Customizing D365 Sales — For Our Own Sales Team (Customer Zero) (5) Reorganizing the Dashboard Views

Note: I'm working on a separate article for Part ④, but it's not ready to publish yet, so I'm skipping ahead to Part ⑤.

We'll use D365 Sales's built-in dashboard feature to visualize the tasks and field values generated by Power Automate.

Before building the dashboard, we first need to create the views.

Common Steps (View Creation Basics — Power Apps is the easiest place to work)

1. Open the target table (Opportunity / Account / Task / Activity)
2. Go to the "Views" tab → "New View"
3. Enter a view name
4. Use "Edit columns" to add and reorder the columns you want to display
5. Use "Edit filters" to configure filter conditions
6. Use "Sort by" to set the sort column and order
7. Save and publish

Task View

Table: Task

View name: Zone A - My High-Priority Tasks

Columns: Subject / Due Date / Priority / Regarding

Filter: Owner = Me AND Status = Incomplete AND Priority = High

Sort: Due Date (ascending)

Add columns from the new view screen, then click "Edit filters" on the right side of the screen. Since all conditions in this case are AND, make sure all boxes are checked. Click OK, then add a sort criterion as well.

Activity Schedule View

Table: Activity

View name: Zone A - Today's Scheduled Activities

Columns: Subject / Start Date & Time / Type / Regarding

Filter: Start Date = Today AND Owner = Me

Sort: Start Date & Time (ascending)

Opportunity View (Zone B)

Table: Opportunity

View name: Zone B - Opportunity Velocity Monitor

Columns: Opportunity Name / Account / Estimated Amount / Stage / cr917_stage_changed_date / Estimated Close Date

Filter: Status = Open AND Assigned to Me

Sort: cr917_stage_changed_date (ascending)

Account View (Zone C)

Table: Account

View name: Zone C - Customer Health Management

Columns: Account Name / cr917_customer_type / cr917_last_activity_date / cr917_renewal_date / Owner

Filter: Assigned to Me

Sort: cr917_last_activity_date (ascending)

Opportunity View (Zone D)

Table: Opportunity

View name: Zone D - Document Progress

Columns: Opportunity Name / Account / cr917_proposal_sent / cr917_po_received / cr917_invoice_sent / cr917_acceptance_done / cr917_invoice_date

Filter: Status = Open

Sort: Opportunity Name (ascending) or cr917_invoice_date (ascending)

Now we display these views on the D365 Sales dashboard. Select "Dynamics 365 Dashboard" and choose the 3-column standard template. Then, for each component, add a list and select the "Table - View" you just created — and you're done.

The finished result looks something like this: a three-column layout with your tasks, opportunities, accounts, and document progress all visible at a glance.

If you find that additional flows are needed depending on your industry or use case, feel free to leave a comment with your question!