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

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title: "Actions on dashboards (model-driven apps) | Microsoft Docs" # Intent and product brand in a unique string of 43-59 chars including spaces"
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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."
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keywords: ""
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ms.date: 10/31/2018
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ms.service: powerapps
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ms.topic: article
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ms.assetid: 339eb79d-5dec-885b-496f-bfa26e9cae08
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author: Nkrb # GitHub ID
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ms.author: nabuthuk # MSFT alias of Microsoft employees only
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manager: shilpas # MSFT alias of manager or PM counterpart
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ms.reviewer:
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search.audienceType:
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- developer
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search.app:
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- PowerApps
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- D365CE
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---
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# Actions on dashboards
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<!-- https://docs.microsoft.com/dynamics365/customer-engagement/developer/customize-dev/actions-dashboards -->
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You can perform actions such as create, retrieve, update, or delete, on organization-owned and user-owned dashboards.
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## Actions on an Organization-Owned Dashboard
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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 Common Data Service:
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- Create, retrieve, update, and delete. You can create or update an organization-owned dashboard by using the Common Data Service web services or by customizing the entity form. For detailed information about creating a dashboard, see [Create a Dashboard](create-dashboard.md).
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- 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.
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> [!IMPORTANT]
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> Using the methods available in the Common Data Service 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.
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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](/dynamics365/customer-engagement/developer/customize-dev/sample-create-retrieve-update-delete-dashboard)<!-- TODO Need to update the powerapps repo's topic link. As of now not found-->.
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For a list of supported messages on the organization-owned dashboard entity, see [SystemForm Entity](../common-data-service/reference/entities/systemform.md).
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## Actions on a User-Owned Dashboard
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You can perform the following actions on a user-owned dashboard (`UserForm`):
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- Create, retrieve, update, and delete. For detailed information about creating a user-owned dashboard, see [Create a Dashboard](create-dashboard.md).
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- 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.
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- 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.
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- 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.
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For a list of supported messages on the user-owned dashboard entity, see [UserForm Entity](../common-data-service/reference/entities/userform.md).
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### See also
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[Dashboards for Microsoft Dynamics 365](analyze-data-with-dashboards.md)
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[Using FormXML for Dashboards](understand-dashboards-dashboard-components-formxml.md)
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[Create a Dashboard](create-dashboard.md)
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[Sample Dashboards](sample-dashboards.md)
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[Dashboard Entities](/dynamics365/customer-engagement/developer/customize-dev/dashboard-entities) <!-- TODO Need to update the powerapps repo's topic link. As of now not found-->
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[Sample: Create, Retrieve, Update and Delete (CRUD) a Dashboard](/dynamics365/customer-engagement/developer/customize-dev/sample-create-retrieve-update-delete-dashboard) <!-- TODO Need to update the powerapps repo's topic link. As of now not found-->
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[Sample: Assign a User-Owned Dashboard to Another User](/dynamics365/customer-engagement/developer/customize-dev/sample-assign-user-owned-dashboard-another-user) <!-- TODO Need to update the powerapps repo's topic link. As of now not found-->
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=======
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---
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title: "Actions on dashboards (model-driven apps) | Microsoft Docs" # Intent and product brand in a unique string of 43-59 chars including spaces"
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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."
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[Sample Dashboards](sample-dashboards.md)
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[Sample: Create, Retrieve, Update and Delete (CRUD) a Dashboard](https://github.com/microsoft/PowerApps-Samples/tree/master/cds/orgsvc/C%23/CRUDOperationsDashboard)
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[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

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title: "Actions on visualizations (charts) (model-driven apps) | Microsoft Docs" # Intent and product brand in a unique string of 43-59 chars including spaces"
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description: "Using the Common Data Service web services, you can perform the following actions on the visualization entities." # 115-145 characters including spaces. This abstract displays in the search result."
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keywords: ""
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ms.date: 10/31/2018
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ms.service: powerapps
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ms.topic: article
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ms.assetid: c7eb3bdf-9d6f-9bcc-8114-4c3dc5be2976
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author: Nkrb # GitHub ID
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ms.author: nabuthuk # MSFT alias of Microsoft employees only
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manager: shilpas # MSFT alias of manager or PM counterpart
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ms.reviewer:
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search.audienceType:
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- developer
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search.app:
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- PowerApps
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- D365CE
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---
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# Actions on visualizations (charts)
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<!-- https://docs.microsoft.com/dynamics365/customer-engagement/developer/customize-dev/actions-visualizations-charts -->
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Using the Common Data Service Web Services, you can perform the following actions on the visualization entities.
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## Actions on organization-owned visualizations
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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:
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- Create, retrieve, update, and delete an organization-owned visualization. More information: [Create a Visualization](create-visualization-chart.md)
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> [!NOTE]
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> 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.
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- 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](/dynamics365/customer-engagement/developer/customize-dev/sample-retrieve-all-charts-attached-entity).
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> [!NOTE]
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> 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.
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- 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 Common Data Service.
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> [!NOTE]
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> Using the Common Data Service 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.
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For a list of supported messages on the organization-owned visualization entity, see [SavedQueryVisualization Entity](../common-data-service/reference/entities/savedqueryvisualization.md).
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## Actions on user-owned visualizations
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You can perform the following actions on a user-owned visualization (`UserQueryVisualization`):
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- Create, retrieve, update, and delete a user-owned visualization. More information: [Create a Visualization](create-visualization-chart.md)
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- 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).
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> [!NOTE]
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> 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.
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- Change the ownership of a user-owned visualization by assigning it to another user or team using <xref:Microsoft.Crm.Sdk.Messages.AssignRequest>.
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- 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>.
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- 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>.
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For a list of supported messages on the user-owned visualization entity, see [UserQueryVisualization Entity](../common-data-service/reference/entities/userqueryvisualization.md).
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### See also
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[Charts](view-data-with-visualizations-charts.md)
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[Understanding Charts: Underlying Data and Chart Representation](understand-charts-underlying-data-chart-representation.md)
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[Create a Chart](create-visualization-chart.md)
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[Sample Charts](sample-charts.md)
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[Sample: Create, Retrieve, Update, and Delete (CRUD) a Chart](/dynamics365/customer-engagement/developer/customize-dev/sample-create-retrieve-update-delete-chart) <!--TODO: Need to find the topic in Powerapps repo to link -->
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[Sample: Retrieve all Charts Attached to an Entity](/dynamics365/customer-engagement/developer/customize-dev/sample-retrieve-all-charts-attached-entity) <!--TODO: Need to find the topic in Powerapps repo to link -->
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[Sample: Assign a Chart to Another User](/dynamics365/customer-engagement/developer/customize-dev/sample-assign-chart-another-user) <!--TODO: Need to find the topic in Powerapps repo to link -->
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[SavedQueryVisualization Entity](../common-data-service/reference/entities/savedqueryvisualization.md)
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=======
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---
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title: "Actions on visualizations (charts) (model-driven apps) | Microsoft Docs" # Intent and product brand in a unique string of 43-59 chars including spaces"
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description: "Using the Common Data Service web services, you can perform the following actions on the visualization entities." # 115-145 characters including spaces. This abstract displays in the search result."
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[Sample: Retrieve all Charts Attached to an Entity](https://github.com/microsoft/PowerApps-Samples/tree/master/cds/orgsvc/C%23/RetrieveChartsAttachedToEntity)
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[Sample: Assign a Chart to Another User](https://github.com/microsoft/PowerApps-Samples/tree/master/cds/orgsvc/C%23/AssignChartToAnotherUser)
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[SavedQueryVisualization Entity](../common-data-service/reference/entities/savedqueryvisualization.md)
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[UserQueryVisualization Entity](../common-data-service/reference/entities/userqueryvisualization.md)

‎powerapps-docs/developer/model-driven-apps/analyze-data-with-dashboards.md

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title: "Analyze data with dashboards (model-driven apps) | Microsoft Docs" # Intent and product brand in a unique string of 43-59 chars including spaces"
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description: "The dashboard entities in Dynamics 365 Common Data Service enable you to present data from various charts, grids, IFRAMES, or web resources simultaneously. Dashboards allow you to compare and analyze various pieces of customer information, and give you data snapshots." # 115-145 characters including spaces. This abstract displays in the search result."
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keywords: ""
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ms.date: 10/31/2018
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ms.service: powerapps
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ms.topic: article
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ms.assetid: 4b54597b-5603-2e6e-4630-bc120f711707
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author: Nkrb # GitHub ID
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ms.author: nabuthuk # MSFT alias of Microsoft employees only
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manager: shilpas # MSFT alias of manager or PM counterpart
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ms.reviewer:
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search.audienceType:
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- developer
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search.app:
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- PowerApps
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- D365CE
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---
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# Analyze data with dashboards
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<!-- https://docs.microsoft.com/dynamics365/customer-engagement/developer/customize-dev/analyze-data-with-dashboards -->
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The dashboard entities in Common Data Service enable you to present data
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from various charts, grids, IFRAMES, or web resources simultaneously. Dashboards allow you to compare and analyze various pieces of customer information, and give you data snapshots.
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## Types of dashboards
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There are two types of dashboards: organization-owned dashboards and user-owned dashboards.
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**Organization-owned dashboard.**
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An organization-owned dashboard is represented by the `SystemForm` entity, and can’t be assigned or shared.
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These dashboards are solution-aware entities.
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When you perform an update operation on this entity, you must publish the changes for the updates to be available across the organization.
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When you publish customizations using the <xref:Microsoft.Crm.Sdk.Messages.PublishAllXmlRequest> message, the newly-created organization-owned dashboards are also published and become available across the organization.
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Alternatively, you can publish the changes done to a specific dashboard by using the <xref:Microsoft.Crm.Sdk.Messages.PublishXmlRequest> message, and specifying the dashboard ID as the parameter in the request message.
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**User-owned dashboard.**
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A user-owned dashboard is represented by the `UserForm` entity, can be assigned and shared with other users, and can be viewed by other users depending on the dashboard’s access privileges.
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> [!NOTE]
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> You can’t programmatically create or manage the new interactive dashboards.
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> For information about working with interactive dashboards using the web client, see [Configure interactive experience dashboards](../../maker/model-driven-apps/configure-interactive-experience-dashboards.md)
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### See also
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[Using FormXML for Dashboards](understand-dashboards-dashboard-components-formxml.md)
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[Actions on Dashboards](actions-dashboards.md)
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[Create a Dashboard](create-dashboard.md)
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[Sample Dashboards](sample-dashboards.md)
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[Dashboard Entities](/dynamics365/customer-engagement/developer/customize-dev/dashboard-entities) <!-- TODO: Need to find the topic in powerapps repo to link-->
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[Sample: Create, Retrieve, Update and Delete (CRUD) a Dashboard](/dynamics365/customer-engagement/developer/customize-dev/sample-create-retrieve-update-delete-dashboard) <!-- TODO: Need to find the topic in powerapps repo to link-->
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[Sample: Assign a User-Owned Dashboard to Another User](/dynamics365/customer-engagement/developer/customize-dev/sample-assign-user-owned-dashboard-another-user) <!-- TODO: Need to find the topic in powerapps repo to link-->
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[Visualization data description schema](visualization-data-description-schema.md)
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[Customize visualizations and dashboards](customize-visualizations-dashboards.md)
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=======
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---
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title: "Analyze data with dashboards (model-driven apps) | Microsoft Docs" # Intent and product brand in a unique string of 43-59 chars including spaces"
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description: "The dashboard entities in Dynamics 365 Common Data Service enable you to present data from various charts, grids, IFRAMES, or web resources simultaneously. Dashboards allow you to compare and analyze various pieces of customer information, and give you data snapshots." # 115-145 characters including spaces. This abstract displays in the search result."
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[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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[Visualization data description schema](visualization-data-description-schema.md)
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[Customize visualizations and dashboards](customize-visualizations-dashboards.md)
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