Updates to the Advanced Chart Editor for the XrmToolBox

A set of new features are now available for the Advanced Chart Editor for the XrmToolBox.

You can find an introduction video for the Advanced Chart Editor here.

Here is that we have been working on in the latest release aside from a few bug fixes:

Help text for the properties

Most of the properties now have a tooltip that gives some detail on how this property is used. Properties with help text have a subtle question mark next to them.

Help text for editing charts in Dynamics 365, Dynamics CRM via the chart editor in the XrmToolBox

I’ve tried to include information about value ranges if relevant as well as details on whether or not the property is used in conjunction with other properties.

New options for save and/or publish

There are three new buttons available in the chart manager.

New buttons in the chart editor for Dynamics 365, Dynamics CRM, edit charts with the XrmToolBox

Delete: Deletes the chart.

Save As: Save a copy of the chart. You will prompted for a new name.

There are also two update buttons now. “Update” and “Update & Publish”.

“Update & Publish” is the existing button that both updates the chart and then publishes the entity in Dynamics 365.

The new “Update” button is maybe my favorite addition in this release. When updating user charts, simply click update, and then click refresh in Dynamics 365 to see your updates. Makes the whole process a lot faster. Hope you will take advantage.

Add Annotation Node to the chart XML

We have added an annotation node in the chart XML by default. This makes it easy to enter additional descriptions for the users or simply give your chart some nice corporate branding.

Add annotation nodes, custom text, to charts in Dynamics 365, Dynamics CRM charts with the chart xml editor for the XrmToolBox

More details on how to work with annotations in Dynamics 365 here.

Here’s an example of a chart using the annotation feature

Dynamics CRM, Dynamics 365 chart with annotation text made with the chart editor for the XrmToolBox.

We hope you like this update and would love to hear your comments and suggestions for the tool.

Be sure to also follow the awesome developer for the project, Mohamed Rasheed 

And, as always please sign up for my newsletter and follow me on Twitter.

 

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