Export a system chart

Can I do this task?

To create a complex chart, export the chart, edit the chart definition file, and then import it back into Microsoft Dynamics CRM. For more information, see View Data with Visualizations in Microsoft Dynamics CRM SDK.

1. In the Navigation Pane, click Settings.

2. Under Customization, click Customizations.

3. In the Customization area, click Customize the System.

4. Expand the name of the entity that has the chart that you want to export, and then click Charts.

5. Select the chart that you want to export and, on the Actions toolbar, click Actions, and then click Export Chart.

6. To open the exported chart definition file, click Open.

   - OR -

   To save the file, click Save.

7. To import the updated chart definition back into Microsoft Dynamics CRM, under Customize the System, expand the entity to which you want to import the chart, and click Charts. On the Actions toolbar, click Actions, and then click Import Chart.

Related Topics Work with System Charts Insert a chart as a sub-grid in a record form