Charts are new in Microsoft Dynamics CRM 2011. They provides another type of visualization to the end user, and give the end users new analytics and reporting capabilities. Charts are tied to entities; they support out-of-the-box entities and custom entities. CRM comes with charts that all of us can leverage. It also allows us to create custom charts. Charts work with views, filtering, and sub-grids, and we can drill-down on charts.
Microsoft CRM 2011 comes with over 50 system charts for the following entities:
Account
Activity
Article
Campaign
Case
Goal
Lead
Opportunity
Order
We can easily view the system for the above entities by following these steps:
Navigate to the chart area on the ribbon by clicking on Charts.
Click on the Chart Pane button in the Layout group.
Click on Right in the drop-down menu.
Charts can be displayed on the Right or the Top of the grid:
Alternatively, we can click on the Click here to view the chart pane to the right of the grid as shown in the...