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Creating Custom Charts ~ Phone Call Duration

Creating Custom Charts ~ Phone Call Duration

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Microsoft Dynamics CRM 2011 has got exciting new features that help you create custom charts in a few clicks while you are accessing your records. You then see the custom chart as you view your records.

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The out of the box entity “phone call” allows us to create a custom chart. The default setting is to show a call duration in minutes. Let’s have look at the how can we create the chart by duration specifying by number of hours.

1. Go to customization è Customize the system

2. Go to Forms

3. Open main form

4. Add fields

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5. Now we have a custom field called “new_durationinhours” and I have kept the display name as “Duration(In Hours)”.

6. Add that field on your form

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7. You will notice we already have Duration field OOTB, where the schema name is “actualdurationinminutes”

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8. Click on the field; select “Change Properties” in the ribbon. Select Event Tab

9. You will the below screen

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10. In the form libraries, Click “Add”. You will see a lookup on web resources

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11. In the bottom, Click “New”

12. Add the required information, as below

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13. Save the record.

14. Add your Jscript code in the Text Editor

15. I have provided the source code below:

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16. Save and publish the record

17. You will automatically be taken to Lookup Screen back, with the name entered for the library

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18. Click Ok. You’re library is added to the form.

19. Now in the Event handlers, Click “Add”.

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20. Once you click add, you will need to mention the function that you’re going to call.

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21. Click OK

22. Save and publish the changes on the form.

23. Now go to Phone call form in customizations (Step 1 - 3)

24. Repeat the steps from (7 – 9)

25. You will see the script library

26. Go to Activities, select Phone call

27. You will Phone call activities listed

28. Create a chart and use that custom field as below in the screen shot.

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With this simple walkthrough I hope I have not only shown you how easy it is to create a customized chart. I hope it will give you ideas for other kinds of customization that will make your implementation of Microsoft Dynamics CRM more powerful and useful.

Cheers,

Apurv Ghai

  • Good one!

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