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Microsoft Dynamics CRM (Archived)

Create view to count the child records of all parent entities

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Hi there!

I have a custom entity named "Service" and a custom entity called "Type" .

I have N:N relationship between them. I would like to add a chart to my dashboard with all services with their types.

So lets say i have 10 services last month. 5 Interior Car wash type and 5 exterior car wash type. I would like to show them in chart by type.

How is that possible?

Edit: Updated description

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  • Community Member Profile Picture
    on at

    Any ideas?

  • Community Member Profile Picture
    on at

    Hi shak ,

    please post more details, your description is not clear:

    1) we are talking about standard or custom entity?

    2) post a full example

    Thanks

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • Community Member Profile Picture
    on at

    Hi there!

    I have a custom entity named "Service" and a custom entity called "Type" .

    I have N:N relationship between them. I would like to add a chart to my dashboard with all services with their types.

    So lets say i have 10 services last month. 5 Interior Car wash type and 5 exterior car wash type. I would like to show them in chart by type.

    How is that possible?

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi shak,

    it is a simple task.

    Please refer to this site: https://crmchartguy.wordpress.com or search google for "dynamics crm create a chart".

    In few words:

    1) Create a view (Service of this month with Service Type included in columns)

    2) Create a chart based on this view, selecting Service Type field in chart fields

    Please let me know if you solve

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • PekkaSahlsten Profile Picture
    827 on at

    (deleted post)

  • Community Member Profile Picture
    on at

    The problem is that i have N:N relationship. There is no lookup field Service Type , but a sub-grid  with Service Types. Therefore i can do this as you instructed

  • Sindre Wetting Profile Picture
    on at

    This is very similar from, the previous lymentioned, CRM Chart Guy: crmchartguy.wordpress.com/.../nn-relationship-charts-in-ms-dynamics-crm

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