Add a Dynamics 365 for Customer Engagement chart to a webpage in portal

You add a chart to a webpage by using a Liquid tag named Chart. You can add the chart Liquid tag in the Copy field on a webpage or in the Source field on a Web template.

For example, {% chart id:EE3C733D-5693-DE11-97D4-00155DA3B01E %}

Dynamics 365 for Customer Engagement chart example

You can also specify the ID of a view (saved query) to filter the query. For example:

<!—Leads by Source – Open Leads -->

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

Get the ID of a chart

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

  2. Expand the Charts area.

  3. Choose the chart you want.

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

    Export a Dynamics 365 for Customer Engagement chart

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

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

    Get chartid for a Dynamics 365 for Customer Engagement chart

  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 %}.

Get the ID of a view

You must open the view editor to get the view ID to be used with the Liquid chart tag.

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

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

  3. Select View from the toolbar. The View window opens.

    View the leads in the view editor

  4. Copy the id value from the View window's URL.

    Get view id from the view editor

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

    <!—Leads by Source – Open Leads -->

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

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.

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