Duplicate Detection Rules Chart in Dynamics 365

I always thought that the duplicate detection rules in Dynamics 365 were a bit of a nuisance. Not because of the rules themselves, but because they are difficult to keep an eye on. The rules will unpublish automatically if you make any configurations to the entity the rule is for. That's fine as long as …

Use the FetchXML Builder to help create charts in Dynamics 365

When creating charts for Dynamics 365, the Advanced Chart Editor in the XrmToolBox can handle most of the presentation and formatting of the chart. The work with the data happens in the fetch part of the chart XML, which still needs to be edited manually. Especially if you create charts that utilize relationships and N:N …

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 …

Updates to the Advanced Chart Editor for the XrmToolBox

A set of new features are now available for the Advanced Chart Editor for the XrmToolBox. You can find an introduction video for the Advanced Chart Editor here. Here is that we have been working on in the latest release aside from a few bug fixes: Help text for the properties Most of the properties …

Color options and create a custom color palette for the Chart Editor in the XrmToolBox

The charts in Dynamics 365 supports four different types of colors and 12 different system color palettes, outside of the custom palette that Dynamics 365 uses by default in its charts. In this video I'll go through how to work with those four different types of colors in the Advanced Chart Editor plugin for the …

Edit Charts in the XrmToolBox for Dynamics 365

For the past months I have been collaborating with Mohamed Rasheed on a plugin for the XrmToolBox. We are pleased to announce that it is now available. The plugin, which can be downloaded from the plugins store is called "Advanced Chart Editor" and it lets you modify the chart XML in Dynamics 365 (and Dynamics …

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 …

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 …