Custom Date Formats in Charts in MS Dynamics CRM

I get a lot of questions on how to change the date format on the labels. A common one is changing the week grouping from “Week 35 of 2016” to “Week of Aug 29.” Coming from Europe, I think week numbers are an awesome way of keeping track of the weeks, but like the metric … Continue reading Custom Date Formats in Charts in MS Dynamics CRM

Bubble Charts in Dynamics CRM

I usually stick to the standard chart types in my blog posts, even though Dynamics CRM supports many other types such as radar, polar, error bar and bubble charts. So it is time to venture out a little bit. In this post I will work with the bubble chart and show how to build one … Continue reading Bubble Charts in Dynamics CRM

Compare This Year to Last Year with a Dynamics CRM chart

Comparing sales performance this period vs. the same period last year is a fairly standard metric. However, to create a chart that compares the period this year, with last years in the same date range can be tricky. For example, today is June 21st. I want to see my actual sales for this year to … Continue reading Compare This Year to Last Year with a Dynamics CRM chart

Add Key Figures to Dashboards in MS Dynamics CRM

One of the most common questions for sales dashboards in MS CRM is "can I have a total on that Sales Pipeline funnel chart?" Seems like a fair question, but somehow this not possible. At least not in a manner where the number can be formatted in a way that can be read properly. My … Continue reading Add Key Figures to Dashboards 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

LabelFormat Cheat Sheet

Formatting the labels on CRM charts can be a little tricky at times. That's why I've created a little cheat sheet, so I can always find a custom formatting option that fits, and copy it in to my CRM chart xml. Jump to the bottom of this post, if you want to go straight to … Continue reading LabelFormat Cheat Sheet