Category Archives: CRM2013

Create a chart to compare Actual Revenue from Opportunity and Budgeted Amount from customer

Microsoft Dynamic CRM 2013/2011 provides an easy way to create different types of charts that helps user to analyze their data. We can create multi-series chart to compare multiple values side-by-side. One of our clients required a chart that will compare the Actual Revenue (Opportunity) and Budgeted Amount (Customer) group by month (Actual Close date).… Read More »

Unable to edit an Appointment on the tablet client in Dynamics CRM 2013

We came across an issue with the Tablet Client where for an Appointment Entity, we were unable to see the “Activate” button for the scheduled appointment records. By default the appointment form appeared disabled on the Tablet Client and we could not edit the details until we Activated the record. However, on this form the… Read More »