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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Transfer Charts or eve...
Microsoft Dynamics CRM (Archived)

Transfer Charts or even dashboards to PDF/Word

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Posted on by Max van Alebeek 35

Hi all,

I'm looking for a solution that makes it possible to save a chart, or even better a whole dashboard to a PDF file, or to copy/paste it into Word. I know it's possible to work with reports, but I want a direct solution. Does anybody have any clue how to do this? It's for CRM 2013 on-premise in the first place, but all suggestions are welcome.

Thanks, Max

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  • Suggested answer
    Karth Profile Picture
    Karth on at

    Hi Max,

    You are absolutely right -  You cannot export the charts to PDF or Word in CRM. Some of my customers use the Windows snipping tool to take a screenshot of the charts and this has worked well for them. This may not be the best solution, but the simplest of them. :)

    The other option is to create a report with the Report wizard and once the report is created and displays the chart you want to show on Word, use the "Save" option of the report and save it to word.

    The third option is to build every chart using SSRS. This might be the most expensive option though.

  • Max van Alebeek Profile Picture
    Max van Alebeek 35 on at

    Hi Karth,

    Thanks for your answer. You're also right about the possible solutions. I was hoping to get another one, but had my doubts beforehand. I think we will use the Report Wizzard.

    Max

  • Jenn_STEP Profile Picture
    Jenn_STEP 126 on at

    I've added this to the dybamics ideas page as we need this functionality.  You can vote for it here : experience.dynamics.com/.../

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