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Microsoft Dynamics CRM (Archived)

How to delete personal Charts

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Posted on by 95

I can't figure out where in CRM to delete my personal Charts. I've checked in the Advanced Find and in the Chart designer and nothing. Any advice?

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  • Mahadeo Matre Profile Picture
    17,021 on at

    Hi,

    To delete charts, you need to delete from Entity Customization.

    Settings --> Customization --> Customize the system

    then select entity where chart is and from charts menu remove chart, save and publish your customization..

  • MsJbJames Profile Picture
    95 on at

    That only deletes the system charts. I need to delete my personal charts. The ones only I see under My Charts

  • Suggested answer
    Mahadeo Matre Profile Picture
    17,021 on at

    I think from user interface it is not possible, but using SDK you can delete personal charts.

    Charts are stored in "userqueryvisualization" entity, you can use this entity in SDK to get and delete personal charts.

  • Suggested answer
    Aric Levin - MVP Profile Picture
    30,190 Moderator on at

    Go to the entity view where you created the chart, and expand the charts area. Select the chart that you want to delete and click on the ...

    From there choose the option "Delete Chart"

    deletechart.png

    Hope this helps

  • RaviKashyap Profile Picture
    55,410 Moderator on at

    +1 for Aric's response.

    You will get the option to delete the chart when you create it from the more option (3 dots..) see above screenshot.

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