Wednesday, October 9, 2013

Do you know CRM 2013 allows you to design Charts based on Stage Category (Process Stage) ?

Today I came across a requirement of creating CRM Charts based on CRM 2013 Business Process - Stage Category information.

CRM Business Process does not provide a streamlined user experience that leads people through the processes their organization has defined, it also opens up the option of better tracking and segmenting of data based on Stage Category.

Stage Category details of each record can be displayed in CRM View and there by can be used in CRM charts for better analysis and insight.

Below is the example of CRM View and Chart "Opportunity by Stage Category"

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