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!