Microsoft Dynamics CRM 2013 : Create your Charts !

You create your own view but the CRM is prettiest with charts !

Create the chart

First, choose the entity. In my example, I selected the Opportunity entity.

To show all the available charts (System charts), click on "Charts":

You have standard charts in the CRM. For Opportunity, there is a long list !

To create your own chart, click on the button "+":

This the main interface for user when they want to create charts:

The different options are :

• Legend Entries ( Series ) : 
• You can select field from the entity you selected. All the type of field are available

• Choose the aggregate : 
• Sum, Max, Min, etc.. for numeric fields
• Day, month, quarter, year, etc... for date field
• etc...

• Choose the chart's type : 
• Column
• Bar
• Area
• Line
• Pie
• Pipeline

• Top : You can choose to select top reccords based on the field. In the next example, I will choose my top 5 opportunities based on "Est revenue"

• Horizontal ( Category ) Axis Labels : Choose the other value to create the chart
• Description : If you share your chart, it's better to explain what you did ;)

I create a simple chart with all the option available, and this is the result in the main interface of opportunity :

You finish your creation ! But John Smith is interested by the chart, he asked you to share it with  him ! We have to do the same operation like for a view !

Share the chart

To share your chart, click on the button "..." then "Share"

Just read the part of my post where I explain how to share a view ! :)

Now john Smith can see and use this chart :

Hope this post helps you ! :)