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Track your progress with charts

  • 2 minutes to read
  • Contributors
    • mduelae

Applies to Dynamics 365 (online), version 9.x

Charts on the Unified Interface framework, give you a quick view of how you’re tracking to your goals. They’re interactive, so you can tap an area of a chart to get more info.

  • Select once on a chart section to see a tooltip that provides quick info about that area of the chart.

  • Select again on the same section to see a grid view with more details about the data in the chart.

  • To expand a chart, from the charts Home page grid, choose the Expand Chart Expand chart view button.

  • To view records in chart or refresh the chart, choose More commands and then choose an action: Refresh or View Records.

    Dynamics 365 for phones and tablets expand and table view of a chart

    Record view of chart

Two dimensions charts like Line, Bar, Column, and Area support zooming. Single dimension charts like, Funnel, Doughnut, Pie, and Tag chart don’t support zooming.

Dynamics 365 for phones how to zoom

Change the chart view

Changing the chart view shows you a different breakdown of your data, such as opportunities opened within a specific time period. You can change a chart view by selecting the View selector on the Grid page.

Dynamics 365 for phones and tablets change a chart view

For example, choose "All Opportunities", then select a different view, both chart and grid will get refreshed.