How to Add a Data Quality Dashboard in Dynamics 365
To enhance the data quality monitoring experience for your required form, you can add a Data Quality Dashboard. This guide outlines the steps to accomplish this task:
Step 1: Navigate to Advanced Settings and Customize the System
1. Access the Dynamics 365 environment.
2. Navigate to “Advanced Settings” in the main menu.
3. Within “Advanced Settings,” find “Customizations” and select “Customize the System.”
Step 2: Select the Desired Entity and Form
1. From the customization options, choose the relevant “Entity” on which you wish to add the Data Quality Dashboard.
2. Once you’ve selected the entity, proceed to open the desired form associated with it.
Step 3: Add an Empty Section and Web Resources
1. Within the opened form, locate the area where you want to incorporate the Data Quality Dashboard.
2. Add a new, empty section to the form.
Step 4: Populate Web Resources with Information
1. In this step, you’ll be adding the necessary web resources to the newly created section. Populate the web resources as follows:
• Web Resource: cow_/Forms/cow_dataqualitydashboard.html
• Name: QDR
• Label: QDR
• In “Web Resource Properties,” select: “Pass record object-type code and unique identifier as parameters.”
Step 5: Save, Publish, and Access Your Dashboard
1. After adding the web resources and configuring their properties, save the changes made to the form.
2. Publish the changes to ensure they take effect.
3. Your Data Quality Dashboard is now ready to use! Access it through the required form by opening records associated with the entity you customized.
By following these steps, you’ll successfully integrate a Data Quality Dashboard into your required form, enabling better data monitoring and enhancing the overall user experience.
If you’re intrigued by what you’ve seen in this blog and are facing challenges with Data Quality in your organization, don’t hesitate to reach out. You can download our Data Quality App from www.techdio.dk/dataqualityapp, Microsoft Marketplace, or Microsoft Marketplace.
For personalized assistance, contact our support team at support@techdio.dk.
You can read more blogs about Data Quality App here.
Improve your data quality in Dynamics 365
The Data Quality App keeps records complete and correct with data quality rules at the point of entry, finds duplicates with fuzzy and phonetic matching, resolves them with bulk merge and measures your data health over 30, 60 and 90 days. Native in your own environment, free for 15 days.
Hasret Smajlović
Hasret Smajlović is the co-founder of Techdio, a Microsoft Certified Global ISV building data quality and migration solutions for Dynamics 365 and Power Apps. Working in the Microsoft business applications ecosystem since 2009, Hasret has delivered more than 100 end-to-end Dynamics 365 implementations, upgrades and migrations across cloud and on-premises environments. In 2024, Microsoft selected Hasret for its Partner Advisory Council as one of the world's top 25 Business Applications professionals among Microsoft partners. Hasret studied strategic management at Harvard Business School Online and holds a Mini MBA in organizational leadership.
