You now understand the power of the built-in charts that come
with Microsoft Dynamics CRM. In addition to the charts provided by the
application, you can create your own charts to support your unique
needs. You can create charts for custom entities as well as for the
entities included with Microsoft Dynamics CRM, as shown in the
following list.
Entities Available for Chart
Use
In this exercise, you will create a custom chart within
Microsoft Dynamics CRM.
Note
SET UP Use the Internet
Explorer web browser to navigate to your Microsoft Dynamics CRM
website, if necessary, before beginning this exercise.
-
In the Sales area, click
Accounts.
The Accounts grid view appears.
-
In the view selector, select Active
Accounts.
-
On the ribbon, click the Charts tab, and then click the New Chart button.
The Chart Designer appears to the right of the
grid.
-
In the Legend Entries
(Series) area, select Account
Name in the Select Field
list.
-
In the Horizontal (Category) Axis
Labels area, select Address 1:
State/Province.
You will see that the chart has been given a title of Account
Name by Address 1: State/Province.
-
Update the chart title to Accounts
by State.
-
In the Description field,
enter Show a Count of Accounts by
State.
-
On the Chart Tools
Design tab of the ribbon, click the Bar button to change the chart to a bar chart.
-
On the ribbon, click the Save button to save the chart, and then click the Close Designer button.
Your chart is now available in the list of available
charts.
