Creating a system chart
Many of the entities in Dynamics CRM come with predefined System charts. This recipe will show the reader how to create a new System chart that can be used as a visualization in Dynamics CRM.
Getting ready
This recipe is for users with the Administrator and/or System Customizer security roles. You will need to have access to the Settings area of Dynamics CRM.
How to do it...
Carry out the following steps in order to complete this recipe:
- Navigate to the Customization section in the Settings area of Dynamics CRM. Click on the Customize the System link to open the default solution, as shown in the following screenshot:
- The Solution ...
Get Microsoft Dynamics CRM 2011: Dashboards Cookbook now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
