I heard that you can’t put charts on form in Dynamics 365 unified interface. Is that correct? Tip Jar We’ve received this question from several readers, so I decided to check it out. I did this in Dynamics 365 Online v 9.1. I don’t know if this works in on premise 9.0. Add a subgrid […]
Nasty rumors (and this official page from Microsoft) claim that you cannot create personal charts from Unified Interface. This is not true anymore. From any view in your unified interface model-driven app, click “show chart” then under the more options (…) menu, click “+ new.” This will launch the classic chart builder in a new […]
This post concludes chart week fortnight on CRM Tip of the Day. Thanks to Ulrik for these great tips. It isn’t always obvious where to go in the chart XML to make changes to certain areas. We’ve created this handy cheat sheet so you can see where to go to change what in the chart. […]
One of the silent minorities in business are color blind people. Since dashboards rely on color coding to tell the different series apart, decoding those charts can be challenging for some users. Now, the palette of colors that comes out-of-the-box are generally chosen so people who have a form color blindness will still be able […]
Whenever you have a chart that combine very high and very low values, it can be difficult to assess individual columns. For these situations, you can add a scale break to the chart. Adding a scale break gives you a better view of how the comparative segment are doing against each other, but you will […]
After a brief interruption, we continue the chart week fortnight by Ulrik “CRM Chart Guy” Carlsson. Do you need more descriptions in your charts, or maybe add a little corporate branding, look no further than the Advanced Chart Editor for the XrmToolBox. You can add more text to your charts via a node called annotations. […]
The chart week by Ulrik “CRM Chart Guy” Carlsson continues! Do you think it’s relevant to know if the pipeline for a given sales person is USD 2,878,345.13 or is a simple USD 2.88M in a big font just much quicker to read. The chart XML allow you to modify the number formatting as above […]
The chart week by Ulrik “CRM Chart Guy” Carlsson continues! Let’s be real. Everyone loves Power BI, but did you know that it is mostly because of the fancy colors. Well, your regular old real-time charts, that updates way way faster than a DirectQuery Power BI visual can have fancy Power BI colors too. Open […]
Welcome to chart week! This week on CRM Tip of the Day, Ulrik “CRM Chart Guy” Carlsson brings us a chart tip every day. When you create a pie chart on the est. revenue on opportunities broken down by account, or any other currency field, the pie chart automatically displays the value of the slice […]
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