Multiple entities in one MS CRM chart

For a complete overview of records owned by a user, it can be beneficial to see the count of leads, opportunities, accounts and contacts next to each other. For example, you can then ask the question; are the amount of opportunities owned appropriate compared to the amount of leads and accounts owned? Out-of the-box, MS … Continue reading Multiple entities in one MS CRM chart

Advanced Campaign Performance Chart in MS CRM

The following out-of-the-box chart for viewing campaign performance in MS CRM is quite inadequate compared to the possibilities. It seems fine at first, but it is only showing the revenue generated by campaigns. However, campaigns in CRM are a lot more advanced and really lends itself to more advanced charts, which bring insight to campaign … Continue reading Advanced Campaign Performance Chart in MS CRM

LabelFormat Cheat Sheet

Formatting the labels on CRM charts can be a little tricky at times. That's why I've created a little cheat sheet, so I can always find a custom formatting option that fits, and copy it in to my CRM chart xml. Jump to the bottom of this post, if you want to go straight to … Continue reading LabelFormat Cheat Sheet

Groupby Business Unit – even when not present (i.e. Activities/Opportunities)

In setups where both Users and Teams own records, it can sometimes be useful to group data by the owning Business Unit, rather than by the Users or Teams individually. Most entities allow you to add an "Owning Business Unit" column in Advanced Find to take care of that, but some do not. Most notably the … Continue reading Groupby Business Unit – even when not present (i.e. Activities/Opportunities)

Groupby on a related entity’s related entity

Are we focusing on the right Accounts and Opportunities? A common question in sales departments. Accounts are often classified in some kind of A, B, C categorization based on their potential value etc. Ideally, that means you sales activity should primarily be related to A accounts and some B accounts. However, a common setup in CRM, is to set … Continue reading Groupby on a related entity’s related entity

Everything ScaleBreak in MS CRM 2011 Charts

Adding a ScaleBreak to charts in CRM can be useful when you have data that varies a lot. For example one column with a very high value, can dwarf the rest so it is impossible to see the details in them. Luckily, MS CRM 2011 allow us to add a ScaleBreakStyle to our chart xml. … Continue reading Everything ScaleBreak in MS CRM 2011 Charts

Removing Axis Titles, Legend and Axis Labels in CRM Charts for MS Dynamics CRM

Update: 5/1/2017: Post updated to support all versions of Dynamics CRM from CRM 2011 to Dynamics 365. Dynamics CRM (or Dynamics 365) Charts come with a lot of information around the chart graphic itself. Often the Axis Titles, Legends or maybe even the labels are redundant. If they are it can make sense to remove … Continue reading Removing Axis Titles, Legend and Axis Labels in CRM Charts for MS Dynamics CRM