Implementing Microsoft Dynamics 365 Customer Engagement

Personal charts

Personal charts are created by individual users, so these can only be seen by the user who created them, or they can be seen by users with whom they have been shared. To share personal charts, the user should have proper share permissions.

To create a system chart, we can open a solution and navigate to Charts under the entity for which we want to create a chart. In the following screenshot, we can see the high-level steps for creating a chart:

We can select different chart categories from the toolbar section, and then configure vertical and horizontal fields for our chart. Once the chart is created, it can be referenced in ...