An Introduction to Charts in Dynamics 365

Top tips for understanding your data

This week it’s all about using and building charts to explore your data and build reports – here’s a 2 minute video, in it we cover:

1. Opening and viewing charts
2. Chart drill down
3. The link between views and charts

AMS Club – Dynamics Sales

You can browse each lesson here, or follow the course in our recommended order below

1. Charts 101
2. Charts… just the way you want them
3. Views and Personal Views… build your own ad-hoc reports
4. Dashboards – View Records to explode into chart and view mode
5. Dynamics 365 – Open Recordset = Fast navigation of lists
6. Recent and Pinned… a reminder of these helpful features
7. Advanced List Filtering – Child records, AND and OR
8. Hierarchical data e.g. HQ plus branches…and more
9. How to search for records using advanced filters
10. Merging Records – keeping on top of data quality
11. Oops, cleared a lookup field by mistake? Here’s what to do
12. Marketing Lists and Quick Campaigns – Part 1 Marketing Lists
13. Marketing Lists and Campaigns – Part 2 Email Templates and Quick Campaigns
14. Dynamics 365 – Creating/Modifying System Views
15. Remove Unimportant Emails From Dynamics – CRM Tidy
16. Using Focused View in Dynamics 365 Sales
17. How to add Products in Dynamics 365
18. How to Manage Products in Dynamics 365

If you know a colleague who’d be interested in these videos, let us know at club@allmysystems.co.uk