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.

1. Build Better CRM Charts
Stefano Tempesta

2. AGENDA
Chart Designer Power BI Portal Solutions

3. Stefano Tempesta
CRMUG Switzerland Chapter Leader

4. Chart Designer

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)