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 … Continue reading Crowdsourcing the ultimate Sales Dashboard for Dynamics 365/CRM

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

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