It’s Friday afternoon and the management asked you to create a quick chart illustrating your team’s bug handling pipeline. Easy-peasy. Step 1 – extract data from the Squash-A-Bug system Status Count New 4268 Under Review 1921 Planned 516 Completed 229 Step 2 – visualize it as a small dashboard: That…. does not… look… good… (tried […]
Another gem from Scott Sewell: If you edit the FetchXML query of a view, you can change the view query to an outer join, enabling you to see records “not in,” or records that do not have a relationship. When you do this, the view is available from within CRM, but cannot be selected for […]
When you use Business Process Flow, the stages are categorized using the stage category option set. The categorization allows you to have standard process stage categories across multiple processes. While your various process flows may have stages with different names, the stage category provides consistency between process flows and allows you to chart opportunities with […]
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