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How to Customize Axis Labels in Dynamics 365 Customer Engagement

Did you know you can change chart labels in Dynamics 365 Customer Engagement (CE) with just one tool?

The built-in designer in CE doesn't allow you to edit labels, meaning you have two options, one risky, and one safe and easy.

The Risky Method:

• Export the solution containing the chart
• Manually edit the XML
• Rezip and re-import the solution

The main issue with this method is that it is prone to human error given its many steps and the complexity of manually tracking everything.

The Safe and Easy Method:

We recommend using the XRM Toolbox's Advanced Chart Editor. It is fast and safe and does not require any XML hacking to get the job done.

Let's take a look at how you can use this tool to edit Axis labels in CE.

What You Need to Start

To complete this process, there are just two prerequisites:

1. You need the XRM Toolbox with the Advanced Chart Editor component installed.
2. You must have security permissions to create and edit charts in your Customer Engagement environment

For this blog, we will use the example of renaming an Axis Label. We will modify the "Top Customers" Opportunity chart and change the X-axis label from "Sum (Est. Revenue) ($)" to "Total Estimated Revenue." 

Editing Axis Labels in Dynamics 365 Customer Engagement in 7 Easy Steps

1. Open and Connect the XRM Toolbox:
   1. Launch the XRM Toolbox
   2. Connect it to your CE environment
      1. Best Practice: Always make changes in Dev first and then promote through your environments
2. Load the Advanced Chart Editor:
   1. Go to the Tools tab
   2. Open the Advanced Chart Editor
3. Select Your Chart:
   1. Click "Load Entities" to fetch all entities
   2. Select "Opportunities"
   3. Choose the "Top Customers" view (no checkbox needed)
   4. Click "Edit Chart"
      
      
4. Access the Visual Editor:
   1. The Chart Editor shows the chart's XML (Important note: Do not edit this!)
   2. Click "Open Visual Editor" for a user-friendly interface
      
5. Update the Label:
   1. Expand "Series" and select the sub-menu
   2. On the right, find the "LegendText" field
   3. Enter "Total Estimated Revenue"
   4. Click "Save" then "Ok"
      
      
6. Publish Changes:
   1. Back in the main window, click "Update and Publish"
7. Verify the Changes in Dynamics 365:
   1. Open the "Top Customers" chart in Dynamics 365 Customer Engagement to confirm your new label update
      

One last pro tip: Be sure to test your changes in non-production environments before deploying to live systems.

That's it! You have now successfully made a quick and safe label update without any XML headaches.

Reach Out to Stoneridge For Tips on Optimizing Your Systems!

Contact our experts today to learn more about how you can customize and optimize your Dynamics 365 Customer Engagement business processes. We are dedicated to helping you maximize your technology investments and get the most out of your solutions!

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