Importing a chart
If you have exported and edited a chart outside of Dynamics CRM, then you will need to import the chart back into Dynamics CRM before you can use it. This recipe includes the steps needed to import a chart back into Dynamics CRM.
The main part of this recipe shows how to import a System chart, and the There's more... section describes how to do the same for a user chart.
In order to export a System chart, you must be logged in as a System Administrator or have the Customizer Security Role.
How to do it...
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.
- Locate ...