run as logged-in user. These are available for account, contact, and lead entities. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world. Jar Sponsor: Dynamics 365 & SharePoint better together – now with security sync. Optionally, select Let authorized users change running user to enable those with permission to change the running user on the dashboard view page. PowerObjects, an HCL Technologies Company is a leader in delivering Microsoft Business Applications solutions and the Dynamics 365 workloads through unparalleled offerings of service, support, education, and add-ons. A wide variety of dashboards is available, each optimized for a different application and situation. For example, you can make or schedule a phone call, set up an appointment, and assign yourself tasks. It displays the “Post by”, “date” and the “text of the post”, but does not display the name of the wall that it was created on like it does in the legacy app. To set one of these views as the default, select the push-pin icon next to the relevant view. Usually, these are activities assigned to you that are due sometime soon. Click View dashboard as drop-down button next to the View dashboard as field. Generate activities from a customer journey From here, you can see all activities already related to the selected record, and add new activities (which are automatically related to it). With quick create, you need to complete only a few fields. It is important to mention, this Timeline feature is only available within the Unified Interface (example: Customer Service Hub, Sales Hub).

This doesn’t show up in unified interface–how can we use the activity feed wall in unified interface? Dear posted, The activity feed … Watch this video to explore several new modules in the Microsoft Business Applications stack, as well as how PowerObjects’ Customer Care practice has been committed to mastering what each can bring to an organization. We use activity feeds and the “what’s new” dashboard in D365 classic UI to see a feed of posts in the system. Watch the video to learn about the Microsoft Healthcare Bot and how PowerObjects can help implement it today! Uploading a Photo from a Canvas App to Dynamics 365 as an Attachment, Dynamics 365 Customer Engagement (CE) Online Refresh Limitation, PowerCapital is the Dynamics 365 Accelerator for Capital Markets Firms, New Customer Care Tools for Dynamics 365 Users, Improve the Patient Experience with the Microsoft Healthcare Bot. For graphs that support interactivity, this will update all the graphs on the page so that they focus on the data point you chose—typically by adding a filter. Use the navigator to view lists of all activities of a particular type, and to view specific records of that type.

If you have chosen to assign to User or Team, in the User or team field, select the Lookup icon to choose a user or a team.

To see an entity dashboard, go to the list view for the entity, and then on the command bar, select Open Entity Dashboard.

To see a chart pane, go to the list view for the relevant entity, and then on the command bar, select Show Chart Pane.

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