Content: Part One: How to create the chart? Part Two: How to create the drill-down click?
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· Open your CRM · Go to Settings in the navigation at the left · Select mscrm-addons settings from the navigation· Click on the Dashboard row at the right grid and open it.
Figure 1: mscrm-addons.com settings
CRM 4.0 offers the possibility to start your dashboard directly out of CRM. There are three options.