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Dynamics 365 Customer Engagement (CRM) · Aug 9, 2017 · 1 MIN READ

Convert Personal Chart to System Chart in Dynamics 365

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:

 

Carl de Souza
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Carl de Souza Enterprise Architect at Microsoft · AI Technology Expert

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Carl de Souza
KEEP LEARNING. KEEP BUILDING.

Explore AI, agents & Microsoft technology.

I share practical ideas, tutorials, and videos about AI, AI agents, Microsoft technologies, and the Power Platform.