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.

Getting ready

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:

  1. Navigate to the Customization section in the Settings area of Dynamics CRM. Click on the Customize the System link to open the default solution.
  2. Locate ...

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