Setting Up an Interactive Hub Dashboard in CRM 2016

The screencast below aims to demonstrate the steps involved in setting up an Interactive Hub Dashboard and will cover:

  1. Enabling entities for the Interactive Hub
  2. Configuration of filter and sort fields
  3. Updating colours for values in option sets
  4. Creating an entity dashboard (Multi-stream)
  5. Creating a Home Page Dashboard (Single/ Multi-stream)



The information below provides a quick overview of the screens for setting up a dashboard.

Enable Entities for the Interactive Hub

The entities enabled by default for the interactive hub experience:

  • Accounts
  • Contacts
  • Cases
  • Queue Items
  • Activities
  • Knowledge Articles (New)
  • Social Profiles.

The system administrator or system customizer can also enable custom entities for the Interactive Hub experience by checking the Enable for interactive experience checkbox in the Entity customization screen.

interactive-service-hub1

 

Configure Filter and Sort Fields

To enable a field for filtering in the Interactive Experience, ensure that the Appears in global filter in interactive experience check box is checked in the field properties.

priority-of-case-2

 

To enable a field for sorting in the Interactive Experience, ensure that the Sortable in interactive experience dashboard check box is checked in the field properties

sortable-in-interactive-experience-dashboard3

 

Updating Colours for Values in Option Sets

To specify a colour for a value in an option set, select the option set value and update the colour hex code. This action will have to be repeated for each option, i.e. in the example below, a colour will be specified for High, Low and Normal options.

specify-colour-for-a-value4

Creating an Entity Dashboardcreate entitiy dashboard

create-entitiy-dashboard5

Choose Layout

choose-layout6

 

Adding Streams to Dashboards

add-stream-to-dashboard7

Creating a Home Page Dashboard

home-page-dashboard7

 

Choose Layoutcreate entitiy dashboard

create-entitiy-dashboard-8

Adding Streams to Dashboards

add-stream-to-dashboard-homepage9

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Posted in CRM 2016, Interactive Service Hub

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