Having worked as a business analyst and CRM consultant for over 15 years, I have grown fond of MS Dynamics CRM. Especially the charts feature used for visualizing data in the system.
The focus of this blog is MS Dynamics CRM charts and how to improve them via XML modifications or tricks in the interface. Although this blog contain numerous customizations to the charts xml files, I do not consider myself a developer.
I don’t like charts just for the fancy colors and shapes.
I believe that charts should:
- Emphasize business targets and business processes
- Visualize items that need immediate attention. Be actionable.
- Easy for the user to decode. A good chart shouldn’t need much, if any, explanation
- Be useful as an everyday tool
- Help show us where we are and where we are going
While I am not trying to be a comprehensive resource on charts. This blog is more of a way to share my cheat sheets and overviews with everyone. I hope you enjoy it and find it useful for improving your MS Dynamics CRM charts.
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I live in San Francisco, CA and for my day job I work as a Senior Solution Architect and Readiness Expert for Elev8 Solutions.
If you by chance look to work with someone who has an unusually high interest in KPIs and charts, please contact me via this form, or via Twitter. Follow @crmchartguy
Ulrik B. Carlsson