Managing System Views & Dashboards in Dynamics 365

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There are many out-of-the-box System Views and Dashboards that come with Dynamics 365. Many times, there are Views or Dashboards that go unused and are in a hindrance rather than a help. Other times, you may want to create your own custom System Views or Dashboards to replace the out-of-the-box ones. So, let’s explore how you can accomplish these tasks.

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About the Author

Mark Munson

30+ years of technology solutions sales. Focus on Accounting, ERP and Customer Relationship Management solutions for Distribution, Manufacturing and Specialty Retail firms. Microsoft Dynamics GP, Dynamics 365 Customer Engagement, Microsoft Dynamics 365 Business Central, Power BI, Power Automate, and Systems Integration.

About ACE Micro, LLC

ACE Micro, LLC is a professional services firm committed to delivering business solutions to small and medium sized organizations. Their focus is on delivering products and services that improve their business operations. ACE has strong expertise and continues to develop specialties in serving the lite manufacturing, distribution, and hospitality industries.