Extending and working with views and dashboards

Views and dashboards are other components in Dynamics 365 Customer Engagement that we can customize and extend without code. Natively, Dynamics 365 Customer Engagement includes a series of views and panels tailored to the business processes offered by each of its applications (Sales, Customer Service, Marketing, Field Service, and Project Operations). However, when implementing Dynamics 365 Customer Engagement, we do not have to limit ourselves only to the adoption of these. We can create the views and dashboards our organization requires.

In Dynamics 365 Customer Engagement, views are lists of records composed of the following:

• The definition of which table the records are to be viewed; for example, Accounts.
• The definition of the filtering criteria that is to be set in the view; for example, Accounts with an Active status.
• The definition of the columns you want to display in the view, including the order, size, and...