Set the view you created as the initial view, then click ‘Save & Close. I also added labels above each of the quantity fields, so the technician can see which is which. In this article I will show you how to configure such a dashboard. If the dashboard you want doesn’t exist in the default solution, create a dashboard by clicking Create New on the Components tab on the right side. Adding entity assets to custom Dynamics 365 App. After selecting the “Views” option, you can choose the entity and specific view to display: Repeat this process as many times as you like, using any entities & views–the beauty of the dashboard is that you can access and work in different views from different entities simultaneously. Once you’re on the Dashboards page, select “New”, then “New Dynamics 365 Dashboard”. Click “Create” when ready: The dashboard customization page will pop up in a new window (it may take a minute to load). Now let’s setup a view that shows the technician all the work order products he/she will be needing for this coming week. First, navigate to the “Dashboards” area of Dynamics. Follow these instructions to resize any dashboard components (you can change width and height). The entity specific dashboards perform like the multi-stream dashboards we find else where in Dynamics 365, except all the streams are from a single entity. With a dashboard, you might be able to save a few clicks and put your most-frequented views from each entity on a single page. The first part of the inventory dashboard will show the current inventory on the truck the field service technician is driving. To change the properties for the component, you can double-click the component, or select the component, then click “Edit Component”: Click “Save”, then “Close” to see your dashboard: You can edit personal dashboards any time by clicking the “Edit” button at the top: Check out our CRM product comparison here! Once you added your fields to the view, we’re going to click on the ‘Edit Filter’ button on the ribbon to filter out the records to only show the product inventory items that are related to the truck the signed in user is related to. Select ‘New View’ from the ribbon and set the type to a dashboard view, just like we did in the previously created view. Click on the ‘Select Field’ button under Horizontal Axis Label and select the ‘Product’ field then click ‘Save & Close’ to save the chart. GoldMine: Tagging GoldMine Contact Records, Automate Tasks based on Another Task with Workflow Rules, Automate Tasks based on a Field Value with Workflow Rules, Dynamics 365: Resize a Dashboard Component. Relationships in Dynamics CRM : 1:N, N:1, N:N, How to Add Entity Assets and artificat to Dynamics 365 App. With Power BI Desktop or Office Excel Power Query for authoring reports and Power… Now add the carts under the views: Click on the left bottom square and click the ‘Add Chart’ button on the ribbon and select the ‘Product Inventory [msdyn_productinventory]’ entity as the template, then click ‘Ok’.