You can create queries in Microsoft Dynamics AX CRMto view your company data in different ways. The query functionality is common throughout Microsoft Dynamics AX; however, in the CRMmodule, you can also create queries based on employees, items, or the entire company.

CRMprovides both default data and queries. You can import only the default data and then create your own queries, or you can enter your own data but use the default queries. The default values are located in the Query administrationform ( CRM> Setup> Sales management> Query administration ). To import default values to use in your queries, click the Create default databutton. You can use the default data for both default queries and the queries that you develop yourself.

You can import default queries in the Management statisticsform ( CRM> Periodic> Sales management> Management statistics ). To import default queries, click the Functionsbutton and select Import default query.

By creating queries through the management statistics section in CRM, you can view on a plotted graph both the fields and methods of many tables in Microsoft Dynamics AX.

Before you can start, your system administrator must enter the tables that you want to include in the management statistics queries into the Query administration form. After this configuration is done, and if you have the appropriate permissions, you can create queries.

When you create a query through the management statistics function, select the appropriate field or method and the return value.

You can enter the fields that your administrator has enabled on either the x- or y-axis fields in the Queries form. However, the Y-axis can only contain fields that contain real numbers, while the x-axis can contain any field that you select. By default, the field name is the AOT name, but you can change this name at any time.

The enabled methods are similar to the enabled fields, except that the enabled methods are locked to only appear on the y-axis.

You can set the return value of the query to display the value in different units of measurement, such as total, average, or count.

You can define the x-axis values for your calculations in the Query administration form. (Click CRM> Setup> Sales management> Query administrationand then click the Allowed fieldsbutton.)

In the Allowed fields form, you can select the fields to allow on the x-axis only, the y-axis only, or on both the x- and y- axis.

Fields that will be plotted on the x-axis must be a form of data such as dates, customers and vendors, or employee names. Methods, such as revenue and quotations-won, can only be plotted on the y-axis.