Tip #1235: Create personal charts in Unified Interface

Nasty rumors (and this official page from Microsoft) claim that you cannot create personal charts from Unified Interface.

This is not true anymore.

From any view in your unified interface model-driven app, click “show chart” then under the more options (…) menu, click “+ new.”

This will launch the classic chart builder in a new window.

And BTW, audit logs are also now available. So what are you waiting for?

Thanks Rob Dawson for the tip. Send your tips to jar@crmtipoftheday.com

Cover photo by unsplash-logoIoana Cristiana

5 thoughts on “Tip #1235: Create personal charts in Unified Interface

  1. Anne Stanton says:

    Now if only we could get an update to OnPremise!

  2. Manish Sharma says:

    I am struggling with another issue – Displaying charts on forms in the unified interface. As I understand, you cannot display charts on forms in the unified interface.
    Is there a workaround ? e.g. is it possible to embed a chart within an iframe and display the iframe in the unified interface ? Will that work ?

    • Joel Lindstrom says:

      Have you tried it? It’s supported.

      • Manish Sharma says:

        Hi Joel,
        I’ve tried, and it displays the view instead of the chart. Note that the chart displays correctly in the old UI, but doesn’t display on the Unified interface. We are on version 9.0.4.5 on-premise

        • Joel Lindstrom says:

          Not sure about on prem but online 9.1 works as long as you check the box to only display the chart. It can’t display the chart and view

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