Duplicate Detection Rules Chart in Dynamics 365

I always thought that the duplicate detection rules in Dynamics 365 were a bit of a nuisance. Not because of the rules themselves, but because they are difficult to keep an eye on. The rules will unpublish automatically if you make any configurations to the entity the rule is for. That's fine as long as … Continue reading Duplicate Detection Rules Chart in Dynamics 365

Add Key Figures on Opportunities to Sales 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 on Opportunities to Sales Dashboards in MS Dynamics CRM

Aggregate Total on top of Stacked Column Charts or Bar Charts in MS CRM 2011

Adding an aggregated total to the top of a stacked column chart sounds simple enough. It’s a couple of clicks in Excel. In MS CRM 2011 however, it is a different story. You would have to add an additional series to the chart, which then calculates and displays the total. But Stacked Column charts in … Continue reading Aggregate Total on top of Stacked Column Charts or Bar Charts in MS CRM 2011