Using Charts in Dynamics 365

A chart is a graphic representation of data from multiple records of an entity. Charts are integrated with views in the web application. They are built from the query on the data. When the query is updated for the data, the associated charts also get updated automatically.

You can create several different types of charts within Microsoft Dynamics 365:

Charts are available for all views on Dynamics 365. There are 2 types of charts: system and personal.

  • System Charts. System charts can only be created by users with the security roles of System Administrator or System Customizer. These charts are by default visible to all users. These charts can be customized by going on to the settings area and customizing the system.
  • Personal Charts. Personal chartscan only be seen by the users that create them or the ones to whom these charts are shared with. These charts can only be shared if the owner has sharing privileges.

There is a collapsible chart pane available to the right of all views in Microsoft Dynamics 365. Multiple charts can be added to an entity, but only one can be displayed alongside the view.

Tip! Build your own custom charts using Power BI. Learn more.

Accessing Charts

Here’s an example of how to access a chart:

On the top navigation bar click the drop-down arrow to the right of the displayed module and select Sales. Click Accounts.

  1. Select one of the views by clicking the drop down arrow next to the view name.
  2. On the right of the selected view, click on the Charts pane.

Customizing Charts

You have the option of either customizing the charts that come pre-configured or create new charts.

The following record types have pre-configured charts:

  • Leads
  • Opportunities
  • Accounts
  • Activities
  • Cases
  • Orders
  • Goals
  • Marketing Campaigns

Customizing a System Chart

  1. From the navigation bar go to Settings.
  2. Click on Customizations, then Customize the System.
  3. Expand Entities and the entity which hosts the chart you want to customize.
    charts and dashboards img4
  4. Click on Charts, then select the chart you would want to customize or create a chart by clicking New.
    charts and dashboards img5
  1. You can select the view that you want to use for this chart.
  2. Specify the fields that you want to be displayed on the category and series axes. The series axis displays data that are only numeric fields while the category axis displays data from numeric as well as non-numeric fields.

Charts can be imported and exported as well as be transferred from one deployment to another.

Charts can be created via Dynamics 365 views or through coding.

Customizing a Personal Chart

Instead of going into Settings and Customizations we will leverage the Chart Designer within the Dynamics 365 application. Instead, you can just open a view and click on the Charts panel on the far right.

  1. Click the + plus sign to create a new chart.
  2. Build the chart to your specifications and Save.
  3. The personal chart will be accessible for this view by selecting the chart from the chart selector drop down.

Become a CRM Administrator

For a more formal introduction into becoming a CRM administrator, check out Dynamics 365 University’s CRM Boot Camp for Dynamics 365.