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How to get data displayed on charts

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Posted on by EmployeeOcta

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Hello Team,

Would be appreciable if some clues can be given to me.

I need to show activities data for two accounts.

These two accounts in turn contains associated contacts.

Customer (Account/Contact) can be added on opportunity ,

Opporunities have services/products.

All the activities performed across the above things like Account/contact etc shall be displayed on a dashboard.

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Leah Ju Microsoft Employee on at

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How to get data displayed on charts

Hi partner,

Has the issue been resolved?

Have there been any updates? Please feel free to ask me any questions you may have!
If it has been resolved, can you mark the response as an answer?
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Leah Ju Microsoft Employee on at

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How to get data displayed on charts

Hi Partner,

Where are you trying to display data from multiple entities at once?

In a chart? or in a dashboard?

1.Chart

OOB chart feature can support it, you need do some customizations on the chart。

The following links can help you a lot, to know how to customize chart to show data across multiple entities.

https://crmchartguy.wordpress.com/2014/02/24/multiple-entities-in-one-ms-crm-chart/

https://crmchartguy.wordpress.com/2013/05/27/groupby-on-a-related-entitys-related-entity/

2.Dashboard:

You can easily get data from multiple entities and show them as view or chart separately in the one dashboard.

https://www.marksgroup.net/blog/dynamics-365-use-dashboards-to-access-multiple-entities-simultaneously/
Just like this:

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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