Following are the steps to add an entity in dashboard:
1. Enable the desired entity from Woodford solutions in Dynamic 365
2. Go to Home option in Woodford solutions in Dynamic 365
3. You can see the list of entities on the extreme right panel of the screen in Woodford solutions in Dynamic 365, click on the desired entity to get it listed on the dashboard view.
Creating a new view
Editing a View
Changing width, height, length, color, Kind, Placement etc.
Other customizable options available in views section are:
Refer the blue boxes in above image to EDIT view UI.
The options available for editing are:
The fields can be of editable or clickable type. Other options are also available like text-click, text-edit etc.
User can bind the fields present in right list view in Woodford solutions in Dynamic 365.
User can add two types of images:
1. List Note images
This is to show images present on CRM as Entity images or image present on each record.
2. Project Images
This is to show images added on Woodford solutions in Dynamic 365 images.
These buttons get added for a specific row present in public view. We can add buttons like Call, SMS, Email, Export etc.
After adding these buttons we will get following output.
This is to filter the data a user wants to show in a public view.
This is to sort the records with different Conditions.
This is to add options for selecting multiple records in a public view.
This is to display different list or views in one entity by adding filters.
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