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Microsoft Dynamics CRM (Archived)

How to get multiple entity records to create a Dashboard Chart

Posted on by Microsoft Employee

I want to create a funnel chart showing Lead and Opportunity data.

Is there any simple way to achieve this?

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to get multiple entity records to create a Dashboard Chart

    You could try using Goals, as described in more detail here:
    https://community.dynamics.com/crm/f/117/p/161973/392186#392186

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