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I am running Dynamics 365 Customer Self-Service Portal (v8.3.3.153) for CRM Online, and I'm having trouble getting a chart to display the correct data based on the currently logged-in user. I set up a pie chart for cases and added that to the Support Home page which also has an entity list control to display cases based on different view selections. So for example, if I am viewing open cases in the entity list, that is filtered by my currently logged in user so I have 5 cases, but the chart shows all open cases for all contacts (300+) when using the same view for the chart as for the entity list. In my support home page I added Liquid code like this:
{% chart id:"F1F23F44-4C37-E811-811F-E0071B6AA291" viewid:"9F9AA5DC-A537-E511-947E-00155D038C01" %}
I tried the suggested view filter configuration based on the article here: https://community.adxstudio.com/products/adxstudio-portals/documentation/configuration-guide/entity-list/enhanced-crm-view-filtering/, but that just resulted in me seeing no data in the chart, it seems that the portal page didn't automatically switch out the contact guid.
Is there any way to configure a chart to reflect the same filtering based on contact and/or parent account as can be done with the entity lists?
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Hey. With the October 18 Update there is news; Power BI Embedded: docs.microsoft.com/.../power-bi-embed
This will allow us to create smart and interactive charts and display it in the portal, with a personalized view for authenticated users.
Hi,
I am facing exactly the same issue - I used view filtering to display a filtered entity list based on the logged in user. However, if I use the same view for the chart, I am not able to see any records. Were you able to find any solution to this?
AK3800 The link shared by Dmytro is very good. I used it to create a never possible (OOB) dashboard in Portals. It just depends on what you make off it :)
@Dmytro, thank you for pointing that out, I was wondering if that was the direction I'd have to go with it. I'll check out the solution you linked to, it wouldn't be the first time I've made use of something from Colin :D
Hi AK3800
Rizwan's proposal can help you with viewing only records realted to you. You cannot enable/disable entity permissions by switch - it always portal wide operation done from CRM side.
So you have options to use multiple views for different cases, but to have better options with charts, you can look into custom solution - fetchxml and separate chart library - see Colin's blog post for more details: colinvermander.com/.../dynamics-365-portals-use-aggregate-fetchxml-queries-and-chart-js
I haven't solved this yet and had to move on for now, when I get time to come back to it I will post back here if I find a solution. I will try Rizwan's suggestion, but I think that will have the same result as before.
Hi,
This can be solved using "Entity Permission". User "Account" or "Parent" relationship and assign relationship properly.
This will fix it.
"Please marks a verified if this solves your problem".
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