Sharing Personal Charts in Dynamics 365

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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:

 

ABOUT CARL DE SOUZA

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

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