I recently came across an issue with a client. I noticed that the Chart Pane in Microsoft Dynamics CRM would not render while in the associated view inside the Account form. While testing I noticed that our CRM had the same issue and it was not isolated to the Account form.
Here’s what we found when dealing with the Chart Pane in associated views.
In our Account form, I navigated to the Contact sub grid and opened the associated view.
When I opened the Chart Pane on the right, the chart available would render properly.
But when doing the same process for the Opportunity sub grid on the same Account form, the Chart Pane does not render. Even though there is an estimated revenue and pipeline position for the associated Opportunity, the Sales Pipeline chart will not populate. None of the charts will render for that view. Nor will any chart render if I change the view to a different Opportunity view.
Same issue occurs when navigating to the associated Case view on the Account form. None of the views will display a chart regardless of the fact that the data in the Case record should populate many of the charts available.
I then tested some other forms and found similar results.
While testing the Contact form’s Recent Cases associated view, no chart renders.
I noticed that the default view in the sub grid settings for the associated views on the Account form that were not working, were both changed to different default views than what is set “out of the box”.
For example, our Recent Opportunities sub grid default view was changed from “Recent Opportunities” view to the “Open Opportunities” view.
Similarly, the Cases sub grid on the Account form was changed from “Recent Cases” to the “All Cases” view for the default view within that sub grid.
BUT – The Recent Cases sub grid on the Contact form default view was NOT changed at all, and still that associated view’s Chart Pane would not render.
I contacted Microsoft to see if this was by design or a bug. They’ve tested internally on “out of the box” default view sub grids and have found the same issue. They are working internally to determine if this is by design or will be rolled out as future functionality. We will post their findings once we have them.
By Jessica Carsten, Dynamics CRM Application Consultant, xRM³. Microsoft Partners focused exclusively on service, support and education for Microsoft Dynamics CRM. San Diego, Southern California. To contact one of our CRM experts, click here.