Prioritizing Cases on Your Case Dashboard
Question
You are employed as an administrator for your company's Dynamics 365 for Customer Service implementation.
You are currently creating case dashboard.
You want to make sure that the dashboard displays cases by priority.
Which of the following actions should you take?
Answers
Explanations
Click on the arrows to vote for the correct answer
A. B. C. D.D.
https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-dashboard#visual-filterIf you want to display cases by priority in your case dashboard in Dynamics 365 for Customer Service, you should configure the use of a visual filter. A visual filter allows you to display only the data that meets certain criteria based on the visuals displayed in the dashboard.
To configure a visual filter for cases by priority, you can follow these steps:
- Navigate to the case dashboard where you want to add the visual filter.
- Click on the "Edit" button to enter edit mode for the dashboard.
- Select the chart or table that you want to add the visual filter to.
- Click on the "Visualizations" pane on the right side of the screen.
- Click on "Filters" and select "Add filter."
- Choose "Priority" from the list of available fields.
- Choose the filter criteria that you want to use, such as "High" or "Low" priority.
- Save and publish the changes to the dashboard.
Once you have added the visual filter for priority, the dashboard will display only cases that meet the selected criteria. This makes it easier to quickly identify cases that require immediate attention based on their priority level.
The other options provided in the question are not relevant to configuring a visual filter for displaying cases by priority. Configuring a timeframe filter would allow you to limit the data displayed on the dashboard to a specific time period, while configuring a priority filter or a global filter are not specific options available in Dynamics 365 for Customer Service dashboards.
