Understanding Charts

Charts present your organization's data graphically. Data presented in charts can quickly give you insight into large quantities of data that is spread across different areas of your business. This helps you make relevant and timely decisions.

Microsoft Dynamics CRM associates charts with record types. It generates charts using the data in the list of records for any record type. For example, if you create a chart from the list of account records, the Chart Designer shows you only the fields for the Account record type. Multiple charts can be created for a record type. But, you can see only one chart at a time for a record type.

Because charts are created in the context of a list of records, changing the view of a list also changes the chart. Filtering a list of records changes the chart to show the filtered data. Similarly, drilling down in a chart updates the list of records to show the new data.

Related Topics

Work with User Charts

Creating Charts in Microsoft Dynamics CRM

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