Convert Personal Chart to System Chart in Dynamics 365

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Users may create personal charts that are so useful they could become system charts. In order to convert a personal chart to a system chart, go through these steps.

First, export the XML of the personal chart by selecting the chart and Export XML:

Next, go to Customizations to the entity and select Import Chart:

Select the XML file that was exported above. Click Import:

Name the chart and click Import:

Publish the customization.

You will now see the chart as a system chart:

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, BI, Web, Cloud and Data Science.

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