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Create or edit a system chart

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This topic applies to Dynamics 365 Customer Engagement (on-premises). For the Power Apps version of this topic, see: Create a model-driven app system chart

System charts are organization-owned charts and can’t be assigned or shared.

  1. Open solution explorer.

  2. To create or edit a system chart, choose Components > Entities.

  3. Expand the name of the entity, choose Charts, and then on the Actions toolbar, choose New.

    -OR-

    To edit a chart, choose More Actions, and then choose Edit.

  4. Select a view to use for chart preview.

  5. Specify the type of chart, and how the data is displayed in the chart.

    • Choose the chart name to edit it.

    • Select fields for the series and category axes.

    • Add a description to identify the purpose of the chart.

  6. Choose Save.

See also

Create or edit dashboards