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  "path": "/tecturajpndx/customizing-d365-sales-for-our-own-sales-team-customer-zero-5-reorganizing-the-dashboard-views-5b1a",
  "publishedAt": "2026-07-03T01:37:03.000Z",
  "site": "https://dev.to",
  "tags": [
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  "textContent": "_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._\n\nWe'll use D365 Sales's built-in dashboard feature to visualize the tasks and field values generated by Power Automate.\n\nBefore building the dashboard, we first need to create the views.\n\n###  Common Steps (View Creation Basics — Power Apps is the easiest place to work)\n\n  1. Open the target table (Opportunity / Account / Task / Activity)\n  2. Go to the \"Views\" tab → \"New View\"\n  3. Enter a view name\n  4. Use \"Edit columns\" to add and reorder the columns you want to display\n  5. Use \"Edit filters\" to configure filter conditions\n  6. Use \"Sort by\" to set the sort column and order\n  7. Save and publish\n\n\n\n###  Task View\n\n**Table:** Task\n\n**View name:** Zone A - My High-Priority Tasks\n\n**Columns:** Subject / Due Date / Priority / Regarding\n\n**Filter:** Owner = Me AND Status = Incomplete AND Priority = High\n\n**Sort:** Due Date (ascending)\n\nAdd 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.\n\n###  Activity Schedule View\n\n**Table:** Activity\n\n**View name:** Zone A - Today's Scheduled Activities\n\n**Columns:** Subject / Start Date & Time / Type / Regarding\n\n**Filter:** Start Date = Today AND Owner = Me\n\n**Sort:** Start Date & Time (ascending)\n\n###  Opportunity View (Zone B)\n\n**Table:** Opportunity\n\n**View name:** Zone B - Opportunity Velocity Monitor\n\n**Columns:** Opportunity Name / Account / Estimated Amount / Stage / `cr917_stage_changed_date` / Estimated Close Date\n\n**Filter:** Status = Open AND Assigned to Me\n\n**Sort:** `cr917_stage_changed_date` (ascending)\n\n###  Account View (Zone C)\n\n**Table:** Account\n\n**View name:** Zone C - Customer Health Management\n\n**Columns:** Account Name / `cr917_customer_type` / `cr917_last_activity_date` / `cr917_renewal_date` / Owner\n\n**Filter:** Assigned to Me\n\n**Sort:** `cr917_last_activity_date` (ascending)\n\n###  Opportunity View (Zone D)\n\n**Table:** Opportunity\n\n**View name:** Zone D - Document Progress\n\n**Columns:** Opportunity Name / Account / `cr917_proposal_sent` / `cr917_po_received` / `cr917_invoice_sent` / `cr917_acceptance_done` / `cr917_invoice_date`\n\n**Filter:** Status = Open\n\n**Sort:** Opportunity Name (ascending) or `cr917_invoice_date` (ascending)\n\nNow 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.\n\nThe finished result looks something like this: a three-column layout with your tasks, opportunities, accounts, and document progress all visible at a glance.\n\nIf you find that additional flows are needed depending on your industry or use case, feel free to leave a comment with your question!",
  "title": "Customizing D365 Sales — For Our Own Sales Team (Customer Zero) (5) Reorganizing the Dashboard Views"
}