Record specific charts in Portals

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Posted on by Sahithi

Hi,

We're using the Portals for Dynamics 365 where we have a requirement to show a record specific chart in the Portal.

Currently, we have tried the below:

1. Added the record related entity's subgrid to the main entity form and showing it as a chart using the show only chart option.
When I tried to display this in the CRM portal. It shows the subgrid and not the chart.

2. Created a chart called for the related entity using the associated view.
Added this chart to a web page and showed the web page in the web form of Portals.
The issue here is that the chart shows data for all records of the main entity and not for the selected record.

Can you please let us know if we can show the record specific charts in the CRM Portals?

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