Sharing Personal Charts in Dynamics 365

Leave a comment

When you create personal charts, you can share them with other users.

To do this, first ensure the user is assigned a security role with the User Chart set. Open the security role and go to Core Records. For User Chart, select the required permissions, i.e. create, read, write, and especially share:

Now, we will create a personal chart. Select the ellipse and Share:

Assign the chart permissions.  You can give the user or team read access, write (to modify the change), delete (to remove the chart), append, assign and share (with other users):

Now, logging in as Christa Geller above, we can see this chart appears in her Personal charts:

 

You can also export and import charts as a way of sharing them. Select the chart you would like to export and select Export:

This will export the chart xml:

You can then select Import and the

Enter the name:

The chart is now imported:

 

THANKS FOR READING. BEFORE YOU LEAVE, I NEED YOUR HELP.
 

I AM SPENDING MORE TIME THESE DAYS CREATING YOUTUBE VIDEOS TO HELP PEOPLE LEARN THE MICROSOFT POWER PLATFORM.

IF YOU WOULD LIKE TO SEE HOW I BUILD APPS, OR FIND SOMETHING USEFUL READING MY BLOG, I WOULD REALLY APPRECIATE YOU SUBSCRIBING TO MY YOUTUBE CHANNEL.

THANK YOU, AND LET'S KEEP LEARNING TOGETHER.

CARL

https://www.youtube.com/carldesouza

 

ABOUT CARL DE SOUZA

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Your email address will not be published.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 *