Build Better CRM Charts
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This document discusses building better charts for CRM using Chart Designer, FetchXML, Power BI, and SharePoint integration. It provides an agenda covering chart design, data aggregation, drill down, XML import/export, organization service, and portal solutions. Code examples are given for creating and sharing a chart using the organization service and FetchXML.
Build Better CRM Charts
- 1. Build Better CRM Charts Stefano Tempesta
- 2. AGENDA Chart Designer Power BI Portal Solutions
- 3. Stefano Tempesta CRMUG Switzerland Chapter Leader
- 5. Chart Designer Easy “Excel-style” contextual designer Multiple chart types, series and categories Simple data aggregation (count, min, max) Drill-down on series entries XML Import / Export – Use FetchXML Share within the Organization
- 6. IOrganization Service string dataXml = @"<datadefinition> <fetchcollection> <fetch mapping='logical' aggregate='true'> <entity name='incident'> ... string presentationXml = @"<presentationdescription> <Chart Palette="None"> <Series> <Series ChartType="StackedColumn" /> ... var chart = new SavedQueryVisualization { Name = "Sample Chart", PresentationDescription = presentationXml, DataDescription = dataXml }; service.Create(chart);
- 7. FetchXML <datadefinition> <fetchcollection> <fetch ...> <entity name="account"> <attribute groupby="true" alias="groupby_column" name="industrycode" /> <Chart> <Series> <Series ChartType="Column" /> </Series> <ChartAreas> <ChartArea> <AxisY ...> <AxisX ...>
- 8. Power BI
- 9. Power BI Desktop and Web browser experience Interactive dashboard Sophisticated BI capability and visuals Table relationships Natural language query Data Analysis Expressions (DAX)
- 10. SharePoint
- 11. Portal Solutions SharePoint Integration • Document storage and/or workflows • Records and e-discovery • Entity List
- 12. SharePoint Integration Use Power BI or third-party chart components Native integration with Dynamics 365 Extend charts with additional data Web and mobile ready (Modern SharePoint)
Editor's Notes
- #8: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/customize-dev/sample-charts