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Creating Custom Charts RRS feed

  • Question

  • I see that some people when creating charts have the option to add additional series or category. When I try to create a chart these options are no where to be found.I have included a link below that shows what I am talking about. I also checked to make sure I have the most recent roll ups which I do. But I still don't have these options. Is there a way to fix this, or what am I doing wrong?

    Thanks!

    Trevor

    http://gotcrm.blogspot.com/2011/10/2-series-chart-with-crm-2011.html

    Friday, January 25, 2013 2:48 PM

Answers

  • 5.0.9688.583 is "RTM" = CRM with no rollups of any kind. Which would explain why you have the "out of the box" experience of charts limited to a single series, rather than the ability to add more than one, which was added with UR5

    You have only UR8 for your Outlook client, not UR11 or (very recent) UR12. Not required for the functionality you are after, but you are definitely not on the most recent.

    This wiki is generally more up to date than the article you linked, by the way, although for such an old version, both are correct:

    http://social.technet.microsoft.com/wiki/contents/articles/8062.crm-2011-build-and-version-numbers.aspx


    Hope this helps.
    Adam Vero, Microsoft Certified Trainer | Microsoft Community Contributor 2011
    Blog: Getting IT Right


    • Edited by Adam Vero Monday, January 28, 2013 3:41 PM added wiki link
    • Marked as answer by KawasakiRider03 Monday, January 28, 2013 4:08 PM
    Monday, January 28, 2013 3:38 PM

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