• Archive
  • Back to www.mscrm-addons.com
  • Archive
  • Back to www.mscrm-addons.com
home/Knowledge Base/DocumentsCorePack(DCP)

DocumentsCorePack Charts Feature (Dynamics 365)

798 views 0

Written by Klaudia Ogris
June 25, 2020

This new feature allows you to display a graphical representation of data in your generated documents. When you open your Dynamics 365, there are different charts on the front page. Now you can import these charts in any document, or you also can create your own custom charts from scratch. 

This feature is available for Dynamics 365 and Client version 10.7 or higher and Server version 2020.32 or higher.

You either can import already existing dynamics 365 charts into your template or you can create them from scratch in Word and map your Data.

Figure 1: Chart in Dynamics (left) chart as a placeholder in your template (middle) merged document as PDF (right)

How to import an existing chart is described in detail here:

  • How to import a Dynamics 365 chart into your template

How to create a chart from scratch is described step by step here:

  • How to create a template from scratch for you template

PLEASE NOTE: Charts in Word and Charts in Dynamics are of course two different visualizations so you might see differences, also when you import a chart from Dynamics.

This table gives you an overview of word charts that this feature currently supports.

ColumnClustered Column, Stacked Column, 100% Stacked Column, 3-D Clustered Column,3-D Stacked Column, 3-D 100% Stacked Column, 3-D Column
LineLine, Stacked Line, 100% Stacked Line, Line with Markers, Stacked Line with Markers, 100% Stacked Line with Markers, 3-D Line
PiePie, 3-D Pie, Pie of Pie, Bar of Pie, Doughnut
ScatterScatter, Scatter with smooth lines markers, Scatter with smooth lines, Scatter with straight lines and markers, Scatter with straight lines, Bubble, 3-D Bubble
BarClustered Bar, Stacked Bar, 100% Stacked Bar, 3-D Clustered Bar, 3-D Stacked Bar, 3-D 100% Stacked Bar
AreaArea, Stacked Area, 100% Stacked Area, 3-D Stacked Area, 3-D 100% Stacked Area, 3-D Area
Surface3-D Surface, Wireframe 3-D Surface, Contour,  Wireframe Contour
RadarRadar, Radar with markers, Filled Radar
CombinationsOther Combinations

Figure 1: Table of supported charts

PLEASE NOTE: XY Charts require two chart series entries and bubble charts require 3 series, otherwise they will not be filled

Here (external link) is a list of available chart types in Microsoft Word.

That´s it! We appreciate your feedback! Please share your thoughts by sending an email to office@mscrm-addons.com

Was this helpful?

Yes  No
Related Articles
  • How to create a design/custom QR by the example of the SWISS QR-Code
  • Insert QR-Code (Dynamics 365)
  • How to trigger actions from the [Create Document]-dialog
  • How to insert an entity image in Dynamics 365
  • Add a Hyperlink to an existing “Picture-Link-Field”
  • How to create label templates with DocumentsCorePack TemplateDesigner
Leave A Comment Cancel reply

Latest Articles
  • How to create a design/custom QR by the example of the SWISS QR-Code
  • Insert QR-Code (Dynamics 365)
  • How to trigger actions from the [Create Document]-dialog
  • How to insert an entity image in Dynamics 365
  • Add a Hyperlink to an existing “Picture-Link-Field”
Popular Articles
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • How licenses are counted
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • DocumentsCorePack Server Based Load Balancing Services
  • How to work with the new DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow)
Top Rated Articles
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • How to work with the new DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow)
  • Can you save data capacity by moving email content?
  • Master Template
  • DocumentsCorePack Online Scheme
Categories
  • *News and General Infos* 44
  • Template Designer(DCP 152
  • DocumentsCorePack(DCP 150
  • TelephoneIntegration (TI 62
  • AttachmentExtractor (AE 47
  • PowerSearch (PS 42
  • ActivityTools (AT 54
  • SmartBar (SB 49
  • GroupCalendar (GC 43
Our Vision

“We see it as our purpose to provide products that simplify and speed up our customers’ Microsoft Dynamics 365 experience.”

Knowledgebase
LogIn
mscrm-addons.com
  • Products
  • Online Shop
  • Downloads
  • My Account
About Us
  • About Us
  • Case Studies
  • Newsletter
  • Partner Program
  • Contact
Support
  • Support
  • Terms & Conditions
  • Documentation
  • Webinars
  • Legal Documents
  • Impressum
  • © 2020 www.mscrm-addons.com. All Rights Reserved.