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Microsoft Dynamics CRM (Archived)

How can I link a specific color to a specific Pipeline Phase?

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Posted on by 270

I have customized the specific colors that I want displayed on a sales pipeline.  It works great as long I have open opportunities in each phase.  The problem occurs when there are no open opportunities in one or more phases.  

I need the final phase to be green, but the system automatically fills the color from the top down.  An okay solution would be finding a way to fill the colors from the bottom up.  The best solution would be assigning specific colors to specific phases.

Thanks!

Here is the section of my current code:

  <presentationdescription>

    <Chart Palette="None" PaletteCustomColors="254,0,0; 1,1,249; 169,101,162; 255,255,0; 2,166,79">

      <Series>

        <Series ShadowOffset="0" IsValueShownAsLabel="True" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" ChartType="Funnel" CustomProperties="FunnelLabelStyle=Outside, FunnelNeckHeight=0, FunnelPointGap=1, FunnelNeckWidth=5 ">

          <SmartLabelStyle Enabled="True" />

        </Series>

      </Series>

      <ChartAreas>

        <ChartArea>

          <Area3DStyle Enable3D="True" />

        </ChartArea>

      </ChartAreas>

      <Legends>

        <Legend Alignment="Center" LegendStyle="Table" Docking="right" IsEquallySpacedItems="True" Font="{0}, 11px" ShadowColor="0, 0, 0, 0" ForeColor="59, 59, 59" />

      </Legends>

      <Titles>

        <Title Alignment="TopLeft" DockingOffset="-3" Font="{0}, 13px" ForeColor="0, 0, 0"></Title>

      </Titles>

    </Chart>

  </presentationdescription>

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I have the same question (0)
  • Gus Gonzalez Profile Picture
    27,113 on at
  • Adam Pasch Profile Picture
    270 on at

    Gus, thank you for the suggestion. Unfortunately, color coding the text wont solve the issue.  What I need is to have specific colors on the pipeline chart.

  • Gus Gonzalez Profile Picture
    27,113 on at

    Adam,

    I understand what you need now...I think you can only do this if you export the chart and make the changes outside of CRM...see this article for more details:

    niiranen.eu/.../turn-the-flat-dynamics-crm-2011-charts-into-3d

    Good Luck!

  • Adam Pasch Profile Picture
    270 on at

    Gus,

    I really appreciate your help.  You are right that the changes have to be made outside of CRM, editing the XML.  I have been able to specify a custom color scheme that only works if there is data to display each pipeline phase.

    <Chart Palette="None" PaletteCustomColors="254,0,0; 1,1,249; 169,101,162; 255,255,0; 2,166,79">

    The problem is that CRM fills the pipeline colors in order.  I am looking for a way to link each color to a specific set of criteria.

    Any additional thoughts are greatly appreciated

  • Norbert Baumann Profile Picture
    5 on at

    Hi Adam

    I'm facing the same issue!

    Have you found any Solutions for this problem?

    Thanks

    Best Regards

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