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

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

Specify Exact Colors for Each Priority in the Microsoft Dynamics CRM/365 Case Chart

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