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 … Continue reading Power BI and mixed Team/User Ownership in Dynamics 365

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 … Continue reading Time to expand the scope of the CRM Chart Guy blog

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

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

Charts on Forms, or User/Account Specific Dashboards

Charts don’t just go on dashboards, they can go on the forms too. It’s really just a sub-grid that displays a chart instead, but as this seems to be a heavily underutilized feature in MS Dynamics CRM, maybe I can bring some more focus on it with this post. The primary example where form charts … Continue reading Charts on Forms, or User/Account Specific Dashboards

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

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