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Knowledge Creation Laboratory by CRM(xRM)

Customizing Dynamics CRM Radar Chart Graphs

Hello everyone.
This time, I would like to talk about information about graphs in Dynamics CRM.

Predefined Graphs

Dynamics CRM comes with a set of predefined charts.
The main types are columns (stacked, 100% stacked), bars (stacked, 100% stacked), areas (stacked, 100% stacked), lines, circles, funnels, etc.
I have prepared two types of test score data as examples of predefined graphs.
[Comparison by subject using a vertical bar graph]

[Compare total scores and breakdowns using a stacked column graph]

Customizing the graph

You can configure charts using the Chart Designer on the right side of the Dynamics CRM screen. Using this Chart Designer, you can create charts without programming. However, it only supports the chart types listed above.
Did you know that you can actually create graphs other than those mentioned above?
The method XML It involves directly editing a definition file called a file..
Although some programming knowledge is required, it allows you to implement graphs that cannot be achieved with the Graph Designer.

I would like to create a custom graph in the graph section of Dynamics CRM and display it so that I can compare the test score data from earlier using a radar chart.
1. To customize a graph, select the original graph and click "Export Graph"

2. Add or modify the XML file as follows:


{7EF2F9C7-6669-E611-80EF-C4346BC52088}
Radar chart
new_test






































false

3. From the customization screen, select "Import graph"
4. The radar chart is now displayed in the entity view!

In this way, radar charts can be expected to be used for performance management, skill and ability management, human resource management, personnel evaluation management, etc. In addition to radar charts, there are various other types such as [Bubble] and [Stock], so why not consider using them?

*The content of this article is for personal reference only. Please use the content of this article at your own discretion.

Person who wrote this article
Kazuya Tokumoto

After working at Kansai Electric Power System Solutions and Avanade, he moved to Artisan (Arcus Japan).
CRM implementation consultant and systems engineer. A long time ago, a respected boss of mine taught me, "Work hard with the 4Cs = a spirit of service."
Remembering those words, I now believe that change brings opportunity, and creativity brings challenges.
If each of you changes, it will surely bring about opportunities in the future and lead to further growth.
He is a Microsoft Certified Professional and Information Technology Engineer (AP, FE).

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