It’s likely that the reports and charts you create will also be useful to your
colleagues. Rather than trying to articulate the steps it took for you
to create a chart, you can share the Chart with other users in Microsoft Dynamics
CRM. Typically, a sales manager or other advanced user creates a chart
that will be valuable to other team members. These shared charts allow
users of all computer skill levels to solve business-critical
reporting needs.
In this exercise, you will share a custom chart with another
Microsoft Dynamics CRM user.
Note
SET UP Use the Internet
Explorer web browser to navigate to your Microsoft Dynamics CRM
website, if necessary, before beginning this exercise. You need the
Accounts By State chart you saved in the previous exercise.
-
In the Sales area, click
Accounts.
The Account grid view appears.
-
On the ribbon, click the Charts tab. Then click the Chart Pane button and select Right.
-
In the Chart View list,
select Accounts by State.
The Accounts By State chart you created in the previous
exercise appears.
-
On the Charts tab of the ribbon, in the Collaborate group, click the Share button.
The Who Would You Like To Share The Selected User Chart
With? dialog box appears.
-
Click Add User/Team.
The Look Up Records dialog box appears.
-
In the Look Up
Records dialog box, select a colleague to share the chart
with, click the Add button, and
then click OK.
-
Click OK to exit the Who would you like to share the selected user chart
with? dialog box.
Your chart is now shared with the selected colleague and
will appear in his or her chart list.
