Microsoft Dynamics CRM

{Quick Tip} Navigate from charts on dashboard to underneath list of records in Dynamics CRM

Lot of you must have utilized the great Dashboard feature of CRM and charts available on it. There is a great feature available on charts.

Let’s take an example of Out of box Marketing Dashboard in a vanilla CRM:

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If you need to get to underlying data, you just need to click the highlighted button:

clip_image004

Once you do it, underlying list will pop open for you, along with Chart available:

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Cool, isn’t it?

Hope it helps and Happy CRMing!

If you have and feedback, Please leave in comments. Don’t forget to share on your networks.

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