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D365 Customization Barriers and How to Overcome Them: ohya's Practical Diary [#003] ~Graph Axis is All Over the Place!? Restore Readability with XML Editing!~

Hello, this is ohya.
This time, we will introduce the actual steps we took to customize the appearance of Dynamics 365 system graphs, with images.
Even if you just want to make it a little easier to see,It was surprisingly deepis...!!

003. This time's problem: "Difficult to see 3-axis graphs"


This is a three-axis graph created for the sales team, showing "target amount," "actual amount," and "achievement rate."
At first glance, this graph seems useful, butAxis memory is inconsistentAnd it was very difficult to see.

  • Target amount (e.g. 3,000,000 yen)
  • Actual amount (e.g. 1,277,898 yen)
  • Achievement rate (e.g. 43%)

If this continues,It is difficult to compare visually, and users are unhappy with this.....

 Solution: Edit the graph XML directly!

The D365 system graph isExport as a SolutionThen,Customizable by editing the XML file.

 Step-by-step instructions:

1. Export a lightweight solution containing the graph of interest
1-1. Creating a goal solution

Exporting the entire solution will take a long time, so create a new, lightweight solution that contains only the graph of interest.

1-2. Add the necessary components
Open the solution and select "Add Existing" -> "Table".


Search for and add the table that contains the target graph (e.g., Goals).


Open the "Graph" tab and select the graph you want to edit (e.g., target vs. actual results, achievement rate).


Make sure it is set to "1 graph" and add it.
Then export the solution you created and download the ZIP file.

2. Unzip the ZIP file.customizations.xmlopen

3. Search for the XML of the target graph

　
　　
　　　
　　
　
Click the graph you want to edit. <visualization> Find it in the tag and fix it.
Here is the code before the modification.
 

4. Add and adjust axis settings as follows:

🛠️ Fix point 1: Fix the Y-axis scale

This fixes the Y-axis scale for the target amount and actual results, making comparison easier.

Example:

AxisY To Minimum="0" Add

AxisY2 To Minimum="0" Maximum="150" Interval="30" Add (for achievement rate)

🛠️ Correction point 2: Adjust the position of the secondary axis

Original condition:
After fix:

ThisOnly the achievement rate (%) is displayed on the right axis (Secondary axis)This prevents the amount from being mixed up with the actual amount.
Here is the edited code:

🖼️ Before / After Comparison

  • Before: The axes were all messed up and confusing
  • After: The amount and achievement rate are clearly separated, increasing visibility!

✅ Summary

  • The D365 graph isFine-tune with XML editing
  • Just by changing the axis scale and display order,Greatly improved user experience
  • Even if you just want to make it a little easier to see,Surprisingly deep!

To the end

To be honest, I thought, "If I just wanted to tweak the appearance of the graph a bit, it would be done quickly."
But when you actually try it,Setting the axes, display order, and understanding the XML structure take more time than I expected.It was work.

In particular,The achievement rate bar is too small to seeis not solved by simply adding data,The idea of dividing the axiswas needed.

These "slightly strange appearances"A lot of stress for usersThis may be the case.
That is whyAdjusting appearance is also a great part of customizationI realized this through this experience.

最後まで読んでくださり、ありがとうございました。
Stay tuned for the next post!

Person who wrote this article
ohya

Nice to meet you! I'm a newbie who jumped into the IT industry in March 2025 and am still learning. I started with no experience in programming or IT, but I'm working hard every day, valuing the motto of "study every day, grow every day, and be grateful every day." There's a lot I don't understand, but that's also why I enjoy learning so much! I'm aiming to move forward little by little and become an engineer who can be useful to others. I look forward to working with you!

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