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 create a chart from scratch is described step by step here:
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.
| Column | Clustered Column, Stacked Column, 100% Stacked Column, 3-D Clustered Column,3-D Stacked Column, 3-D 100% Stacked Column, 3-D Column |
| Line | Line, Stacked Line, 100% Stacked Line, Line with Markers, Stacked Line with Markers, 100% Stacked Line with Markers, 3-D Line |
| Pie | Pie, 3-D Pie, Pie of Pie, Bar of Pie, Doughnut |
| Scatter | Scatter, Scatter with smooth lines markers, Scatter with smooth lines, Scatter with straight lines and markers, Scatter with straight lines, Bubble, 3-D Bubble |
| Bar | Clustered Bar, Stacked Bar, 100% Stacked Bar, 3-D Clustered Bar, 3-D Stacked Bar, 3-D 100% Stacked Bar |
| Area | Area, Stacked Area, 100% Stacked Area, 3-D Stacked Area, 3-D 100% Stacked Area, 3-D Area |
| Surface | 3-D Surface, Wireframe 3-D Surface, Contour, Wireframe Contour |
| Radar | Radar, Radar with markers, Filled Radar |
| Combinations | Other 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