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CRMUG Summmit 2016 Pre-Conference Academy
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Tuesday, October 11 • 8:00am - 12:00pm
Building Better CRM Charts
Creating charts in CRM is really easy, but going beyond the basics can be frustrating – the GUI chart editor is very limited, and the results are often not the most effective for visualising data and supporting data-driven decision making or exploratory analytics. Not to mention some of the “quirks” that get in the way from time to time.

In this course you will learn some best practices for making better design choices when creating charts in CRM, and how to customise the chart XML to give your data visualisations those finishing touches and professional polish. By working through some fairly standard patterns you will see for yourself how easy it can be to make simple but effective changes to chart layout and formatting in the XML. You will also discover some tips and tricks to deal with some of the quirks (such as eliminating palette shift), and how to “cheat” to create charts that may not seem possible at first (Gantt-style timelines, comparing this year against last year, or “conditional formatting” for example).

avatar for Adam Vero

Adam Vero

MVP, CRM Consultant and Trainer, Meteor IT
I specialise in CRM customisation to match business processes, and data visualisation to enable better business decision making. I am the CRMUG UK Chapter Leader and three-time MVP for Dynamics CRM (now under the heading of "Business Solutions")

Tuesday October 11, 2016 8:00am - 12:00pm EDT
Marriott Waterside Meeting Room 4 (Second Floor)