Creating charts in Dynamics CRM is not limited to only the Administrator and System Customizer security roles. Standard users of Dynamics CRM can also create User charts that are managed and viewed by the individual user. This recipe shows how a standard user can create a User chart.
In order for a non-admin user to create a User chart, they will need to have the User chart security privilege as part of their assigned CRM Security Role. Refer to the There's more… section of this recipe for further details.
Carry out the following steps in order to complete this recipe:
Start by navigating to the Cases section in the Service area of Dynamics CRM. You will see case records in the My Active Cases view. Now, along the top ribbon toolbar, click on the Charts tab, as shown in the following screenshot:
From the ribbon, click the New Chart button. A new tab will open on the ribbon, named Chart Tools Design. The Chart Designer will also appear on the...