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Microsoft Dynamics CRM 2011 Reporting by Damian Sinay

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Basic charts

Dynamics CRM 2011 introduces a new feature called Charts that helps us add charts easily without the need to create a report for that purpose. To create a chart we can either create a solution, which is always the recommended method, or go to Settings | Customizations | Customize the System. It will be using the Default Solution.

As with dashboards we can have two types of charts:

  • Personal charts
  • System charts

Personal charts are the ones that we can create from the entity we want. They can be created by going to the Charts tab on the ribbon and clicking on the New Chart button. These charts will be only be visible to us and they can be shared with other users.

System charts can be created from a Solution or by going to Settings | Customizations ...

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