In one of many initiatives, we had a requirement to provide a fast skill to customers to provide a month-to-month filter for the data created. Right here is how we solved this downside utilizing a low code manner.
Allow us to take instance of Contact entity.
Navigate to Contact entity and Click on on Present Chart
Create New from right here:
Chart designer can be opened for the consumer, please configure it as under:
On the Contact entity view, Choose the chart Contacts by Created on and see the outcomes:
This manner the month filters can be found to the consumer in an intuitive expertise.
Be aware: On this instance, I’ve used Private charts – you possibly can simply make the most of System charts which might be printed for total organisation too.
Hope it helps and Energy 365ing as typical!
Any downside in Energy Platform or Dynamics 365 – finish consumer, Microsoft associate or a person?
Downside Space – Technical, Purposeful, Coaching, Growth or consulting?
I’m right here to assist, get in contact right here: Click here
