Problem: I want to create a chart that presents a view of my Opportunity pipeline value by the industry associated to the Account?
Solution Options:
2 options are available:
Export to excel including my releated field from the account entity
Utilise standard charts in CRM to create the report
I am going to focus on option 2 and how you can create a chart on the opportunity that pulls in data from a related entity being the account on the opportunity, its quite simple.
Open up your...(read more)![]()
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