Microsoft Dynamics® CRM Training
Creating a User Chart
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Creating a User Chart
Hi, and welcome to the Success Portal by xRM.com.
In CRM Online, you can use Charts to display data graphically, thus giving you a visual overview of key information. CRM Online supports two types of Charts: System and User. In this tutorial, we will create and share a User Chart.
These tasks require privileges found in all default Security Roles.
We must first navigate to the list of records for which we want to create the Chart. Let’s create one that displays our Orders by customer in a bar chart format. Navigate to Sales > Orders. We now see the View called “My Orders”.
In the ribbon, click the Charts tab, and then click New Chart.
The Chart Designer opens on the right. This is where we will format our Chart.
In the Legend Entries (Series) field, select “Order” and “Count: All”.
Select “Customer” in the Horizontal (Category) Axis Labels field.
Now, click the current chart type icon next to the Legend Entries (Series) field. Right now it looks like a bar chart but will vary depending on what you have currently selected. Now, click the icon that looks like a bar chart and select “Column”.
Notice that CRM Online has already given this Chart the name “Order by Customer” based on our specifications. We can change this if we want, but let’s leave it as is.
We’ve finished formatting our Chart, so let’s click Save & Close in the ribbon.
We now see our Chart on the right. It looks great and presents us with the information that we need. However, we’re the only User right now that can view it. Say we know that xRM Salesman could benefit from this Chart and we want to share it with him.
In the ribbon, in the Charts tab, click Share.
The Who would you like to share the selected user chart with? dialog opens. In the Common Tasks pane, click Add User/Team.
The Look Up Records dialog opens. We’ll select xRM Salesman, click the Add button, and then click the OK button. The dialog closes.
We can now decide which permissions to give this User regarding this Chart. Let’s check the “Read” and “Share” boxes, and then click the OK button, which closes the dialog.
We have now successfully created and shared a User Chart.
Thanks for watching.