Since using the new Excel templates in Microsoft Dynamics CRM 2016, I have found myself “playing” with various charting features in Excel. One of which was to show data as a speedometer style gauge, this proved to be slightly harder than I first expected! I thought I would describe the process here, as once you…
I have recently been publishing a number of posts about how to edit Chart XML and the capabilities of charts within Microsoft Dynamics CRM. This post gives a summary of all of those posts. As I add more posts I will continue to update this page. Show Labels as percentages – Describes how to change…
Continuing my simple series of posts about Microsoft Dynamics CRM charts, I thought this time I would look at column charts. Hopefully you are already familiar with how to export the chart XML, edit and import back. If you are, everything in this post is actually pretty standard easy stuff. An out of the box…
In this post I will continue my series looking at how charts layouts can be customized using XML. If you are new to amending the chart XML please refer to my post on adding percentages on pie charts, as this describes the process to export, edit and re-import chart XML. This time I am going…
Microsoft Dynamics CRM does not offer a Radar chart OOB but it is still possible to use them! Creating a radar chart is a simple matter of a quick change to the chart XML, if you aren’t familiar with how to edit the XML try reviewing this post in which I give an example. Here…
In a previous post I explained how to show percentages on a pie chart, that post included details of how to export a chart, edit the XML and import back into CRM. In this post I will continue that theme by listing some common changes you might think about making to the funnel chart. The OOB default…
Occasionally with Microsoft Dynamics CRM you can create a chart which looks great with your test data but in the real world it just looks rubbish! Often I’ve found the reason comes down to the data. As typically 80% of your data might be represented by a small number of values but the remaining 20%…
In my blog I make posts which relate to areas of CRM I’m currently working with or questions I’ve recently been asked. You might notice I’ve been making quite a few posts related to Unified Service Desk, having recently completed a large USD project. Today I will answer a question someone in my company asked today. They’d recently…
