If your CRM administrator has configured the Insights Dashboard widget, then you can view and filter Watchlists Activity stream directly from the Home screen. Here’s how:
| Step | Description | Details |
|---|---|---|
| 1 | Log in to Dynamics 365 | Log in to Dynamics 365 and go to the Microsoft Dynamics 365 home, you will see Insights Watchlist Updates Stream.
|
| 2 | Select options |
Select the filters for Watchlists and Agents by clicking on the filter icon and then click Apply.
|
Comments
0 comments
Please sign in to leave a comment.