Having Microsoft Dynamics CRM Integration, there are few chart types accessible by default: Bar Chart, Column Chart, Pie Chart, Line Chart, Multi-Series Chart, Funnel Chart, Mixed Chart, and Comparison Chart. While faced with the prospect of making chart, this is significant to identify which charts are accessible, but for understanding the most effective and proper uses of all these chart kinds. The Charts are utilized for telling stories, evaluating alternatives, and understanding trends. Therefore, an incorrect option may lead to the poor judgment for messages while the correct chart may lead to faster and right decisions.
To illustrate how to make column charts, we may use following scenario, which most Microsoft Dynamics CRM environments may relate to accounts through state.
1.Within main request window, click on Workplace
2.Within Customers sub-region, click on Accounts
3.Select view to begin on
While the charts may be utilized on view CRM Integration, that helps in starting on the view, which you identify will have a few data.
4.At top of application, click Charts tab
5.On Charts navigational strip, click New Chart push button
6.You'll observe that once clicking Chart button, Chart Tools: the Design Ribbon may appear and Window of Chart Designer situated on right side for Microsoft Dynamics CRM interface.
7.In window of Chart Design, enter the Number of Accounts via State.
8.In Legend Entries section, choose Address1: Province/State and leave aggregation drop-down with Count-All.
This is significant to reminder that aggregation drop-down situated in Microsoft Dynamics CRM for chosen field of the series is animatedly populated relied upon data kind of selected field in first Legend Entries drop-down.
9.When you select series, then we may select Categories.
10.Once after completing in Microsoft Dynamics CRM creating chart, save that by clicking on the Save as well as Close on Charts navigational strip.
11.When saved, you can see the chart according to view that you are presently on.
12.To conclude in the example, we are focused on Active Accounts view. The great thing about the Microsoft Dynamics CRM charts is they are accessible for view tied for entity you had configured chart alongside. For instance, if you click on View button for changing view, you are looking and changing it through Active Accounts; you will observe that the chart outcomes have changed.
13.When you have produced as well as perhaps modified through chart a little, you may interact with that through clicking on columns with the column chart. For instance, in case, you change the view back for Active Accounts, you may click on one of the columns as well as it may perform two diverse things:
For instance, you will choose to demonstrate pie chart to the accounts from Microsoft Dynamics CRM blocked by the City. For doing that, you require to click on the symbol of pie chart as well as select Address1 having City from the drop-down list in the Select Field. When you have chosen through value from the drop-down listing as well as choose the kind of chart, then you need to click on run arrow.