Observed Signal · Jul 3, 2026 · Tutorial · Source: DEV Community · Impact: 1/5 · Sentiment: Neutral
Reorganizing D365 Sales Dashboard Views
A how-to guide published on DEV Community (Jul 3, 2026) by Miwa J (Tectura Japan | DX) explains how to create and arrange custom views in Microsoft Dynamics 365 Sales and display them on a three-column Dynamics 365 dashboard. The article describes step-by-step view creation in Power Apps (open table → Views → New View → edit columns/filters/sort → save & publish), then provides example views for Task, Activity, Opportunity (Zone B and D), and Account (Zone C) including specific columns, filters and sort orders. It instructs adding each view as a 'Table - View' list component to the standard 3-column dashboard template and notes these dashboards visualize tasks and fields generated by Power Automate.
Practical how-to guidance on customizing Microsoft Dynamics 365 Sales dashboards; useful to CRM/MarTech practitioners but not industry-shifting.
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Key Takeaways & Evidence Grounding
- Article published on DEV Community by Miwa J for Tectura Japan | DX on 2026-07-03.
- The post details step-by-step view creation for D365 Sales using Power Apps: open the target table, create a new view, edit columns, edit filters, set sorting, then save and publish.
- Example views provided: 'Zone A - My High-Priority Tasks' (Task), 'Zone A - Today's Scheduled Activities' (Activity), 'Zone B - Opportunity Velocity Monitor' (Opportunity), 'Zone C - Customer Health Management' (Account), and 'Zone D - Document Progress' (Opportunity).
- Instructions show how to place those views onto a Dynamics 365 Dashboard using the 3-column template and adding each component as 'Table - View'.
Connected Companies & Entities
2 Entities mapped“DEV Community...”
“We'll use D365 Sales's built-in dashboard feature to visualize the tasks and field values generated by Power Automate....”
Ontology Mapping & Concepts
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