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Dashboards on Engage
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Within Engage, you can have Personal dashboards and System dashboards. Personal dashboards are customized and visible by individual users, and System dashboards are created and customized by your System Administrator, and available to all users.  All users can choose their default dashboard by clicking on Set As Default. 

To create a new Personal Dashboard go to Menu > Dashboard > +New > Dynamics 365 Dashboard > Choose Layout > Create


Layout Options

 You can choose the Layout of your Dashboard, and this can be adjusted as you're editing your Dashboard. The square components work best with charts, and the rectangular components work best with lists or tables in the dashboard. Charts must already be created on your Personal or System Views before they can be added to the Dashboards. To create your own chart, take a look at this article Create or edit a chart.


Adding Components

For each square, you can add a Components. Generally, you should use Chart, List, or Timeline (List of Activities). The others require extensive technical knowledge and configuration (see below). 

 

1. Name your Dashboard (required)

2. Select a tile and click Chart (or List)

3. Choose a Record Type. This is where you will choose the Entity that should be included in the Chart or List (i.e. Relationship or Contact).

4. Choose a View.  You can choose from either Personal or System Views that already exist within your CRM. Create your own views in Engage.

5. Choose a ChartCreate or edit a chart.

6. Click Add

 

Repeat these steps to add additional charts and lists to your dashboard, then click Save. When you have finished configuring your Dashboard, click Close.

 

 

Select a chart

 

The following components are also available for dashboards, however, they require extensive technical knowledge and configuration.  Work with your system administrator or IT department if you'd like to add the following components:


View your Dashboard

Your dashboard is displayed in the Dashboards area where you can share or assign it to another user or team. You can also set it as your default dashboard.

Personal dashboard

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Salentica can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.

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