18

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 (29)

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16

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 (29)

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Needs Votes
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 (29)

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Needs Votes
10

Charts and dashboard printables

We need to save dashboards or charts. Reporting doesn't give you the same possibilities to create charts and to drill down, so how come we cannot save or print a chart in a dashboard? It shouldn't be that hard Thanks a lot

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Category: Reporting and Dashboards (29)

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Needs Votes
9

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 (29)

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7

Record Filtering in Dashboard

Entity Views in the dashboard has filter option but it is grayed out (disabled). Need the filter option in the entity views that are in the dashboard same as in the Entity Lists (Views).

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1 Comments

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Category: Reporting and Dashboards (29)

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Needs Votes
6

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 (29)

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Needs Votes
5

Show Display Names in Reports using Activities

The out of the box field "Activity Type" only shows the schema name of an activity when used in the Reports for Customer Engagement. This field should use the display name of the activity as is the current functionality in Advanced Find. This is particularly important as reports are intended more...

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Category: Reporting and Dashboards (29)

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Needs Votes
3

Notes Views and Dashboards

We've set our sales teams up with using advanced queries on timeline Notes. It would be really great if we could actually work with the Notes views somewhere, especially within Dashboards. It's very limited to only be able to query and view that data through Advanced Find.

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2 Comments

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Category: Reporting and Dashboards (29)

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Needs Votes
3

Business users should be able to create Interactive Dashboards, save/create their customed time frames, and expand the charts on them.

Our business users would like to be able to create Interactive Dashboards like they can with the standard ones. They also request to be able to save/create their customed time frames for future revisits. They would like to be able to expand the charts on the interactive dashboards like they can...

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Category: Reporting and Dashboards (29)

STATUS DETAILS
Needs Votes