Microsoft Dynamics® CRM Training

Applying Filters to Charts

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In Microsoft Dynamics CRM, Charts represent the records in an open dataset.

Users can drill down into Charts by clicking a specific section, thus isolating the records that represent that portion of the visualization. However, users can also isolate records though filters, and then refresh the Chart to represent the filtered data.

In this lesson, we demonstrate how to apply filters to Charts, and how to save a filtered dataset as a View.

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