2 posts / 0 new
Last post
How to create a chart in MSCRM?
Total votes: 1902

Create a chart
Go to your work area.

Open the chart designer:

If using the Dynamics 365 for Customer Engagement apps
On the right side, choose the Charts pane.

In the Charts area, choose New Chart +.

Define the properties of the chart.

To specify a different name for the chart, choose the chart name to edit it.

To save the chart, in the chart designer, choose Save.

The chart obtains the data from the view that is selected for a record type. A chart is automatically updated every time that you change the view in the list of records. However, if the chart has been idle for some time, we recommend that you choose Refresh Chart on the Charts tab, so that the chart and the list of records show the synchronized data.

Total votes: 958