Enhancing Views With Charts in Dynamics 365 CRM

In this video, we'll show you how to use charts in Dynamics 365 CRM to filter data, replacing multiple saved views with a single "All Opportunities" view. By selecting "Opportunity by Status" and clicking on parts of the chart, you can quickly filter records with just one click.
We'll also demonstrate further filtering by territory and rating, and how to use charts for aggregate information like estimated revenue. You can expand charts for a larger view and easily incorporate them into presentations.
Explore the available charts in Dynamics 365 CRM and start using them today to streamline your data filtering and gain quick insights.
Note: There are technically five different Dynamics 365 apps that serve various CRM needs, including Dynamics 365 Sales, Dynamics 365 Customer Service, and more. In some contexts, you may also see these products referred to as “Customer Engagement” or “CE” apps.
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See related playlist here:
Dynamics 365 CRM • Dynamics 365 CE (CRM)
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