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 … Continue reading Display only complete weeks or months in charts

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?

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 … Continue reading Multiple entities in one MS CRM chart

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