Add Percentage Labels to Your Charts in Dynamics 365/CRM

Posted on: January 8, 2019 | By: Sarah Hoagland | Microsoft Dynamics CRM

Authored By: John Hinchy

One of the most important features in Microsoft Dynamics 365 Customer Engagement is the ability to use dashboards. These are the visual interpretation of all data used and collected in your Dynamics CRM system. Dashboards are meant to be user friendly, customizable windows that give users the ability to view lots of data quickly at a high level. Whether manager, sales, administrators, or service workers, a well put together dashboard should allow a user to sit down at their desk in the morning, review their dashboard for ten minutes, and have a knowledgeable outlook on the day. In our organization, we like to refer to this as our ‘morning cup of coffee dashboards’.

Out of the box though, some users and administrators do find limitations with the dashboards. If you are using charts, the backbone of most dashboards, there are certain things you cannot do directly within CRM. Charts use XML code in the background, and by updating this code it can give you additional functionality. The thought of updating XML code may sound very daunting to the average user or even experienced admin. The good news is there is a tool within the XRMToolbox that makes this process simple and available for anyone to create.

First you need to download the XRM Toolbox. This is a free software and a collaboration of multiple CRM experts have added tools to this to increase the functionality of CRM (https://www.xrmtoolbox.com/). I would urge you to explore all tools within this software, but today I’m going to use the ‘Advanced Chart Editor’.

To get started, you need to connect your organization to the tool. Click connect – Enter your organization url (copy and paste from your Dynamics browser) – connect and click on the list of plugins. If you do not see Advanced Chart Editor, there will be a button to download more plugins, so you can open a list and add this to your toolbox.

Now in our scenario, we had a request to change the label on a pie chart from the number of records in each slice of the pie, to the percentage each slice consisted of. To do this update we first click on the Load Entities button to pull up a list of entities. This chart has been already built in our CRM system, so we pull up the Opportunity entity and choose the chart we want to update.

Once you have the chart open it will display the XML code that the chart consists of. To update this code through the front end, you can click on the Open Visual Editor button.

Within the Editor, update the four fields shown. Update font type to Verdana, font Size to 20.0, IsValueShownAsLabel to False, and most importantly Label to #Percent. Make sure you save your changes after you update. Click okay, then on the previous screen you will see an Update & Publish button.

Depending on the layout, screen, panel size, and other factors you will need to guess and check on some of the settings, especially font size. For a single window I had to decrease mine closer to 8.0. The good news is it is very quick to save, update and publish so that you can check your chart and make updates until you get it just right.

Once you have it the way you want to keep it, you can close out of the program and leave as is. If you want to save your existing chart and create a new one with the new features, you can use the export and import feature. This is just one of the customizations, but if you look at the documentation within the Chart Editor, you will see that there are many useful features for displaying your data that is not available directly within CRM

If you think that a CRM system is your next best step for your business, contact Logan Consulting your Microsoft Dynamics CRM partner of Chicago.

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