Update: Add MarkerStyles and Nodes with the Advanced Chart Editor for the XrmToolBox

A few new updates have recently been released for the Advanced Chart Editor for the XrmToolBox. We hope you like them. This blog post details the updates in version 1.2017.8.29. If you are new to the Advanced Chart Editor, check out this blog post. Save button Save button now understands if you are working on …

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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 …

Color options and create a custom color palette for the Chart Editor in the XrmToolBox

The charts in Dynamics 365 supports four different types of colors and 12 different system color palettes, outside of the custom palette that Dynamics 365 uses by default in its charts. In this video I'll go through how to work with those four different types of colors in the Advanced Chart Editor plugin for the …

Edit Charts in the XrmToolBox for Dynamics 365

For the past months I have been collaborating with Mohamed Rasheed on a plugin for the XrmToolBox. We are pleased to announce that it is now available. The plugin, which can be downloaded from the plugins store is called "Advanced Chart Editor" and it lets you modify the chart XML in Dynamics 365 (and Dynamics …

Record Specific Power BI Reports in Dynamics 365 (only one click away)

I recently returned from a trip where I traveled around Europe teaching Business Intelligence and Power BI for Dynamics 365 and finished it off with a number of presentations at eXtreme365 in Lisbon. First of all, a huge thank you to all the people who attended my sessions and all the great questions that followed. …

Prefilter data for Power BI with OData URLs

When you connect Power BI to Dynamics 365, it pulls all the records from the entities that you have selected. That is generally a good thing, but there are situations where that is very inconvenient. Maybe you are dealing with large datasets, or you need to filter what records are available for security purposes. If …

Setup the Data Export Service with a Power BI Solution Template

The Data Export Service is a new and exciting service from Microsoft. It is usually referred to in the context of creating SQL based reports on Dynamics 365 data. However, it is lot more than that and can definitely be leveraged for Power BI as well. I will explore that in this blog post and …

Power BI and mixed Team/User Ownership in Dynamics 365

In Dynamics 365 it is easy to assign cases, opportunities, etc. to a Team. This is a very convenient feature and when working with the built-in charts and dashboards, all the charts nicely puts either the team or user name on the legend, depending on what type the owner happens to be. However, Power BI …

Time to expand the scope of the CRM Chart Guy blog

Dynamics 365 has now arrived, and as any other update to the Dynamics CRM/365 product for the past five years, it pretty much contained zero updates to the built-in charting engine. The good news there is that all of my blog posts from the past five years are still valid and I won’t have to …

Crowdsourcing the ultimate Sales Dashboard for Dynamics 365/CRM

When setting up a new Dynamics 365/CRM trial a few standard dashboards are included. However, I feel they lack something, and those who follow me on Twitter know I occasionally like to make fun of particularly the funnel chart. So here's a hopefully improved version, that you can use, either in your organization or simply …