Note: I'm working on a separate article for Part ④, but it's not ready to publish yet, so I'm skipping ahead to Part ⑤.
We'll use D365 Sales's built-in dashboard feature to visualize the tasks and field values generated by Power Automate.
Before building the dashboard, we first need to create the views.
Common Steps (View Creation Basics — Power Apps is the easiest place to work)
Open the target table (Opportunity / Account / Task / Activity)






