With Single View Builder, you can build personalized and graphical Single Views to get an instant 360° view of customers, quotes, campaigns, cases, contracts, etc. by grouping any kind of information about any entity in one single screen using graphs, colors and icons. The solution consists of:
Tile View: visualize your information using personalized (Windows, Carousel) tiles: choose your icons, background colors, visual indicators and text placeholders.
Tree View: get a cross-entity hierarchical view with the dynamic, performance optimized Tree View pane: apply filters, change colors, add icons, ...
Timeline View: display and zoom in on past, current and due activities and events in the journey of a contact, lifecycle of a contract, case,... for any date or period.
Grid View: render items in a tabular layout based on view definitions found on the entity to display.
Map View: bring Google maps into your Single Views to display all leads around a contact to be visited or see the territory of an agent by analyzing its portfolio,…
Display process stages into your Single View.
Build Dynamic button pads: to create new related records to get a view on multiple opportunities and quotes with the actual status.
Group related entity info to roll up data in one screen.
Clone Option to support faster and more efficient Single View Builder project implementations.
All components are PCF Controls fully leveraging all capabilities of the Microsoft Power Platform.
Single View Builder provides the CRM user with contextual high-value experiences exposing the value-add of all data readily available, enabling them to acquire better insights and take the appropriate decisions faster, while:
Seamlessly working with standard and custom entities.
Providing Single Views that are directly accessible from your records in Dynamics 365 Views or Dashboards.
Allowing to perform contextual ‘actions’ e.g. data access and creation, without the need for extra navigation between disparate data collections.
Top time-saving features include:
Seamlessly create and manage contextual data in one single screen.
Surface and visualize relevant data in an interpretable and actionable way.
Easy navigation between entities.
Quick access to all data without leaving your screen.
Faster data driven insights and decisions.