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Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide by Neil Benson

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Customizing charts

A chart is a graphical visualization of data in your CRM system. Using charts can help your users understand large volumes of data to gain insight and enable them to make smarter business decisions rapidly.

Charts are based on a single record type and are generated from the current list of records. So, changing the view associated with the chart will update the chart, and drilling into the chart will update the list of associated records.

In this section we'll learn about:

  • Chart types
  • Creating a system chart
  • Importing and exporting charts

Chart types

There are two types of charts in Microsoft Dynamics CRM 2011:

  • System charts: These are created by a system administrator or system customizer as a solution component and are available ...

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