Microsoft Dynamics® CRM Training
Deleting System Charts
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In Microsoft Dynamics CRM, Charts help users visualize data. A number of out-of-the-box System Charts come with various entities. While they can be quite useful, especially when familiarizing yourself with Dynamics CRM, you may eventually find that not every default System Chart is applicable to your needs.
In this lesson, I’ll demonstrate how to safely remove a System Chart so that it is not permanently deleted. This task requires a Security Role of System Administrator, System Customizer, or equivalent privileges.
First, If I navigate to Workplace > Sales > Opportunities, and then open the Chart pane, I see a number of System Charts in the dropdown. I want to clean this list up by clearing it of Charts I never use, but I do not want to delete any of them permanently.
To do this, I navigate to Settings > Customization > Customizations, and then click Customize the System. The Solution window opens for the Default Solution. The Charts I want to remove are in the Opportunity entity, so, in the navigation pane, I’ll navigate to Components > Entities > Opportunities, and then click Charts.
I now see a list of System Charts for this entity. Say I have no need for “Deals Won vs. Deals Lost By Fiscal Period”. Remember, I want to remove this Chart, not permanently delete it. There is no “remove” or “disable” button, but there is a workaround. I can select the Chart, and click More Actions and select “Export Chart”. What I am doing, is saving the Chart locally as an XML file before deleting it. That way, if I end up needing this chart, I can always import it back into the organization.
After I’ve saved the Chart to the desired location, I can click the delete icon. The Confirm Deletion dialog opens where I click the OK button. The Chart has now been deleted, and I don’t have to publish the entity. I can verify this by navigating back to the Opportunity entity and checking the System Charts.
Sure enough, there is no longer the “Deals Won vs. Deals Lost By Fiscal Period” view, but I haven’t permanently lost the Chart since I can import it later.
For more tips, tricks, and tutorials, please refer to the Success Portal or our xRM.com blog.