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Create or edit a system chart

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Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

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

  1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.

    Check your security role

    • Follow the steps in View your user profile..

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Customizations.

  3. Choose Customize the System.

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

  5. 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.

  6. Select a view to use for chart preview.

  7. 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.

  8. Choose Save.

    Note

    In earlier versions of the product you could delete or deactivate system charts. Starting with Dynamics CRM 2015 SP1, you can’t delete or deactivate system charts, however.