In part 1 of this 2-part series, I demonstrated how to use the CRM 4.0 Report Writer to create charts that illustrate how your data are distributed across categories. It’s relatively straightforward when you’ve got numeric data that can be “summarized”, but a little less obvious when you don’t.
For example, what if you want a [...]

Charting CRM Data Across Categories
You can use the CRM 4.0 Report Writer to easily build graphical summaries of your Dynamics CRM data across categories: accounts by owner or territory, sales by product or pipeline stage, etc.
In my case, however, this only seemed “easy” once I understood how the report writer works! (funny how often it works like [...]