Show Lost and Won Opportunities In A Chart By User/Owner

Just a quick blog on a question asked in dynamics community here : https://community.dynamics.com/crm/f/117/t/293930

Requirement was to show Lost & Won opportunities grouped by a manager in a Bar Chart:
chart2

Try below Steps.

  1. Create a view as below :chart3
  2. Create a chart on that view in opportunity as below:chart
  3.  Save and close & make sure to publish the customisation. Below is the end product.
    chart2

 

Hope this helps!

 

Cheers!

 

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Create a Gantt Chart in MS CRM

Nice blog by crm chart guy – made it look easy and simple.

crm chart guy

Until recently I thought that Gantt charts couldn’t be done in MS Dynamics CRM without turning to some serious development, which I found unfortunate because this is a popular type of chart and users find them easy to read. Turns out you can, and it’s not that difficult to create a simple Gantt Chart in MS CRM.

EDIT regarding CRM2011: This post relies on changing the aggregate of a date field to “min”, which seems to be exclusive for CRM2013. CRM2011 will give you an import error when you make that change to the xml. However, a reader has been kind enough to send me the details of how make it work for CRM2011. In the fetchxml you will need to remove the aggregate=”min” from each of the attributes, and also remove the groupby=”true” along with its corresponding alias in the categorycollection. Thank you Nils for sharing.

In this…

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