Charts on Dynamics 365 Portal

There are two ways to add charts on Dynamics 365 Portal

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 the top ribbon

3) Choose the chart you want.

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

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

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

7) 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.

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

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″ %}

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

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

e) 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)

i) Save Page Template

j) Now create a child page on the portal

k) Give details as below.

l) Save Page.

The 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.