• Release History
  • Documentation
  • Back to www.mscrm-addons.com
  • Release History
  • Documentation
  • Back to www.mscrm-addons.com
home/Knowledge Base/DocumentsCorePack(DCP)/DocumentsCorePack Charts Feature (Dynamics 365)

DocumentsCorePack Charts Feature (Dynamics 365)

1352 views 1 Updated on July 26, 2022

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.

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

Was this helpful?

1 Yes  No
Related Articles
  • Generate large documents using the Multipart-feature of DocumentsCorePack 
  • How to automate the E-signature process via Power Automate
  • Technical Description: The AutoMergeWorkingItem (AMWI) 
  • Dataverse Online OData v2.0 endpoint removal for custom “ExportToWord” Button
  • Simplify Contract Processes with Dynamics 365 + E-Signature 
  • How to share the Connection of the DocumentsCorePack Connector
Leave A Comment Cancel reply

You must be logged in to post a comment.

Latest Articles
  • Generate large documents using the Multipart-feature of DocumentsCorePack 
  • Recap: DynamicsMinds Conference 2023
  • How to automate the E-signature process via Power Automate
  • Technical Description: The AutoMergeWorkingItem (AMWI) 
  • Dataverse Online OData v2.0 endpoint removal for custom “ExportToWord” Button
Popular Articles
  • DocumentsCorePack Template Designer – Getting Started
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • Step-by-Step: How to configure a One-Click-Action
  • mscrm-addons.com Application Access for Dynamics 365 (App Access) – DocumentsCorePack
  • DocumentsCorePack Online Service Configuration
Top Rated Articles
  • IMPORTANT information for Dynamics 365 online customers using DocumentsCorePack and/or AttachmentExtractor
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • Step-by-Step: How to configure a One-Click-Action
  • “Blocked by Conditional access” error in Azure Active Directory
  • Online Services: Required Application Permissions
Categories
  • *News and General Infos* 52
  • Webinars 36
  • Template Designer(DCP 180
  • DocumentsCorePack(DCP 196
  • TelephoneIntegration (TI 65
  • AttachmentExtractor (AE 62
  • PowerSearch (PS 48
  • ActivityTools (AT 59
  • SmartBar (SB 53
  • GroupCalendar (GC 46
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
  • © 2022 www.mscrm-addons.com. All Rights Reserved.