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.
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.
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 Explorer dialog showing the Default Solution for Dynamics CRM will open. Navigate through the Entities list and locate the Case entity. Within that entity, select the Charts link to see a listing of the available charts for the Case entity. Click on the New button in the toolbar to create a new chart:
When the new chart dialog appears, specify...