Create a Custom User Dashboard

Create a Custom User Dashboard

Create a Custom User Dashboard

MetProPlus (MPP) offers a variety of standard dashboards by default, and you also have the option to create custom user dashboards.

To create a custom dashboard, follow these steps:
  1. Log into MPP.
  2. Navigate to the Sales App -> Sales Dashboard, or the Ops App -> MPP2
  3. Select New - Dynamics 365 Dashboard




Choose the Layout for your Custom User Dashboard and click Create  

Once you select your layout, the blank layout screen will appear, and you can enter the Name for your custom dashboard


Next click in one of the Sections and start adding/choosing components for the type of line or bar graph, list of line items etc. that you would like displayed

If you have a list of line items or a bar graph, set the properties by double clicking on the section or by selecting the  in the Menu




Once you have your sections defined and formatted, review the output by clicking Save and Close.

On the Main screen, using the arrow to the right of the Main dashboard towards the top center of the screen, select the dashboard you created


You can Edit, or Share this Dashboard with other team members and manage access levels. 




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