Charts don’t just go on dashboards, they can go on the forms too. It’s really just a sub-grid that displays a chart instead, but as this seems to be a heavily underutilized feature in MS Dynamics CRM, maybe I can bring some more focus on it with this post. The primary example where form charts … Continue reading Charts on Forms, or User/Account Specific Dashboards
Here’s an issue that can be rather annoying. You want to display activities by week. You set up your chart and have a view that includes data from the last 5 weeks. The only problem is, that a view showing the last 5 weeks doesn't show the last 5 weeks. It is showing you the … Continue reading Display only complete weeks or months in charts
MS Dynamics CRM gives you a plethora of options for setting your activities regarding a specific record. Most companies have guidelines on which entity certain activities should be set to. For example, an often recommended approach is to set activities regarding the opportunity it is about. However, if a sales person simply clicks on the … Continue reading Is your “Regarding” field on activities set correctly?
Until recently I thought that Gantt charts couldn't be done in MS Dynamics CRM without turning to some serious development, which I found unfortunate because this is a popular type of chart and users find them easy to read. Turns out you can, and it's not that difficult to create a simple Gantt Chart in … Continue reading Create a Gantt Chart in MS CRM
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
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)
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