In model-driven apps, such as Dynamics 365 Customer Service, charts created by an individual user are considered personal (user) charts. The owner of a personal chart can use the built-in sharing functionality to grant access to other users or teams. Sharing the chart with the salesperson's team is the most direct and appropriate method to make it visible and usable by all team members without changing the chart's ownership or requiring complex export/import procedures for each user. This action allows the owner to specify permissions (such as Read) for the entire team in a single operation.

B. Assign the chart to each person on the team.

This is incorrect because a record, including a user chart, can only be assigned to a single owner (one user or one team) at a time. You cannot assign it to multiple individual users simultaneously.

C. Export the user chart to Power BI. Import the chart as a Power BI visualization.

This is an unnecessarily complex process that replaces the native model-driven app chart with an external Power BI component. The goal is to share the existing chart, not create a new visualization in a different service.

D. Export the user chart for import as a user chart.

This method is highly inefficient. It would require the salesperson to export the chart's definition and then have every team member manually import it as their own personal chart, creating multiple unmanaged copies.

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1. Microsoft Learn. "Share a personal chart or dashboard." Microsoft Docs. This document explicitly states

"You can share your personal charts with other users and teams." It then provides the step-by-step process for sharing

which involves selecting the chart

clicking the "Share" command

and adding the desired team. This directly supports option A.

2. Microsoft Learn. "Assign or share records in model-driven apps." Microsoft Docs. This article clarifies the fundamental difference between assigning and sharing. "Assigning a record gives ownership to somebody else... Sharing a record allows another user to see or do things with a record

but they don't own it." This confirms that sharing is the correct action for granting access

while assignment changes ownership

making option B incorrect.

3. Microsoft Learn. "Create or edit a model-driven app system chart." Microsoft Docs. This document distinguishes between user-owned charts and system charts. It notes that user charts are visible only to the user who created them unless they are shared. This reinforces that sharing is the intended mechanism for distributing user-created assets to others.