Drilling down to data in dashboards
Posted on 19th June 2017 at 20:03
The dashboards in Dynamics CRM / 365 provide a fantastic overview for users, but frustratingly double clicking on a graphical element does not drill down but instead provides a somewhat unhelpful "Select field" dialogue.
To work around this, hover over the dashboard element and you will see 3 icons in the top right hand corner. Simply click on the middle icon and a new page will be displayed showing both the data and the graphic and you can now drill down into the graphic to filter the data.
Tagged as: Dashboards
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