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 … Continue reading Crowdsourcing the ultimate Sales Dashboard for Dynamics 365/CRM

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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

N:N Relationship Charts in MS Dynamics CRM

N:N Relationships, or Many-to-Many Relationships, can be a little tricky to get information out of. As an example competitors out-of-the-box have an N:N relationship with opportunities. Let's say we wanted to look at a list of competitors and see how many active opportunities they are currently engaged in. With the chart editor and views, the … Continue reading N:N Relationship Charts in MS Dynamics CRM

Add Percentage Labels to a 100% Stacked Bar chart in MS Dynamics CRM

The 100% stacked bar chart is great to display the relative amounts within a series. However, for some reason the 100% stacked bar chart comes without labels to indicate what the percentage is for each group. You can eyeball it, but that's not very accurate. It is a little tricky to get to the accurate … Continue reading Add Percentage Labels to a 100% Stacked Bar chart in MS Dynamics CRM

Create a Gantt Chart in MS CRM

Until recently I thought that Gantt charts couldn't be done in MS Dynamics CRM without turning to some serious development, which I found unfortunate because this is a popular type of chart and users find them easy to read. Turns out you can, and it's not that difficult to create a simple Gantt Chart in … Continue reading Create a Gantt Chart in MS CRM

Design options for bar charts and Top X bar charts

Here's a couple of design options to improve bar charts, fix some pet peeves of mine, or simply change things up a little. Those pet peeves are truncated labels and always putting the top record on the bottom. Fortunately, both of those can be fixed as seen below. I've also positioned the labels on the … Continue reading Design options for bar charts and Top X bar charts