{"id":40816,"date":"2025-04-02T12:36:03","date_gmt":"2025-04-02T07:06:03","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=40816"},"modified":"2025-04-17T12:40:27","modified_gmt":"2025-04-17T07:10:27","slug":"enhance-your-data-visualizations-with-copilot","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2025\/04\/enhance-your-data-visualizations-with-copilot\/","title":{"rendered":"Enhance Your Data Visualizations with Copilot"},"content":{"rendered":"

\"Data<\/p>\n

Imagine having a way to instantly turn raw data into clear, insightful visuals without the hassle of manually gathering and updating information. As a Data Analyst, you know how challenging and time-consuming it can be to pull data from multiple CRM records, create reports, and keep charts updated whenever data changes.<\/p>\n

But now, Microsoft Dynamics 365 has completely transformed this process with the new “Visualize”<\/strong> feature. With just a click, Copilot<\/a> automatically generates a dynamic chart based on the selected columns and views of your entities or tables. No more manual adjustments\u2014these charts update instantly to reflect your data, providing you with a clear and organized view.<\/p>\n

What\u2019s even better is the AI-generated explanation that comes with each chart. It helps you understand why a specific chart type was chosen and gives you insights into changes and performance, making your data analysis more meaningful.<\/p>\n

You can easily customize your visuals too\u2014switch between Pie Charts, Column Charts, Donut Charts, and more. You can even select specific columns or record statuses for a more focused view. This seamless integration with Microsoft 365 CRM simplifies the way you analyze and present customer data, saving you time and delivering accurate, actionable insights.<\/p>\n

Say goodbye to tedious data analysis and hello to smarter, faster reporting with the Visualize feature in Dynamics 365!<\/em><\/p>\n

Let\u2019s see how to set the configuration<\/strong><\/p>\n

By default, the \u201cAllow AI to generate charts to visualize the data in a view\u201d feature is set on \u201cAuto Mode\u201d, so you can see the Visualize button on the entity grid in CRM.<\/p>\n

To enable the setting, turn on the \u201cAllow AI to generate charts to visualize the data in a view\u201d setting.<\/p>\n

Follow the below steps to enable \u201cAllow AI to generate charts to visualize the data in a view\u201d setting:<\/p>\n