Chart Functionality

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Posted on by egawel72

Hello all,

I'm relatively new to working with the Dynamics CRM Online and was hoping I could get my questions answered or at least mostly answered.

I'm working on the marketing side of the CRM and am trying to put together a couple of charts based on the marketing stage of a lead (New, MQL[contacted], SQL[ready to convert]). Is it possible to put a chart together that shows me the activities of a lead by their marketing stage? To explain, I want the chart to show how many emails, nurture emails, and how many phone calls were sent/ made to all New, MQL, SQL leads.

I also want to put together another chart that shows leads that lead to revenue. I'm assuming I would do that based off leads/ contacts that turn into opportunities, but is there a way I can set up a query to base my chart off of?

Any help on both or just one of these issues would be greatly appreciated as I've tried to throw these together and I have no clue where else to start or what else to look into. Thanks.

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Red Hodgerson on at

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RE: Chart Functionality

Hi PiB,

This question was originally written when CRM Online was based on CRM 2011. As of the date I'm writing this, CRM Online is based mainly on CRM 2013 but is transitioning to CRM 2015. Context menus no longer work the same way as they did in the CRM 2011 world. I was able to use Fiddler to figure out URL's for specific dashboards in CRM 2013, but unfortunately, when it's inserted into an iFrame in a new dashboard, the embedded dashboard continues shows the loading circle without ever displaying the data. Sorry, but I don't thing this method will work going forward.
Peter Bohn on at

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RE: Chart Functionality

Hi Mike,

thx for that, BUT

is it possible, that the addressable Forms for Dashboards has stopped working?

1) I cant get the URL by your description, cause in the pulldown of the available Dashboards, if i cklick on a Dashboard with the rmb .. the Comes no Menu to select the copy URL.
OK .. no Problem i thougt .. opend the Dashboard and copied the URL, tested it in another Browser/Window .. but this URL will start the Homesite of the CRM :-( ??

Can you test this, if it is a Problem, only for me or if MS changed this in an update?

We are on crm2013 sp1 (6.1.1.132)

THX for your time.

Greets peb
egawel72 on at

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RE: Chart Functionality

Perfect. Thank you to all who helped with this. Very good information and mentoring of a relatively new CRM user. Thanks again!
Michael Hammons on at

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RE: Chart Functionality

You're welcome! :)
Brian Geraghty 2,040 on at

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RE: Chart Functionality

Michael, that's like Genius man! totally stealing that.

thanks for the tip!
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Michael Hammons on at

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RE: Chart Functionality

Hello,

There is a workaround for the Dashboard limitation that works pretty well and is easy to implement. It's what I call a "Dashboard within a Dashboard".

One of the really great design ideas the CRM team came up with is the concept of URL addressable forms. Each form in Microsoft Dynamics CRM is a Web page that is identified by a unique URL address. When you type in that URL, the page will open with the specific form (including Dashboards). We can use this to "embed" a dashboard within a dashboard.

As an example, create your first system dashboard with 4 or 5 charts. Next, create your second dashboard with up to the 6 chart limit. Now, go back to your first chart and add an iFrame as a 5th chart and set the URL to the 2nd Dashboard you already created.

If you want to get the URL of the Dashboard you want to embed. Do the following:

1. On the site map, click Workplace, then click Dashboards.

2. Click the arrow to the right of Dashboards, and then right-click the dashboard you want to access the context menu (Sales Performance).

3. Click Copy a Link (or Email a Link).

4. You can now grab the URL that is specific to that dashboard. Use this URL to add to another dashboard.

Grabbing the URL to the chart.

Ta-da! The dashboard with more than 6 charts!

Hope this helps!
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Brian Geraghty 2,040 on at

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RE: Chart Functionality

Hi Egawel,
Gretchen is correct, I would just add that there are some great options out there in terms of representing your data with a stacked column. I have had great success for many of my clients showing various closed activity types over a certain period of time by multiple categories. In this case, type and owner. This makes it (I won't say easy, but) easier to not only see what's going on in your system, but to share that information with others as well. It kind of gives you a pulse on the goings on of your CRM, and indeed your organization. Let us know if we can be of further assistance. Good luck!

~Brian
GL-23071537-0 on at

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RE: Chart Functionality

Part of looking for an answer is believing it exists! :-)
egawel72 on at

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RE: Chart Functionality

It sounds like those may be the solutions I've been looking for. Reading it now it makes me wonder how I couldn't come up with that myself haha. Thanks, I'll let you know if this works.
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GL-23071537-0 on at

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RE: Chart Functionality

I do not think there is a way to get around this limit.