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:
The chart control being used in Microsoft Dynamics CRM is the same Microsoft Chart Control found in the Microsoft .NET 3.5 Framework. Charts are related to a Dynamics CRM entity and display data based on views related to the same entity. Charts can display data from both system views and user views. However, System charts cannot be rendered with a user view. The view being used for designing the chart can still be changed to another view when the chart is finally displayed on a dashboard or form.
Creating a chart with Dynamics CRM 2011 allows you to report on data that is provided from a view. Further, there are still more options available in the Chart Designer to further refine the data being visualized.
When charting larger amounts of data, or when trying to focus on top or bottom sections of the data, a filter can be applied to the view by using the Top X Rule or Bottom X Rule parameters. Clicking on either of these toolbar buttons will let the designer pick from default filters or set a custom value. In order to turn the filter options off, click on the Clear Rules toolbar button:
The Microsoft Dynamics CRM SDK specifies that all Custom Entities and the following System Entities all support chart visualizations:
Account |
Activity Pointer |
Appointment |
Bulk Operation |
Campaign |
Campaign Activity |
Campaign Response |
Competitor |
Connection |
Contact |
Contract |
|
Fax |
Goal |
Goal Rollup Query |
Incident |
Invoice |
Invoice Detail |
KbArticle |
Lead |
Letter |
List |
Metric |
Opportunity |
Opportunity Product |
Phone Call |
Price Level |
Product |
Queue Item |
Quote |
Quote Detail |
Recurring Appointment Master |
Report |
Sales Literature |
Sales Order |
Sales Order Detail |
Service |
Service Appointment |
System User |
Task |
Team |
Territory |
UoM Schedule |
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