{Quick Tip} Navigate from charts on dashboard to underneath list of records in Dynamics CRM

User Review
0 (0 votes)

Lot of you must have utilized the great Dashboard feature of CRM and charts available on it. There is a great feature available on charts.

Let’s take an example of Out of box Marketing Dashboard in a vanilla CRM:


If you need to get to underlying data, you just need to click the highlighted button:


Once you do it, underlying list will pop open for you, along with Chart available:


Cool, isn’t it?

Hope it helps and Happy CRMing!

If you have and feedback, Please leave in comments. Don’t forget to share on your networks.