Charts on Forms, or User/Account Specific Dashboards

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

Charting on Activity Parties in MS Dynamics CRM

The Activity Party entity surfaced a little in the MS CRM blogosphere late last year. First Jukkan wrote this excellent piece “Your Interaction Network in Dynamics CRM” And then Joel Lindstrom and George Doubinski talked a little about the challenges of reporting on the activity parties in episode 14 of the CRM Audio podcast called … Continue reading Charting on Activity Parties in MS Dynamics CRM