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MSCRM - Dashboards

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Posted on by sandeepc

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Hi,All

I need an answer for below questions

When we close an Opportunity as Lost we need to log a reason on why Lost and it needs to be mandatory
I then want we will want to easily pull this information
We need to look at the different status’s of Opportunities in each of the stages and figure out if they are getting updated correctly

Consistent Colors of sales stages in dashboard

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RaviKashyap 55,410 Moderator on at

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RE: MSCRM - Dashboards

You need to select is from the list..the highlighted part in your screenshot...
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sandeepc 5,100 on at

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RE: MSCRM - Dashboards

@ravi how to add that
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sandeepc 5,100 on at

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RE: MSCRM - Dashboards

how to add default value under Type ??? is it possible
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RaviKashyap 55,410 Moderator on at

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RE: MSCRM - Dashboards

Hi,

There is no suppoerted way to add a blank value. I had the same requiremwnt once and i ended up adding a new option value with text as "--Select--" and set it is default. Not a great user experience but worked for my client.

You can try and see if that suits your needs.

Hope this helps.
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sandeepc 5,100 on at

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RE: MSCRM - Dashboards

hi wei jie fun

for 1) i can do that but the req is not to add the new option set as it gives the value for that .
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Alex Fun Wei Jie 33,626 on at

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RE: MSCRM - Dashboards

Hi,

1. ) the best you can do is , add an option set value called empty, and set it to default.

2.) yes, refer to above link, but this is not easy as you have to customize the chart.
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Nithya Gopinath 17,076 on at

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RE: MSCRM - Dashboards

Hi Sandeep,

1. When we close an Opportunity as Lost we need to log a reason on why Lost and it needs to be mandatory.

Create two fields as follows:

Close Status: Option-set field (Won, Lost)

Lost Reason Description: Multiple lines of text

When the Close Status equals Lost, show and make Lost Reason Description as mandatory and if Close Status equals Won, hide and make Lost Reason Description as optional using a Business Rule.

Create a real-time workflow on change of the Close Status field where it checks if the Close Status is Lost and then Perform Action step (Close Opportunity Action) with a default Status reason.

2. Consistent Colors of sales stages in the dashboard

See: http://dynamicscrmcoe.com/apply-custom-colors-dynamics-crm-chart/

Hope this helps.
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Adrian Begovich 1,019 Super User 2025 Season 1 on at

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RE: MSCRM -DASHBOARDS

Hi sandeepc,

There are no supported methods for implementing your first question.

For your second question, you can change the colour of charts using the method in this article.
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sandeepc 5,100 on at

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RE: MSCRM -DASHBOARDS

Hi,Wei ji fun

actualy my question was .

Users are confusing with select options given during close opportunity as below

Is it possible to add an empty option but that should not have an value how can we acheive it

and 2.question is . can i have same color to all the stages

as of now we have dicovery in blue and orrange color but i need disocvery should be blue in all the close,open,lost opportunities

is that possible if yes how?

any naswer suggestions will be marked as verified
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sandeepc 5,100 on at

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RE: MSCRM -DASHBOARDS

it should not be an Business process error message rather just an message. can we add an field and get message