Richard Knudson’s Dynamics CRM Trick Bag

Richard’s at it again. Luv his stuff.

Creating Charts with the Dynamics CRM Online Chart Designer

November 2009 Service Update Article #3

In another article, I did a quick write-up and linked to a recorded tutorial on how to use the charts that come built-in to Dynamics CRM Online. Basically, they are available to end-users, who can use them to personalize their home page, with up to four charts across the new horizontal “Chart Pane”.

The only entities that arrive stocked with charts are:

  • Accounts
  • Activities
  • Campaigns
  • Cases
  • Events
  • Leads
  • Opportunities

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