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Share chart

You are a Dynamics 365 for Customer Service developer. A salesperson creates a chart. You need to ensure that the chart is available to all users on the team. Which actions should the salesperson perform?

  1. Share the chart with the team
  2. Export the user chart for import as a user chart

Note:

  1. The question refers that you as a Customer Service Developer, you need to assure that everyone has the chart.
  2. What do you need to ask the Sales person to do? SO the answers are in the context of the Sales Person. Now the answers: 1 – Share the chart with the team – CORRECT as by sharing the chart with a team, all the team members will have access to the chart 2 – Assign the chart to each person on the team – INCORRECT as you can only share with one user or with a all team. In the answer they explicitly refer to each person on the team
  3. Export the user chart to Microsoft Power BI. Import it as a Power BI visualization – INCORRECT – you can only export as a XML (no option to export for Power BI)
  4. Export the user chart for import as a user chart – CORRECT – as a sales person, I can export the chart as XML. Later on, another user can import the XML and the chart will be showed as a Personal Chart
  5. Export the user chart for import as system chart – INCORRECT – only a System Admin can import System Chart

References:

  • No reference

Note: this question and recommended answer given at https://www.examtopics.com/exams/microsoft/mb-200/view/. Recommendation added during the site review and added to the initial content.

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