D365/CRMUG Academy

Stepping up your CRM Chart Game

Tuesday, October 10
1:00 PM - 5:00 PM
Location: Delta Island D located in Delta Island (Level M)

Format: Academy Course
CPE: 4

CRM charts are great for presenting live data visualization in dashboards or using drill-down to explore data from a view. With the graphical chart editor, they are quick and easy to make, but customization options are limited and results are sometimes counterintuitive.

In this course you’ll learn some best practices for designing CRM charts and how to customize the Chart XML in simple ways which make data visualizations more robust and impactful.

Learn how to bring out the best in the Chart UI

Learn how to use chart XML to make charts graphics more readable and useful

Learn ways to change the data analytics by modifying fetch and chart XML

Avni Pandya

Training Consultant

Avni Pandya is a Training Consultant at PowerObjects with over ten years of business experience. She has extensive knowledge in reporting, consulting, implementation, tech support, bug testing, and documentation as well as database training. Previously, she worked as a program administrator for a philanthropic organization where managed the application process and database. She then worked for a small technology company providing CRM solutions, support and training for for small to medium grant making foundations. Each training Avni facilitated was customized to the customer’s specific database need. She continues to use this skill as she offers trainings for PowerObjects’ customers. Avni attended the University of Houston.

Avni conducts several types of trainings depending on a customer’s need. She offers boot camps, “What’s New” webinars with every new release of the technology, “In Focus” videos, and is constantly updating all training materials and content. Currently, Avni facilitates a Dynamics 365 Boot Camp course, a Citizen Developer course, a Business Intelligence course and private customer trainings. These classes include information about Power BI, low or no-code business solutions with Microsoft Flow, PowerApps, and the common data service, advanced Dynamics 365 configuration, SSRS reports, Dynamics 365 and Office 365 out of the box integrations, and much more. The private trainings are built to show the possibilities of Microsoft CRM and Dynamics 365, with a focus on specific customers’ needs. An agenda is configured based on this exploration and discussion with the customer.

Perhaps Avni’s best asset is her bilingual ability—to speak technology and translate it into clear English for anyone who has varying technological familiarity. She has a knack for modifying the technology and the training to create the best possible user experience. She genuinely cares about her trainees and loves to see the lightbulb go off, that “ah-ha” moment. Avni knows that technology’s job is to make lives easier and businesses more efficient; she is dedicated to her educational offerings and those who attend, ensuring a fun, informative, and valuable knowledge transfer.


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