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Embedded Charts in Microsoft Dynamics CRM 2015 U1

Microsoft Dynamics CRM has always been a robust platform with myriad functionality. Dynamics CRM 2015 User Release 1 brings plenty of overhauls to the CRM platform. But like other software, the newest release is never perfect. User Release 1, while a great step forward in CRM functionality, has a bug of its own. Embedded Charts no longer appear in sub-grids in regular entities. These charts add a visual representation to the data our users require and their presence makes respective databases much more readable. Here at Beringer Associates, we are committed to facilitating a smooth update to the newest release of CRM. Below I'll show you a simple way to work around this issue while Microsoft works on fixing its bug.

The image below shows an Account in Dynamics CRM 2015. The red arrow shows the embedded chart to the right. The chart represents the information shown to the left in Sales History By Supplier.

Next we have a screenshot of Dynamics CRM 2015 User Release 1. As you can see below, there is no embedded chart. The current workaround is to include an option to see the Views associated with the entity, or Associated Views.

missingEmbeddedChart

After clicking that option, users are brought to an Associated View. This gives them the option to select a Chart pane and have it appear to the right.  This is currently the only way to deal with the lack of embedded charts on your respective form.

associateView

With this work-around, users can see embedded charts in their associated view until Microsoft can implement a fix to this bug.

Thanks for reading! Feel free to check out other blogs I've written as well as other Beringer blogs here.

Beringer Associates is always here to provide expert knowledge in topics like these. Please contact us with any questions you may have.


theProfessor

theProfessor

Rob is the CTO of Beringer Technology Group, and focuses his efforts on software development, cloud engineering, team mentoring and strategic technical direction. Rob has worked with Beringer since 2005, and has influenced every department from Development, Security, Implementation, Support and Sales. Rob graduated with his MBA from Rowan University in 2012, earned his Bachelors of Computer Science in 1997, and is current with several Microsoft technical certifications. Rob is very active, and loves to mountain bike, weight train, cook and hike with his dog pack.