Exporting a chart

You do not need to create a new solution package to export a chart in Dynamics CRM 2011. However, following proper development standards means that you should have all custom charts included in a separate solution package once they have been customized. This recipe will use the Export Chart command to export charts from the CRM system to our local machine to make further customizations.

Tip

The main part of this recipe shows how to export 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 ...

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