How to set Set ChartColorPalette.

We have ChartColorPalette property of charts to set different color palettes. If you do not want to specify custom colors for palette, at that time you can use following specified palettes.

The ChartColorPalette represents the palettes to be used for the root Chart object and any Series objects. If no colors are assigned to data points and their associated series, the default colors will be assigned to the data

Normally Chart palette is set to None means No palette is used and specified custom colors for chart. As shown below.

To avoid specifying custom colors you can set palette property values as follows. For that you need to change chart XML file and import that chart again.

Note: if you specify both Palette value(other than None) and PaletteCustomColors then Palette will overwrite PaletteCustomColors.

We have following values to set palette colors.

·         Berry - Palette will use blue and purple shades.

 

    Bright - Palette will use bright colors.

·         BrightPastel - Palette will use bright pastel colors shades.

           Chocolate - Palette will use shades of brown.

·         Earth Tones - Palette will use earth tone colors such as green and brown.

 

           
           Excel - Palette will use Excel-style colors.

·         Fire - Palette will use red, orange and yellow colors.
 
 

·         Gray scale -  Palette will use grayscale colors like shades of black and white.

·         Light - Palette will use light colors.

·         Pastel - Palette will use pastel colors.

·         SeaGreen - Palette will use colors that range from green to blue.

·         SemiTransparent - Palette will use semi-transparent colors.

More to maximizing real estate entity forms

In extension to one of our previous blog, this blog would add more to maximize the real estate on entity forms as well.


If you want to hide the left navigation pane from any of entity form as shown in below screenshot follow below mentioned steps:

1. Click the Form Properties of respective entity form


2. Go to Display tab


3. Uncheck Show navigation items option
 

 

4. Then save and publish your changes

This will give you more real estate on any of your entity forms.


Hope this article helps!

Directions and Routing multiple way-points feature of Maplytics

This blog illustrates the Get Direction and Get Route feature of Maplytics. This is important feature to calculate the route(Direction) of selected address.

Direction: Selecting this option from a particular plotted pushpin, you will get you the driving directions to the selected address from the starting point provided in the Current Location text box.

 
Once clicked on Direction you will see the direction between two address along including visual representation.

The table at the top lists the addresses that you have included when determining the directions from the first address in the list to the last one in the list. You can use the Up/Down buttons to change the waypoints in the directions.

Del button can be used to remove an address from the way point list.

Get Direction button will get the directions as well as update route on the map for the waypoints indicated in the table.

Using the Print button you can print the Directions as well as the adjoining Map.

Add to Route: This option can be selected when you would like to define the waypoints for your route to get the directions for. If you would like to meet multiple customers on the way, you could add each of these records as Waypoints to the table.

The Get Route button would then get the directions that join all the waypoints selected.

For further details on Maplytics you can visit our website http://www.inogic.com/addons_maplytics.htm or you can contact us on crm@inogic.com for more information or trial requests.

Detail Map feature of Maplytics

This blog will demonstrate a very useful feature of our product Maplytics, called “Detail Map”. Through Detail Map you will be able to plot any entity records on the map, search for records within a proximity range from current location, categorize based on attributes for the entity, search for nearby locations, and much more.


Maplytics is a plug and play application made available as Managed solution that can be easily installed and uninstalled without affecting other CRM components. Maplytics is a Geo-Analytics tool designed for Microsoft Dynamics CRM 2011(Online/On-Premise/IFD/Office 365) using the API services provided by Bing maps.

In Detail map, system defined views and user defined views are available for the selected entity type in the Views picklist. The user can choose one of the views, to plot all the records available in that view on the map.

Next feature of Detail map is to search for records within a given proximity value, which can be in Kilometers or Miles as per the user need. This feature allows you to know your customers within a specified range from the current location. This feature truly amplifies the power of Bing maps and is a very useful feature for on-field agents, to get the details of customers in their vicinity on a simple click of a button.

The Next feature allows you to categorize the records based on attributes of the selected entity, the colored pushpins and the legend helps to distinguish as well as categorize the records. Below screen displays the colored pushpins and legend information on the map. This feature helps user to understand his/her customer better and in a more presentable way.

Next but not the last, search nearby feature enhances your Maplytics experience by allowing you to search for airports, hotels, coffee shops , restaurants etc (almost anything) from nearby location. This will be plotted alongside the CRM data with tooltip showing the distance between.

Another feature of Detail map is that the user can save the records plotted as a personal view in the crm or they can export the records in a csv format. The user has the ability to manipulate the saved(csv) data outside of crm and also user can perform all operations that crm provides over the created personal view.

You can also have a road view of the place, which can be very helpful to get the knowhow of roadways around your customer. Below screenshot displays detail map for lead entity with road view.

These are just a list of few features that Detail map provides. Users can combine these features as per their need or requirement. Apart from this one feature Maplytics has many exciting features to offer and we can say that Maplytics truly extends the definition of CRM.

We can guarantee that this will surely help you to organize and understand your data more clearly and will help you to achieve a competitive edge in the market.

For further details on Maplytics you can visit our website http://www.inogic.com/addons_maplytics.htm or you can contact us on crm@inogic.com for more information or trial requests.

Bing Maps for pre Polaris install

Polaris form provide a feature of Bing Maps that shows Map on an Individual entity record. This is a feature available in Polaris but non-Polaris forms do not show such map and Maplytics would help show it. Through Maplytics - individual map feature you will be able to plot any entity record on the Map.

Maplytics is a plug and play application made available as Managed solution that can be easily installed and uninstalled without affecting other CRM components. It is a Geo-Analytics tool designed for Microsoft Dynamics CRM 2011(Online/ On-Premise/ IFD/ Office 365) using the API services provided by Bing maps.

Individual Map provides leverage for you, in knowing your customer better in this competitive world thus truly amplifying the definition of CRM. Below is a record of account entity that is plotted on the Map.

You can also have an aerial view of the place, which can be very helpful to get the know how of vicinity around your customer. Below screenshot displays a record for an account entity with aerial view.

You can drag the pushpin around the map as per your need or requirement. To update a record’s address, you can drag the pushpin to the specified location & click on update. This won’t change the address on the account form but it will surely help you locate your customer more precisely.

Another feature is to search for address from the map; you can type in the address in the text box & click on search. This will plot the address on the map which can also be updated as per your need or requirement.

This is a very small but powerful feature that will help you to know your customers better.

Unlike Polaris form, the map component can be added to any entity form in CRM.

For further details on Maplytics you can visit our website and review the whitepaper at http://www.inogic.com/addons_maplytics.htm or you can contact us at crm@inogic.com for more details on this product.