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 …

Use the FetchXML Builder to help create charts in Dynamics 365

When creating charts for Dynamics 365, the Advanced Chart Editor in the XrmToolBox can handle most of the presentation and formatting of the chart. The work with the data happens in the fetch part of the chart XML, which still needs to be edited manually. Especially if you create charts that utilize relationships and N:N …

Chart your Security Roles in Dynamics 365

Sometimes it can be a little difficult to get a quick overview of who has got what security role in Dynamics 365. You either need to view the roles for each user manually, run one of the reports, or use a tool from the XrmToolBox. However, charts can also be used to get a quick …

Edit Charts in the XrmToolBox for Dynamics 365

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 …

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 …

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 …

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 …

Funnel Charts Suck and You Shouldn’t Use Them

There are a lot wrong with funnel charts. And I am talking funnel charts in general - not just specific to Dynamics CRM. Here are some of the issues I have with funnel charts: The size of the sections do not correspond with the values The "funnel analogy" is incorrect You can't easily compare the …

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 …

Display only complete weeks or months in charts

Here’s an issue that can be rather annoying. You want to display activities by week. You set up your chart and have a view that includes data from the last 5 weeks. The only problem is, that a view showing the last 5 weeks doesn't show the last 5 weeks. It is showing you the …