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

Aggregate Total on top of Stacked Column Charts or Bar Charts in MS CRM 2011

Adding an aggregated total to the top of a stacked column chart sounds simple enough. It’s a couple of clicks in Excel. In MS CRM 2011 however, it is a different story. You would have to add an additional series to the chart, which then calculates and displays the total. But Stacked Column charts in … Continue reading Aggregate Total on top of Stacked Column Charts or Bar Charts in MS CRM 2011

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

Specify Exact Colors for Each Priority in the Microsoft Dynamics CRM/365 Case Chart

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

Add insight to your pipeline with Advanced Goal Charts

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

Include records with no value in 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!!!

Using Custom Colors 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