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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Creating Chart that Co...
Microsoft Dynamics CRM (Archived)

Creating Chart that Counts Total Records in Entity

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Posted on by arminos 87

Is it possible to create a single chart in CRM that will display the total record count from about five different entities?

I have explored a few ways already and the link entities within CRM will not work as there is no relationship between the entities. 

Thank You

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  • Verified answer
    Lucas Blackburn Profile Picture
    Lucas Blackburn on at

    No, not with out of the box CRM functionality since a chart is based on 1 primary entity.  

    If you have the ability to write SQL and SSRS, you can write a query that counts records in your specified entities and use it to populate a chart.  Then, you can put the report in a variety of places.

    The user entity is 1 link between all of the entities in the system for ownership based entities.  If it is acceptable to show records per user, the following articles may help you.  

    community.dynamics.com/.../microsoft-dynamics-crm-record-count-reports

    crmchartguy.wordpress.com/.../multiple-entities-in-one-ms-crm-chart

  • arminos Profile Picture
    arminos 87 on at

    Yeah, I've hit many limitations recently with charts and some with FetchXML. I think integrating SSRS reports on our dashboards will be something I have to start doing.

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