PURPOSE How to create or use charts from views when permitted. GENERAL STEPS Open Dynamics 365 in a supported browser or approved app, sign in with the correct work account, and navigate to the relevant app, table, record, view, dashboard, activity, file, or settings area. VERIFY RESULTS Confirm that the record, field, activity, file, view, export, dashboard, owner, or access request appears as expected before closing the task. TROUBLESHOOTING If Dynamics 365 behaves unexpectedly, refresh the page, confirm you are in the correct app and environment, check your permissions, try another supported browser, and capture any error message. BEST PRACTICE Keep records accurate and avoid creating duplicates. CRM data is only useful when it reflects reality instead of office fan fiction.