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

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 … Continue reading Funnel Charts Suck and You Shouldn’t Use Them

All things Pie Chart in Dynamics CRM

Somehow I have managed not to write about the Pie Chart in Microsoft Dynamics CRM. What you can do with the pie chart is fairly limited since only one series is supported. However, there are a number of custom properties we can use to tweak the appearance of the pie chart. Custom properties can be … Continue reading All things Pie Chart in Dynamics CRM