Merge branch 'master' into wimcoor-createfirstapp

Author: tapanm-MSFT

powerapps-docs/developer/model-driven-apps/actions-dashboards.md

@@ -2,7 +2,7 @@
 title: "Actions on dashboards (model-driven apps) | Microsoft Docs" # Intent and product brand in a unique string of 43-59 chars including spaces"
 description: "Learn about performing actions such as create, retrieve, update, or delete, on organization-owned and user-owned dashboards." # 115-145 characters including spaces. This abstract displays in the search result."
 keywords: ""
-ms.date: 10/31/2018
+ms.date: 04/15/2021
 ms.service: powerapps
 ms.topic: article
 ms.assetid: 339eb79d-5dec-885b-496f-bfa26e9cae08
@@ -19,47 +19,47 @@ search.app:
 
 # Actions on dashboards
 
-<!-- https://docs.microsoft.com/dynamics365/customer-engagement/developer/customize-dev/actions-dashboards -->
-
 You can perform actions such as create, retrieve, update, or delete, on organization-owned and user-owned dashboards.  
 
-## Actions on an Organization-Owned Dashboard  
+## Actions on an organization-owned dashboard  
 
  To perform the following actions on an organization-owned dashboard (`SystemForm`), you must have the System Administrator or the System Customizer role assigned to your account in Microsoft Dataverse:  
 
-- Create, retrieve, update, and delete. You can create or update an organization-owned dashboard by using the Dataverse web services or by customizing the entity form. For detailed information about creating a dashboard, see [Create a Dashboard](create-dashboard.md).  
+- Create, retrieve, update, and delete. You can create or update an organization-owned dashboard by using the Dataverse web services or by customizing the form. For detailed information about creating a dashboard, see [Create a dashboard](create-dashboard.md).  
 
-- Set an organization-owned dashboard as the default dashboard for an organization by setting the `SystemForm.IsDefault` attribute value to `true` while creating or updating the dashboard.  
+- Set an organization-owned dashboard as the default dashboard for an organization by setting the `SystemForm.IsDefault` value to `true` while creating or updating the dashboard.  
 
   > [!IMPORTANT]
   >  Using the methods available in the Dataverse Web Services, it is possible to set two dashboards as the default. Make sure that no other dashboard is the default dashboard for the organization before updating this setting programmatically.  
   
-  After you update an organization-owned dashboard, you must publish the metadata changes to make it visible across the organization. You can use the <xref:Microsoft.Crm.Sdk.Messages.PublishAllXmlRequest> message or <xref:Microsoft.Crm.Sdk.Messages.PublishXmlRequest> message to publish the changes made for an organization-owned dashboard. For a sample code that demonstrates this, see [Sample: Create, Retrieve, Update and Delete (CRUD) a Dashboard](https://github.com/microsoft/PowerApps-Samples/tree/master/cds/orgsvc/C%23/CRUDOperationsDashboard).  
+  After you update an organization-owned dashboard, you must publish the metadata changes to make it visible across the organization. You can use the <xref:Microsoft.Crm.Sdk.Messages.PublishAllXmlRequest> message or <xref:Microsoft.Crm.Sdk.Messages.PublishXmlRequest> message to publish the changes made for an organization-owned dashboard. For a sample code that demonstrates this, see [Sample: Create, retrieve, update, and delete (CRUD) a dashboard](https://github.com/microsoft/PowerApps-Samples/tree/master/cds/orgsvc/C%23/CRUDOperationsDashboard).  
 
-  For a list of supported messages on the organization-owned dashboard entity, see [SystemForm Entity](../data-platform/reference/entities/systemform.md).  
+  For a list of supported messages on the organization-owned dashboard table, see [SystemForm table](../data-platform/reference/entities/systemform.md).  
 
-## Actions on a User-Owned Dashboard  
+[!INCLUDE[cc-terminology](../data-platform/includes/cc-terminology.md)]
+
+## Actions on a user-owned dashboard  
 
  You can perform the following actions on a user-owned dashboard (`UserForm`):  
 
-- Create, retrieve, update, and delete. For detailed information about creating a user-owned dashboard, see [Create a Dashboard](create-dashboard.md).  
+- Create, retrieve, update, and delete. For detailed information about creating a user-owned dashboard, see [Create a dashboard](create-dashboard.md).  
 
 - Change the ownership of a user-owned dashboard by assigning it to another user or team using the <xref:Microsoft.Crm.Sdk.Messages.AssignRequest> message.  
 
 - Retrieve the access that the specified security principal (user or team) has to a user-owned dashboard using the <xref:Microsoft.Crm.Sdk.Messages.RetrievePrincipalAccessRequest> message. You can also retrieve all the security principals (users or teams) that have access to a user-owned dashboard, along with their access rights to the user dashboard using the <xref:Microsoft.Crm.Sdk.Messages.RetrieveSharedPrincipalsAndAccessRequest> message.  
 
 - Collaborate with other users and teams on specific areas by sharing a user-owned dashboard with them using the <xref:Microsoft.Crm.Sdk.Messages.GrantAccessRequest>, <xref:Microsoft.Crm.Sdk.Messages.ModifyAccessRequest>, and <xref:Microsoft.Crm.Sdk.Messages.RevokeAccessRequest> messages.  
 
-  For a list of supported messages on the user-owned dashboard entity, see [UserForm Entity](../data-platform/reference/entities/userform.md).  
+  For a list of supported messages on the user-owned dashboard table, see [UserForm table](../data-platform/reference/entities/userform.md).  
 
 ### See also  
 
- [Dashboards for Microsoft Dynamics 365](analyze-data-with-dashboards.md)   
- [Using FormXML for Dashboards](understand-dashboards-dashboard-components-formxml.md)   
- [Create a Dashboard](create-dashboard.md)   
- [Sample Dashboards](sample-dashboards.md)     
- [Sample: Create, Retrieve, Update and Delete (CRUD) a Dashboard](https://github.com/microsoft/PowerApps-Samples/tree/master/cds/orgsvc/C%23/CRUDOperationsDashboard)  
- [Sample: Assign a User-Owned Dashboard to Another User](https://github.com/microsoft/PowerApps-Samples/tree/master/cds/orgsvc/C%23/AssignUserOwnedDashboardToAnother)
+ [Dashboards for Microsoft Dataverse](analyze-data-with-dashboards.md)   
+ [Using FormXML for dashboards](understand-dashboards-dashboard-components-formxml.md)   
+ [Create a dashboard](create-dashboard.md)   
+ [Sample dashboards](sample-dashboards.md)     
+ [Sample: Create, retrieve, update, and delete (CRUD) a dashboard](https://github.com/microsoft/PowerApps-Samples/tree/master/cds/orgsvc/C%23/CRUDOperationsDashboard)  
+ [Sample: Assign a user-owned dashboard to another user](https://github.com/microsoft/PowerApps-Samples/tree/master/cds/orgsvc/C%23/AssignUserOwnedDashboardToAnother)
 
 
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powerapps-docs/developer/model-driven-apps/actions-visualizations-charts.md

@@ -1,8 +1,8 @@
 ---
 title: "Actions on visualizations (charts) (model-driven apps) | Microsoft Docs" # Intent and product brand in a unique string of 43-59 chars including spaces"
-description: "Using the Microsoft Dataverse web services, you can perform the following actions on the visualization entities." # 115-145 characters including spaces. This abstract displays in the search result."
+description: "Using the Microsoft Dataverse web services, you can perform the following actions on the visualization tables." # 115-145 characters including spaces. This abstract displays in the search result."
 keywords: ""
-ms.date: 10/31/2018
+ms.date: 04/15/2021
 ms.service: powerapps
 ms.topic: article
 ms.assetid: c7eb3bdf-9d6f-9bcc-8114-4c3dc5be2976
@@ -19,61 +19,60 @@ search.app:
 
 # Actions on visualizations (charts)
 
-<!-- https://docs.microsoft.com/dynamics365/customer-engagement/developer/customize-dev/actions-visualizations-charts -->
-
-Using the Microsoft Dataverse Web Services, you can perform the following actions on the visualization entities.  
+Using the Microsoft Dataverse Web Services, you can perform the following actions on the visualization tables.  
 
 ## Actions on organization-owned visualizations 
 
 To perform actions on an organization-owned visualization (`SavedQueryVisualization`), you must have the System Administrator or the System Customizer role. You can perform the following actions on an organization-owned visualization:  
 
-- Create, retrieve, update, and delete an organization-owned visualization. More information: [Create a Visualization](create-visualization-chart.md)  
+- Create, retrieve, update, and delete an organization-owned visualization. More information: [Create a visualization](create-visualization-chart.md)  
 
   > [!NOTE]
-  >  After updating an organization-owned visualization, you must publish the metadata changes to make it visible across the organization by using the <xref:Microsoft.Crm.Sdk.Messages.PublishAllXmlRequest> message. Alternatively, whenever you publish an entity, all the unpublished organization-owned visualizations that are attached to the entity are published automatically.  
+  >  After updating an organization-owned visualization, you must publish the table definitions changes to make it visible across the organization by using the <xref:Microsoft.Crm.Sdk.Messages.PublishAllXmlRequest> message. Alternatively, whenever you publish a table, all the unpublished organization-owned visualizations that are attached to the table are published automatically.  
   
-- Query and retrieve all the organization-owned visualizations that are attached to an entity using the `SavedQueryVisualization.PrimaryEntityTypeCode` attribute. Multiple organization-owned visualizations can be attached to a single entity. For a list of entities with which you can attach a visualization, see [Entities Supported for Visualizations](view-data-with-visualizations-charts.md#SupportedVisualizationEntities). For a code sample that demonstrates how to retrieve all the organization-owned visualizations attached to an entity, see [Sample: Retrieve all Charts Attached to an Entity](https://github.com/microsoft/PowerApps-Samples/tree/master/cds/orgsvc/C%23/RetrieveChartsAttachedToEntity).
+- Query and retrieve all the organization-owned visualizations that are attached to a table using the `SavedQueryVisualization.PrimaryEntityTypeCode`. Multiple organization-owned visualizations can be attached to a single table. For a list of tables with which you can attach a visualization, see [Tables Supported for visualizations](view-data-with-visualizations-charts.md#SupportedVisualizationEntities). For a code sample that demonstrates how to retrieve all the organization-owned visualizations attached to an table, see [Sample: Retrieve all charts attached to a table](https://github.com/microsoft/PowerApps-Samples/tree/master/cds/orgsvc/C%23/RetrieveChartsAttachedToEntity).
 
   > [!NOTE]
-  >  You cannot change or update a visualization to attach it with a different entity after you have created the visualization. It implies that the `SavedQueryVisualization.PrimaryEntityTypeCode` attribute is not valid for the update action on the organization-owned visualization.
+  >  You cannot change or update a visualization to attach it with a different table after you have created the visualization. It implies that the `SavedQueryVisualization.PrimaryEntityTypeCode` is not valid for the update action on the organization-owned visualization.
   
-- Specify an organization-owned visualization as the default visualization for the associated entity by setting the `SavedQueryVisualization.IsDefault` attribute to `true`. When you set an organization-owned visualization as the default visualization for an entity, the visualization is displayed by default when you select to view the visualizations for this entity in Dataverse.
+- Specify an organization-owned visualization as the default visualization for the associated table by setting the `SavedQueryVisualization.IsDefault` to `true`. When you set an organization-owned visualization as the default visualization for a table, the visualization is displayed by default when you select to view the visualizations for this table in Dataverse.
 
   > [!NOTE]
-  >  Using the Dataverse Web Services, if you set an organization-owned visualization as default for an entity that already has another visualization set as default, both the visualizations are marked as default visualizations for the entity.  To set a visualization as a default visualization for an entity, make sure that no other visualization is set as the default visualization for the entity.  
-  
-  For a list of supported messages on the organization-owned visualization entity, see [SavedQueryVisualization Entity](../data-platform/reference/entities/savedqueryvisualization.md).
+  >  Using the Dataverse Web Services, if you set an organization-owned visualization as default for a table that already has another visualization set as default, both the visualizations are marked as default visualizations for the table.  To set a visualization as a default visualization for a table, make sure that no other visualization is set as the default visualization for the table.  
   
+  For a list of supported messages on the organization-owned visualization table, see [SavedQueryVisualization table](../data-platform/reference/entities/savedqueryvisualization.md).
+  [!INCLUDE[cc-terminology](../data-platform/includes/cc-terminology.md)]
+
 ## Actions on user-owned visualizations  
 
  You can perform the following actions on a user-owned visualization (`UserQueryVisualization`):  
 
-- Create, retrieve, update, and delete a user-owned visualization. More information: [Create a Visualization](create-visualization-chart.md)  
+- Create, retrieve, update, and delete a user-owned visualization. More information: [Create a visualization](create-visualization-chart.md)  
 
-- Query and retrieve all the user-owned visualizations that are attached to an entity using the `UserQueryVisualization.PrimaryEntityTypeCode` attribute. Multiple user-owned visualizations can be attached to an entity. For a list of entities with which you can attach a visualization, see [Entities Supported for Visualizations](view-data-with-visualizations-charts.md#SupportedVisualizationEntities).  
+- Query and retrieve all the user-owned visualizations that are attached to a table using the `UserQueryVisualization.PrimaryEntityTypeCode`. Multiple user-owned visualizations can be attached to a table. For a list of tables with which you can attach a visualization, see [Tables supported for visualizations](view-data-with-visualizations-charts.md#SupportedVisualizationEntities).  
 
   > [!NOTE]
-  >  You cannot change or update a visualization to attach it with a different entity after you have created the visualization. It implies that the `UserQueryVisualization.PrimaryEntityTypeCode` attribute is not valid for the update action on the user-owned visualization.
+  >  You cannot change or update a visualization to attach it with a different table after you have created the visualization. It implies that the `UserQueryVisualization.PrimaryEntityTypeCode` is not valid for the update action on the user-owned visualization.
   
 - Change the ownership of a user-owned visualization by assigning it to another user or team using <xref:Microsoft.Crm.Sdk.Messages.AssignRequest>.  
 
 - Retrieve the access that the specified security principal (user or team) has to a user-owned visualization using <xref:Microsoft.Crm.Sdk.Messages.RetrievePrincipalAccessRequest>. You can also retrieve all the security principals (users or teams) that have access to a user-owned visualization, along with their access rights to the user-owned visualization using the <xref:Microsoft.Crm.Sdk.Messages.RetrieveSharedPrincipalsAndAccessRequest>.  
 
 - Collaborate with other users and teams on specific areas by sharing a user-owned visualization with them using <xref:Microsoft.Crm.Sdk.Messages.GrantAccessRequest>, <xref:Microsoft.Crm.Sdk.Messages.ModifyAccessRequest>, and <xref:Microsoft.Crm.Sdk.Messages.RevokeAccessRequest>.  
 
-  For a list of supported messages on the user-owned visualization entity, see [UserQueryVisualization Entity](../data-platform/reference/entities/userqueryvisualization.md).
+  For a list of supported messages on the user-owned visualization table, see [UserQueryVisualization table](../data-platform/reference/entities/userqueryvisualization.md).
 
 ### See also  
 
  [Charts](view-data-with-visualizations-charts.md)   
- [Understanding Charts: Underlying Data and Chart Representation](understand-charts-underlying-data-chart-representation.md)   
- [Create a Chart](create-visualization-chart.md)   
- [Sample Charts](sample-charts.md)   
- [Sample: Create, Retrieve, Update, and Delete (CRUD) a Chart](https://github.com/microsoft/PowerApps-Samples/tree/master/cds/orgsvc/C%23/CRUDOperationsChart)  
- [Sample: Retrieve all Charts Attached to an Entity](https://github.com/microsoft/PowerApps-Samples/tree/master/cds/orgsvc/C%23/RetrieveChartsAttachedToEntity)   
- [Sample: Assign a Chart to Another User](https://github.com/microsoft/PowerApps-Samples/tree/master/cds/orgsvc/C%23/AssignChartToAnotherUser)   
- [SavedQueryVisualization Entity](../data-platform/reference/entities/savedqueryvisualization.md)   
- [UserQueryVisualization Entity](../data-platform/reference/entities/userqueryvisualization.md)
+ [Understanding Charts: Underlying data and chart representation](understand-charts-underlying-data-chart-representation.md)   
+ [Create a chart](create-visualization-chart.md)   
+ [Sample charts](sample-charts.md)   
+ [Sample: Create, retrieve, update, and delete (CRUD) a chart](https://github.com/microsoft/PowerApps-Samples/tree/master/cds/orgsvc/C%23/CRUDOperationsChart)  
+ [Sample: Retrieve all charts attached to a table](https://github.com/microsoft/PowerApps-Samples/tree/master/cds/orgsvc/C%23/RetrieveChartsAttachedToEntity)   
+ [Sample: Assign a chart to another user](https://github.com/microsoft/PowerApps-Samples/tree/master/cds/orgsvc/C%23/AssignChartToAnotherUser)   
+ [SavedQueryVisualization table](../data-platform/reference/entities/savedqueryvisualization.md)   
+ [UserQueryVisualization table](../data-platform/reference/entities/userqueryvisualization.md)
 
 
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