Charts on the Dynamics 365 Portal

There are two ways to add charts

  1. Add chart Liquid tag in the Copy field on a webpage
  2. Add chart Liquid tag in the Source field on a Web Template

Prerequisite for implementing Charts on Portal

  • Entity Permission Requirement
  • ID of Chart
  • ID of view to filter the query

  a) Entity permission requirement

Read privilege is asserted for the target entity being queried in the chart. For anonymous or authenticated users to be able to view the chart, you must ensure that the appropriate Entity Permission records are created and assigned to applicable Web Roles

If permission is not granted, the user will see an access denied message or You do not have appropriate privileges.

  b) ID of Chart

Follow below steps for getting id of chart

1) Go to the target entity, for example, Sales ➤ Leads.

2) Select ‘Show Charts’ option from top ribbon

show chart

3) Choose the chart you want.

4) Select More Commands, and then select Export Chart.

lead by source

5) Open the XML file of the exported chart in a text editor.

6) Copy the value of the <visualizationid> tag.

lead by source xml7) Paste the visualizationid value into your Liquid chart tag declaration for the chart ID parameter, for example:

{% chart id:EE3C733D-5693-DE11-97D4-00155DA3B01E %}.

  c) ID of view to filter the query

1) Go to the target entity, for example, Sales ➤ Leads.

2) Select the view you want from the view drop-down header.

lead by source

3) Copy the viewid value from the View window’s URL.

https://iotap20192020.crm.dynamics.com/main.aspx?appid=040a9079-eac0-e911-a9d3-000d3a170af5&pagetype=entitylist&etn=lead&viewid=5a926b99-3a5f-df11-ae90-00155d2e3002&viewType=1039

copy viewid

4) Paste this ID into your Liquid chart tag declaration for the viewid parameter, for example:

<!—Leads by Source – All Leads –>

{% chart id:”EE3C733D-5693-DE11-97D4-00155DA3B01E” viewid:”00000000-0000-0000-00AA-000010001006″ %}

Method 1 – Add chart Liquid tag in the copy field on the webpage

Follow the below steps for adding a chart.

a) Add Child Page to Portal.

b) Give all required details on General

c) Go to Language Content

d) Add below liquid tag with required original ids in Copy field of Page

{% chart id:”EE3C733D-5693-DE11-97D4-00155DA3B01E” viewid:”00000000-0000-0000-00AA-000010001006″ %}

create new child page

e) Save Page

Method 2 – Liquid tag in the source field on the web template

Follow the below steps to add chart using Copy field on a web page

a) Navigate to Dynamics 365 portal

b) Go to Web Template ➤ Add new template

c) Give details like Name and Website

chart web template

d) Add below code in Source field, you can add single or multiple charts as per requirement. Replace Id’s with actuals

code for portale) Save Web Template

f) Next, navigate to a page template to be used, you can use existing also.

g) Page Template ➤ Create Page Template

h) Add below details

Name, Website, Type=Web Template, Web Template=template you have created above, entity name =Web Page(adx_webpage)

chart page template 2

i) Save Page Template

j) Now create a child page on the portal

k) Give details as below.

charts for leads

l) Save Page.

The Final Output

Final output

Unsupported charts and chart types

The following Dynamics 365 for Customer Engagement chart types are currently not supported in portals:

  • Doughnut
  • Tag

The following table lists the Dynamics 365 for Customer Engagement charts that are currently not supported in portals.

Chart Name Chart ID Entity Type
Accounts by Owner – Tag Chart be178262-6142-4b41-85b7-4ccedc62cfd9 account
Activities by Owner – Tag Chart c83b331e-87c7-488c-b8e7-89a6098ea102 activitypointer
Activities by Priority – Doughnut Chart d3f6c1eb-2e4b-428b-8949-682a311ae057 activitypointer
Contacts by Account 2ff3ebea-6310-4dde-b3a1-e1144ea42b7b contact
Contacts by Country ea89e2ad-2602-4333-8724-aa5775d66b77 contact
Contacts by Preferred Contact Method 751b7456-308e-4568-a3a9-47135aae833a contact
Goal Progress (Count) a93b8f7b-9c68-df11-ae90-00155d2e3002 goal
Goal Progress (Money) aec6d51c-ea67-df11-ae90-00155d2e3002 goal
Today’s Target Vs. Actuals (Count) 1b697c8e-9a6f-df11-986c-00155d2e3002 goal
Today’s Target Vs. Actuals (Money) 1e697c8e-9a6f-df11-986c-00155d2e3002 goal
Cases By Account 38872e4f-ac99-e511-80da-00155dc1b253 incident
Cases By Priority 0f0fb995-9d6f-453c-b26d-8f443e42e676 incident
Cases By Product 17c3f166-5b22-4476-819b-b05da2e8d24f incident
Articles expiring this month by owner 47d696ad-7c3b-e511-80d1-00155db10d2b knowledgearticle
By Owner 330068fd-833b-e511-80d1-00155db10d2b knowledgearticle
By Subject bcd3f9a5-913b-e511-80d1-00155db10d2b knowledgearticle