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Microsoft Dynamics CRM

Dynamics 365: Using the Charts Pane

By May 2, 2018No Comments

The Charts Pane is available from any View in most Entities, but is often hidden on the side and easy to overlook. This pane provides a quick, high-level view of any single System Chart for that entity.

Expand the Chart Pane:

You can view or change the Chart from the drop down menu:

You can actually drill down into this chart by selecting the data in the chart:

Here, we drilled down into The Marks Group Customer Record, looking specifically at the “Status” field:

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