Convert Personal Chart to System Chart in Dynamics 365

Leave a comment

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 is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

carldesouza.comLinkedIn Twitter | YouTube


Leave a Reply

Your email address will not be published. Required fields are marked *