{"id":255,"date":"2013-11-28T09:00:49","date_gmt":"2013-11-28T17:00:49","guid":{"rendered":"https:\/\/regroove.ca\/oh365eh\/?p=255"},"modified":"2023-02-24T20:45:59","modified_gmt":"2023-02-24T20:45:59","slug":"business-intelligence-with-interactive-charts-in-microsoft-dynamics-crm-online-fall-13","status":"publish","type":"post","link":"https:\/\/regroove.ca\/oh365eh\/2013\/11\/28\/business-intelligence-with-interactive-charts-in-microsoft-dynamics-crm-online-fall-13\/","title":{"rendered":"Business Intelligence with Interactive Charts in Microsoft Dynamics CRM Online Fall \u201913"},"content":{"rendered":"

Before the upgrade to Microsoft Dynamics CRM Online Fall \u201913 <\/em><\/strong>I had read that business intelligence<\/em> would be taking a more prominent position in the new design, but I wasn’t quite sure how that would look.<\/p>\n

The pie charts and bar graphs of the past were useful, but often required navigating away from a list\u00a0to a dashboard or to a pop-up to see the data displayed visually. I did not anticipate the level of instant access<\/em> that’s now at our fingertips. With the click of a button the interactive charts<\/em> that have been tucked away on the right-hand side of the screen pop into view.<\/p>\n

Take a look to see what I’m talking about:<\/strong><\/p>\n

\"crm-bi-charts-all\"<\/a><\/p>\n

Note:<\/strong>\u00a0The image above is a compilation of screenshots to illustrate my point.\u00a0Interactive Charts are not\u00a0limited to Activities. They are also\u00a0available for Accounts, Contacts, Leads, and Opportunities.<\/p>\n

In some instances charts were not available OOTB. But do not fret. No deep-end back diving required<\/em>. Like with the Form Editor button I described in my previous post, the ability to\u00a0build your own custom charts <\/em>is right there, yet again available at the click of a button. I’d like you to meet the Chart Designer<\/strong><\/em>, an intuitive little tool that packs a punch.<\/p>\n

.<\/p>\n

\"crm-bi-chart-designer\"<\/a><\/p>\n

I’m glad I’m documenting all these “ohhh ahhh”<\/em> moments, as I’m\u00a0sure I will soon take all this for granted.<\/p>\n

What is your favourite chart in Microsoft Dynamics CRM? What\u00a0sort of business intelligence does it provide you?\u00a0<\/em><\/strong><\/p>\n

If you’re enjoying this journey into the exploration of Microsoft Dynamics CRM Online Fall \u201913, check back for more tips and tidbits.<\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

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