10 Interactive Experience Dashboards in Dynamics 365 Customer Engagement

Overview 

In this blog, we are going to discuss Interactive Experience dashboards in Dynamics 365 Customer Engagement. These were introduced in the interactive service hub. They are like the regular dashboards except for a few additional features that provide better user experience. So, let’s get started!

Multi-Streams Dashboards: 

In Multi-stream, you can add multiple streams to this type of dashboard. When you add a stream, you must select the name of the entity you want to see in each stream. User can use every unified interface supported entity for this purpose. When you choose an entity, you will also be required to choose a view used in the stream to display the data. 

Interactive Experience Dashboards | Multi Stream Dashboards

Single-Stream Dashboards: 


When you add a stream dashboard, you cannot pick which entity. This will be set at the dashboard level. You also cannot use a queue in the stream. You can only add a single entity to this dashboard. 

SINGLE-STREAM DASHBOARDS

Once you picked the stream, you can add other components to the dashboard. Let’s look at the fields on the dashboards which are required. Both multi-stream and single-stream dashboards contains these fields: 

Name: This is the name of the dashboard. 

Filter Entity: Pick the entity which is showing the data on the dashboard. All the data in the charts, views, and filters in the dashboard are based on this entity. 

Time Frame: This is the time frame of the data. Users can select a different timeframe. 

Filter By: This field would determine the filter criteria for the records to be displayed. In this example we choose “Actual End” field of the Activity entity. This means that if the actual end date falls in the “Time Frame” then the records will be displayed.

Time Frame

Learn about Creating First Dashboard within Dynamics 365

Learn More

Visual Filters:  

Another main difference in multi-and single-stream dashboards is that multi-stream has visual filters. These are the charts on the dashboard. When a user opens the multi-stream dashboard, they will see the ‘show visual filter’ button on the command bar, which they can use to show or hide the dashboard charts. Users can filter the data by clicking any of the charts. 

Visual Filters

Tile view: 

Multi-stream dashboards also have a tile view that allows them to change all the dashboard streams to a tile view These tiles behave the same way. Users can toggle between stream views and tile views easily using the ‘switch to tile view’ button on the command bar. 

Multi-stream dashboards | Tile View

Global Filters: 

The command bar of both the dashboards has ‘show global filter‘ button in them.  This allows users to filter the data. Data in charts can be filtered by using the global filters.  Also, streams and tiles based on the entity selected in the dashboard will be filtered. 

You can enable or disable fields for use in the global filter. You can do this in the field’s properties advanced options section, where you will have checkboxes to allow the field to appear in the global filter. 

Conclusion  

In this blog, we addressed Interactive Experience Dashboards and some of the new features added to them like Visual Filters, Tiles views, Global Filters, etc. 

I hope it Helps…!