Add Label Values to a Chart in Microsoft Dynamics CRM

Charts in Microsoft Dynamics CRM are an easy-to-create analytical tool.  The charts are very powerful; however, the more complex functionality is hidden and difficult to access.  For example, you can create a chart that looks like the one shown below, but what if you want to see the exact amount of time spent for each bar?

 

In the user interface, there is no option to simply turn on the label values.  However, with some simple programming, you have the ability to add in the label values.  We will walk you through the steps below. 

In this example, we are using a system chart.  You can also do this with personal charts; the concepts are the same.

First, open the customization page in CRM and select the chart to which you want to add value labels.

 


Be sure to only highlight the row.  Do not double click to edit the chart.  Click More Actions and then Export Chart.

 

Save the chart on your computer or network where you can find it again.  Then open the file in Notepad.

Search the XML (programming language) for a section that looks like:  <Series ChartType=.

Once you find this line, add IsValueShownAsLabel=”True” to that line like so:

 

Save your changes.

Now we have to import the XML back into CRM.  To do this, click on the More Actions button again and choose Import XML.

Choose the XML file that you just saved.  When it asks, choose to replace the existing chart.  Publish your changes and you’re done.  Your chart will now have value labels, as shown in the chart below.

 

For more complex CRM programming, please contact us at info@toplineresults.com and follow us on Facebook for the latest news. 


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