Create visualizations for Dynamics 365 Customer Service

Intermediate
Business User
Functional Consultant
Dynamics 365
Customer Service

Important

Power Virtual Agents capabilities and features are now part of Microsoft Copilot Studio following significant investments in generative AI and enhanced integrations across Microsoft Copilot.

Some articles and screenshots may refer to Power Virtual Agents while we update documentation and training content.

Microsoft Dynamics 365 Customer Service includes several features for reporting and displaying data to help users manage their case workload. This module examines the options that are provided by Customer Service.

Learning objectives

This module explains how to:

  • Review the data reporting and visualization options in Dynamics 365 Customer Service.
  • Discover how to create charts.
  • Learn how to use and create tier 1 and tier 2 interactive dashboards.
  • Discover how to use Microsoft Power BI to view Dynamics 365 Customer Service data.

Prerequisites

Knowledge of Dynamics 365 Customer Service