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 …

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 …

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 …

Compare This Year to Last Year with a Dynamics CRM chart

Comparing sales performance this period vs. the same period last year is a fairly standard metric. However, to create a chart that compares the period this year, with last years in the same date range can be tricky. For example, today is June 21st. I want to see my actual sales for this year to …

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 …

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 …

Multiple entities in one MS CRM chart

For a complete overview of records owned by a user, it can be beneficial to see the count of leads, opportunities, accounts and contacts next to each other. For example, you can then ask the question; are the amount of opportunities owned appropriate compared to the amount of leads and accounts owned? Out-of the-box, MS …

Advanced Campaign Performance Chart in MS CRM

The following out-of-the-box chart for viewing campaign performance in MS CRM is quite inadequate compared to the possibilities. It seems fine at first, but it is only showing the revenue generated by campaigns. However, campaigns in CRM are a lot more advanced and really lends itself to more advanced charts, which bring insight to campaign …

LabelFormat Cheat Sheet

Formatting the labels on CRM charts can be a little tricky at times. That's why I've created a little cheat sheet, so I can always find a custom formatting option that fits, and copy it in to my CRM chart xml. Jump to the bottom of this post, if you want to go straight to …