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

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.

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 NameChart IDEntity Type
Accounts by Owner – Tag Chartbe178262-6142-4b41-85b7-4ccedc62cfd9account
Activities by Owner – Tag Chartc83b331e-87c7-488c-b8e7-89a6098ea102activitypointer
Activities by Priority – Doughnut Chartd3f6c1eb-2e4b-428b-8949-682a311ae057activitypointer
Contacts by Account2ff3ebea-6310-4dde-b3a1-e1144ea42b7bcontact
Contacts by Countryea89e2ad-2602-4333-8724-aa5775d66b77contact
Contacts by Preferred Contact Method751b7456-308e-4568-a3a9-47135aae833acontact
Goal Progress (Count)a93b8f7b-9c68-df11-ae90-00155d2e3002goal
Goal Progress (Money)aec6d51c-ea67-df11-ae90-00155d2e3002goal
Today’s Target Vs. Actuals (Count)1b697c8e-9a6f-df11-986c-00155d2e3002goal
Today’s Target Vs. Actuals (Money)1e697c8e-9a6f-df11-986c-00155d2e3002goal
Cases By Account38872e4f-ac99-e511-80da-00155dc1b253incident
Cases By Priority0f0fb995-9d6f-453c-b26d-8f443e42e676incident
Cases By Product17c3f166-5b22-4476-819b-b05da2e8d24fincident
Articles expiring this month by owner47d696ad-7c3b-e511-80d1-00155db10d2bknowledgearticle
By Owner330068fd-833b-e511-80d1-00155db10d2bknowledgearticle
By Subjectbcd3f9a5-913b-e511-80d1-00155db10d2bknowledgearticle