Is your “Regarding” field on activities set correctly?

MS Dynamics CRM gives you a plethora of options for setting your activities regarding a specific record. Most companies have guidelines on which entity certain activities should be set to. For example, an often recommended approach is to set activities regarding the opportunity it is about. However, if a sales person simply clicks on the … Continue reading Is your “Regarding” field on activities set correctly?

Create a Gantt Chart in MS CRM

Until recently I thought that Gantt charts couldn't be done in MS Dynamics CRM without turning to some serious development, which I found unfortunate because this is a popular type of chart and users find them easy to read. Turns out you can, and it's not that difficult to create a simple Gantt Chart in … Continue reading Create a Gantt Chart in MS CRM

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

Add insight to your pipeline with Advanced Goal Charts

Update 4/14/17: Post updated to work with all versions, from Dynamics CRM 2011 to Dynamics 365. The goal charts in Dynamics 365/CRM are already quite complex and hold a lot of information. The goal charts are combination of the Column and Point charts and display 4 different series (or Legend Entries). So why would I … Continue reading Add insight to your pipeline with Advanced Goal Charts

Using Custom Colors in Charts

Update 4/7/2017: Post updated and applies to all versions of Dynamics CRM from CRM 2011 to Dynamics 365. At times it can be nice to define you own colors in charts. You may need to use a specific a corporate color scheme, make it easier to tell certain items apart or simply make the chart … Continue reading Using Custom Colors in Charts

Order data based on a linked entity

Update 4/6/2017: Post updated and applies to all versions of Dynamics CRM from CRM 2011 to Dynamics 365. One of my pet peeves about sorting data in charts is, that the proper order for the viewer, may not always be alphabetic or numbers ascending or descending. A prime example of this is Territories. I often see … Continue reading Order data based on a linked entity

Order (or Sort) your charts

Update 4/6/2017: Post updated to apply to all versions of Dynamics CRM from CRM 2011 to Dynamics 365. The Order of which a series is displayed can be a little tricky to work with. If no order is defined in the chart, the chart will display your data according to the sort order defined in the … Continue reading Order (or Sort) your charts

Palettes

Update 4-6-2017: Post updated and applies to all versions of Dynamics CRM from CRM 2011 to Dynamics 365 When creating charts in Dynamics CRM/365, CRM creates a custom palette. However, it is the same custom palette that is being used throughout all your charts. So when you have dashboards with charts displaying data from different … Continue reading Palettes

Axes modifications in Dynamics CRM Charts

Update 4/6-2017: Post applies to all versions of Dynamics CRM from CRM 2011 to Dynamics 365. The axes in the charts are usually fitted properly, but there are situations where it is needed to modify them to bring out a certain point in the data or improve the chart. Luckily we can do a lot with the … Continue reading Axes modifications in Dynamics CRM Charts