Update 4/14/2017: Post updated to apply to all version of Dynamics CRM from CRM 2011 to Dynamics 365. I’ve already written one post about a short-coming of the out-of-the-box Cases By Priority Chart. That post addressed a relatively minor nuisance about how cases with the priority level “Normal”, are colored red, while the “High” priority … Continue reading Specify Exact Colors for Each Priority in the Microsoft Dynamics CRM/365 Case Chart
Update 4/14/17: Post updated to work with all versions, from Dynamics CRM 2011 to Dynamics 365. The goal charts in Dynamics 365/CRM are already quite complex and hold a lot of information. The goal charts are combination of the Column and Point charts and display 4 different series (or Legend Entries). So why would I … Continue reading Add insight to your pipeline with Advanced Goal Charts
Update 4/9/2017: Post updated and applies to all versions of Dynamics CRM from CRM 2011 to Dynamics 365. A major limitation, or so I thought, with Microsoft Dynamics CRM charts, is that they can't display data points that are not included in the dataset. Non-existing data could be just as important to the chart and overview … Continue reading Include records with no value in charts!!!
Update 4/7/2017: Post updated and applies to all versions of Dynamics CRM from CRM 2011 to Dynamics 365. At times it can be nice to define you own colors in charts. You may need to use a specific a corporate color scheme, make it easier to tell certain items apart or simply make the chart … Continue reading Using Custom Colors in Charts
Update 4/6/2017: Post updated and applies to all versions of Dynamics CRM from CRM 2011 to Dynamics 365. One of my pet peeves about sorting data in charts is, that the proper order for the viewer, may not always be alphabetic or numbers ascending or descending. A prime example of this is Territories. I often see … Continue reading Order data based on a linked entity
Update 4/6/2017: Post updated to apply to all versions of Dynamics CRM from CRM 2011 to Dynamics 365. The Order of which a series is displayed can be a little tricky to work with. If no order is defined in the chart, the chart will display your data according to the sort order defined in the … Continue reading Order (or Sort) your charts
Update 4-6-2017: Post updated and applies to all versions of Dynamics CRM from CRM 2011 to Dynamics 365 When creating charts in Dynamics CRM/365, CRM creates a custom palette. However, it is the same custom palette that is being used throughout all your charts. So when you have dashboards with charts displaying data from different … Continue reading Palettes