Snapshot Charts for CRM, a dashboard creation tool for Microsoft Dynamics CRM v4,  allowing for in-place drill down, customization, and links to the underlying CRM data. The system works via Dynamics CRM's Advanced Find tool, with saved queries representing the source data that forms the foundation of the charts and dashboard.


smart chart

The application supports charting fields from related tables, embedding into external applications such as SharePoint, providing an 'At a Glance' view within CRM forms and full support of the security model of Dynamics CRM. It features chart item click-through and support for all Advanced Find operation

SnapCharts generates a number of chart types, including  area two-dimensional, single series, and multi series, and stacked; two-dimensional bar, single and multi series, and stacked; two- and three-dimensional columnl; two-dimensional column, single and multi series, and stacked; single and multi series line; funnel, pie two dimensional and three dimensional; and two-dimensional donut.

Price: About $1,000 1 to 50 CRM users. Maintenance, 18 percent required in first year. Sikich: (630) 566-8400.

Last modified on Sunday, 16 June 2013
Read 2005 times
Rate this item
(0 votes)
Tagged under
Bob Scott

Bob Scott has been informing and entertaining the mid-market financial software community with his email newsletters for 10 years. And he has been covering this market through print publications for 18 years, first as technology editor of Accounting Today and then as the Editor of Accounting Technology from 1997 through 2009. He has covered the traditional tax and accounting profession during the same time and continues to address that as executive editor of the Progressive Accountant.

Visit other PMG Sites:

Template Settings


For each color, the params below will give default values
Tomato Green Blue Cyan Dark_Red Dark_Blue


Background Color
Text Color


Background Color


Select menu
Google Font
Body Font-size
Body Font-family
PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.
Ok Decline