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 … Continue reading Updates to the Advanced Chart Editor for 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 … Continue reading Color options and create a custom color palette for the Chart Editor in the XrmToolBox
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 … Continue reading Edit Charts in the XrmToolBox for Dynamics 365
Update: 5/1/2017: Post updated to support all versions of Dynamics CRM from CRM 2011 to Dynamics 365. Dynamics CRM (or Dynamics 365) Charts come with a lot of information around the chart graphic itself. Often the Axis Titles, Legends or maybe even the labels are redundant. If they are it can make sense to remove … Continue reading Removing Axis Titles, Legend and Axis Labels in CRM Charts for MS Dynamics CRM
Update 4/14/2017: Post updated to apply to all version of Dynamics CRM from CRM 2011 to Dynamics 365. I’ve already written one post about a short-coming of the out-of-the-box Cases By Priority Chart. That post addressed a relatively minor nuisance about how cases with the priority level “Normal”, are colored red, while the “High” priority … Continue reading Specify Exact Colors for Each Priority in the Microsoft Dynamics CRM/365 Case Chart
Update 4/14/17: Post updated to work with all versions, from Dynamics CRM 2011 to Dynamics 365. The goal charts in Dynamics 365/CRM are already quite complex and hold a lot of information. The goal charts are combination of the Column and Point charts and display 4 different series (or Legend Entries). So why would I … Continue reading Add insight to your pipeline with Advanced Goal Charts
Update 4/9/2017: Post updated and applies to all versions of Dynamics CRM from CRM 2011 to Dynamics 365. A major limitation, or so I thought, with Microsoft Dynamics CRM charts, is that they can't display data points that are not included in the dataset. Non-existing data could be just as important to the chart and overview … Continue reading Include records with no value in charts!!!