web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Creating checklists wi...
Microsoft Dynamics CRM (Archived)

Creating checklists with charts

(0) ShareShare
ReportReport
Posted on by Cory.Burbidge 140

Hello Folks,

I'm currently trying to find a way for the "service" side to create a checklist of sorts that would show all the items I want on it and be able to tie charts/graphs to it. These steps need to be checked on/off if possible. I am using crm 2013 cloud.

For example:

3 Main Sections:

~01 - On Boarding

---------steps A-ZZ listed below it

~02 - Setup

---------steps A-ZZ listed below it

~03 - Finalization

---------steps A-ZZ listed below it

I would like the graphs or charts to be set for the overall % of completion for each. Keep in mind this is not a sales process and is used by the service, support, marketing departments. I would prefer to have everyone be able to see it. but only those assigned to the individual steps be able to change them.

*This post is locked for comments

I have the same question (0)
  • Cory.Burbidge Profile Picture
    Cory.Burbidge 140 on at

    Anyone?

  • Community Member Profile Picture
    Community Member on at

    You can do this from Advanced find option, you can create your own view and share with team giving them access priviledge according, read, write, append and so on. You can also add chart on it and make a dashbaord. with both view and chart on it and it will keep updating with your current records.

    Thanks

  • Community Member Profile Picture
    Community Member on at

    If the my post helped you please mark my post as the suggested answer.

  • TseiTsei Profile Picture
    TseiTsei 4,585 on at

    Actually you can't just do a checklist in crm. You can't just check some records and made a list.

    You can for example put some "codewords" in the description field and use advanced find to make a list from the records where the description field contains the "codeword".

  • Cory.Burbidge Profile Picture
    Cory.Burbidge 140 on at

    it is my understanding that it can be done in "business Process flows" I just don't know how.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans