Displaying Key Performance Indicator (KPI) in Dynamics 365 Finance and Operations

A.

KPIs and aggregate data that are shown on the dashboard, or a workspace, can be secured by using menu items.

As a Dynamics 365 Finance developer, if you have created a Key Performance Indicator (KPI) in a development environment, you may need to display it to the users. In order to display the KPI, you have the following options:

A. Create a new workspace and add the KPI to the workspace: A workspace is a customizable area in Dynamics 365 Finance that provides a single point of access to relevant information and tasks. You can create a new workspace and add the KPI to the workspace. This way, the KPI will be displayed to the users when they access the workspace. To add a KPI to a workspace, you can follow these steps:

1. Go to the Workspace designer by selecting Workspace from the Modules menu.
2. Create a new workspace or select an existing one.
3. Drag the KPI control onto the workspace from the Toolbox.
4. Set the properties of the KPI control, such as the KPI name, refresh interval, and other settings.

B. Create a tile and add the KPI to the tile: You can create a tile in Dynamics 365 Finance and add the KPI to the tile. A tile is a small area on a workspace or a dashboard that displays a summary of information. To create a tile and add the KPI to it, you can follow these steps:

1. Go to the Workspace designer by selecting Workspace from the Modules menu.
2. Create a new workspace or select an existing one.
3. Drag the Tile control onto the workspace from the Toolbox.
4. Set the properties of the Tile control, such as the Tile name and other settings.
5. Click on the "Edit tile content" button to open the Tile content designer.
6. Add the KPI to the Tile by dragging the KPI control onto the designer surface.
7. Set the properties of the KPI control, such as the KPI name, refresh interval, and other settings.

C. Add the KPI to an existing form: You can add the KPI to an existing form in Dynamics 365 Finance. To add the KPI to a form, you can follow these steps:

1. Open the form in the Form designer.
2. Add a new control to the form.
3. Select the KPI control from the Toolbox and add it to the form.
4. Set the properties of the KPI control, such as the KPI name, refresh interval, and other settings.

In conclusion, as a Dynamics 365 Finance developer, you have multiple options to display a KPI. You can create a new workspace and add the KPI to the workspace, create a tile and add the KPI to the tile, or add the KPI to an existing form. The choice of which method to use will depend on the specific requirements of your project.