Question
You are a Dynamics 365 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? To answer, drag the appropriate actions to the correct users. Each action may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Explanation
Step 1: Export the user chart for import as a user chart. A chart the salesperson creates is a personal (user) chart. Exporting it as a user chart keeps it as a personal chart that the salesperson owns and controls, rather than turning it into a system chart, which would need customizer privileges and would be published to the whole organization.
Step 2: Share the chart with the team. Personal charts are visible only to their owner until they are shared. Sharing the chart with the team gives every team member access in one action. Assigning the chart would change its owner rather than give the team access, and exporting to Power BI is not needed to make a model-driven app chart available.
