15

A tooltip on the dashboard graph to explain the meaning of the graph and not just the meaning of a item value.

I would like to put a tooltip on the dashboard graph to explain the meaning of the graph and not just the meaning of a item value. Also, I would like to add tooltips to each view that explains the meaning/use of the view.

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Category: Reporting and Dashboards (13)

STATUS DETAILS
New
13

Feature of selecting fields for any entity when creating a series axis for a graph

The series axis of a graph can now only select entities and fields that are related to the entity users are creating. The customer wants it to be selectable in any entity field.

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Category: Reporting and Dashboards (13)

STATUS DETAILS
New
8

Interactive Dashboard - Remove Timeframe Filter

Actual situation - interactive Dashboards: At the moment, the "interactive dashboards" have couple fixed timeframes (e.g. today, yesterday, this week, last week, this quarter, etc.). At the "custome time frame" the timeframe can be adjusted. But it is not possible to set this custome time frame a...

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Category: Reporting and Dashboards (13)

STATUS DETAILS
New
7

Allow users to bypass mandatory sign-in for Power BI embedded in D365 system dashboard

When Power BI is embedded in a D365 system dashboard, users are required to sign-in each time they want to access reports, and organizations are not able to bypass this sign-in. The sign-in is repetitive and provides a less than ideal user experience for Power BI embedded in CRM, and users shoul...

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Category: Reporting and Dashboards (13)

STATUS DETAILS
New
3

Interactive Dashboards - multiple entities

Interactive dashboards have a filter that is easy to use, however I can only set an ID for a single entity. As a manager I want to be able to see Opportunities, Activities, & Leads all on one dashboard. The only way to do that is with a standard dashboard which has no option for filters.

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Category: Reporting and Dashboards (13)

STATUS DETAILS
New
2

Hide views

When I use the drop-down to select a dashboard, there are literally 100 views between the system views & views shared with me. Many of the views shared with me I do not care to see. When I try to deactivate - I do not have the access. Or if I do deactivate, it deactivates for everyone. I need to ...

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Category: Reporting and Dashboards (13)

STATUS DETAILS
New
1

Show view description when hovering over view name

We are looking for VIEWS to show the description of the view when you hover over the name. Not many people are familiar with how to use advanced find/editing views, so they don't know how to access what the view definition is. Because it's not intuitive to find the description, people don't und...

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Category: Reporting and Dashboards (13)

STATUS DETAILS
New
1

Improve the formatting of PowerBI Dashboards created in CRM

When we try to create CRM dashboards as a “Power BI Dashboard” in D365, we lose a great deal of the functionality. Page tabs of the reports are no longer there, and there is an extra scroll bar because the report no longer fits on the page. These are user functionalities that are not ideal, and i...

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Category: Reporting and Dashboards (13)

STATUS DETAILS
New
1

Ability to change default sorting of streams in Interactive Dashboards

Currently the streams in the Interactive Dashboards are sorted by default using the 'Modified On' field. Administrators should be able to choose what field the sorting is defaulted to. For example lots of clients ask for the default sorting to be on the Created On field, but they have to manual...

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Category: Reporting and Dashboards (13)

STATUS DETAILS
New
1

Filters on a dashboard

As a manager of global operations, I need to be able to use one dashboard then have a filter for the various countries I manage. For example, I need to be able to see the United States separately from Europe - without having to create a whole new view. Having 3 filters would be ideal so I can f...

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Category: Reporting and Dashboards (13)

STATUS DETAILS
New