Power Query Builder updated – now supports FetchXML to get your Dynamics 365 Views into Power BI

The latest version of the Power Query (M) Builder for the XrmToolBox has been updated and it now supports FetchXML. Used for creating data models for Dynamics 365 in Power BI, the Power Query (M) Builder accelerates the development of the Power Query (M) code, that retrieves the records, change column names and their data …

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Power BI and mixed Team/User Ownership in Dynamics 365

In Dynamics 365 it is easy to assign cases, opportunities, etc. to a Team. This is a very convenient feature and when working with the built-in charts and dashboards, all the charts nicely puts either the team or user name on the legend, depending on what type the owner happens to be. However, Power BI …

Time to expand the scope of the CRM Chart Guy blog

Dynamics 365 has now arrived, and as any other update to the Dynamics CRM/365 product for the past five years, it pretty much contained zero updates to the built-in charting engine. The good news there is that all of my blog posts from the past five years are still valid and I won’t have to …

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 …

Removing Axis Titles, Legend and Axis Labels in CRM Charts for MS Dynamics CRM

Update: 5/1/2017: Post updated to support all versions of Dynamics CRM from CRM 2011 to Dynamics 365. Dynamics CRM (or Dynamics 365) Charts come with a lot of information around the chart graphic itself. Often the Axis Titles, Legends or maybe even the labels are redundant. If they are it can make sense to remove …

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 …

Include records with no value in charts!!!

Update 4/9/2017: Post updated and applies to all versions of Dynamics CRM from CRM 2011 to Dynamics 365. A major limitation, or so I thought, with Microsoft Dynamics CRM charts, is that they can't display data points that are not included in the dataset. Non-existing data could be just as important to the chart and overview …