Dev.to
7/3/2026
The original title is about customizing D365 Sales dashboards. Let me rewrite this as a punchy mobile feed headline.
Original: Customizing D365 Sales — For Our Own Sales Team (Customer Zero) (5) Reorganizing the Dashboard Views
Short summary
Tutorial on building organized dashboard views in Microsoft Dynamics 365 Sales. Covers creating five role-specific views—high-priority tasks, today's activities, opportunity velocity tracking, customer health monitoring, and document progress—with specific filters and sort orders. Consolidates views into a 3-column dashboard for streamlined sales workflows.
- •Step-by-step guide to creating five key dashboard views in D365 Sales
- •Includes filters, column selection, and sort configurations for each view
- •Demonstrates consolidating views into a 3-column dashboard layout
Generated with AI, which can make mistakes.
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