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

Order data based on a linked entity

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

Order (or Sort) your charts

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

Palettes

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