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 Drop-down. |
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