What

Users can create their own Views, Charts, and Dashboards to show them what is important to them. Here is what those terms mean:

View: a list of records. The list is organised by Filters and displayed by Columns.

Filters: defined by And and Or statements, the filters control what records are displayed in the view

Columns: columns define what data is shown in the view. Columns can be sorted, as well

Chart: a visual representation of the records in the corresponding View. e.g.  Pie Charts, Bar and Column Charts, and Pipeline Charts.

Dashboard: a combination of 6 (or less) components. A component can be a View, Chart, Web Resource, or Iframe.

Step 1: Design: Define what you want to see and what is important to you. 

Step 2: Create Views (if needed): See article: Working with Views

Step 3: Create Charts (if needed): See article: Working with Charts

Step 4: Create Your Dashboard 

How

When you have everything ready to base your Dashboard Design on, click on My Dashboard in the sidebar menu, select New in the toolbar and click Dynamics 365 Dashboard

Then choose the layout that you would like to use and click Create

Give your Dashboard a Name

And then click on the relevant Icon depending on what you want to show (Chart, List, Assistant, IFrame or Web Resource).  You will typically only add Lists or Charts.

List

Click on List

The Add Component window will open.

Select the Record type; this is the entity in which you created your View such as Applicants, Vacancies or Appointments

Next choose the View you want to see and click Add.

Chart

Click on the Record Type dropdown and select the relevant option (most likely will be Applicant or Vacancy).

Click on the View dropdown and select the correct view (these will be the System Views or your Views that have been created in Applicant or Vacancy)

Click on the Chart dropdown and select the correct Chart (these will be the Charts that have been created for the relevant view)

Once you have selected the correct Lists and Charts to add to the Dashboard (or Assistants, IFrames or Web Resource if you are using these) - Click Save to Save your new Dashboard

Moving or Inserting Components

You do have the option to move a component (a chart or list).

Click on the component, and wait until your cursor turns into crosshairs, and then click again and drag the component around the screen until you have it in a suitable place.

You also have several options in the menu bar, to help get the screen exactly how you would like it.

Click Close when you do have the screen how you like it.

The Dashboard, you have just created with then appear under My Dashboards.