You are a Dynamics 365 Customer Service developer. A salesperson creates a chart. You need to ensure that the chart is available to all users on the team. What should you do?

The correct answer is A. Share the chart with the team. In Dynamics 365, user-created charts are personal by default. Sharing the chart directly with the team is the most efficient way to make it available to all team members without changing ownership. Assigning it to each person individually (B) is unnecessarily time-consuming…

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Question

You are a Dynamics 365 Customer Service developer. A salesperson creates a chart. You need to ensure that the chart is available to all users on the team. What should you do?

Options

AShare the chart with the team.
BAssign the chart to each person on the team.
CExport the user chart to Power BI. Import the chart as a Power BI visualization.
DExport the user chart for import as a user chart.

How the community answered

(40 responses)

A
95% (38)
B
3% (1)
C
3% (1)

Explanation

In Dynamics 365, user-created charts are personal by default. Sharing the chart directly with the team is the most efficient way to make it available to all team members without changing ownership. Assigning it to each person individually (B) is unnecessarily time-consuming. Exporting to Power BI (C) is an overly complex solution that changes the tool entirely. Exporting as a user chart (D) would still result in a personal chart for whoever imports it, not a team-wide resource.

Topics

#Charts#Sharing#Dataverse#Access Control

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