Embed Charts in a CRM Form

While still on the topic of reporting in general and more specifically with regards to reports embedded on the CRM form we should also briefly mention the very powerful out-of-the-box charting option enabled in  CRM 2011.

My previous post comes in handy when you have a reporting or charting requirement that cannot be modelled using the CRM charting overlay on views.

If however your visualization can be achieved through the CRM charts then you can embed this into a form without having to create a custom report as illustrated by the following screenshot:

Presuming that you have already defined the chart view in CRM, the way to achieve the above is very simple. Simply select the "Insert Subgrid" option in the form designer and toggle the Chart Options as shown.