I’ve been playing with some of the new sub grid and chart features in CRM and was able to configure something quite cool, we can now embed a visualisation on the CRM form right next to the data entry fields to provide instant visibility of key data.
In my example I wanted the Opportunity Pipeline for an Account to be displayed whenever I look at an Account record and this is what I was able to configure, no code required:
I made use of a few new features to get to this end result:
- Display sub grids on CRM forms
- Display field labels above fields (gives me more real estate across the page)
- Display sub grids with a chart
- Hide the sub grid, display only the chart
Very, very cool! I’m going to have fun designing solutions on 2011, that’s for sure!