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Custom graphs

2 posts, 1 answered
  1. Harri Takala
    Harri Takala avatar
    2 posts
    Registered:
    20 Aug 2020
    17 Nov 2020
    Link to this post
    Hi, 

    For more advanced graphics created for example with D3.js. I assume that these can be embedded as code / CSS / Java Script, but in terms of security - how should you manage that graph content is in line with logged user rights? (Eq. graph contains only data from Dynamics under logged on users parent account)?
     
    Any guideline for this?
    Thanks. 

    HArri T
  2. Andre B
    Andre  B avatar
    16 posts
    Registered:
    10 Mar 2020
    Answered
    22 Nov 2020
    Link to this post
    Hi Harri,

    What kind of restrictions would you be applying to the data for a logged in user?

    The data used to populate your graph could be acquired using, for example, a saved query. With the saved query, you could apply a filter to the fetch which restricts what data is returned. 

    I have provided a link below on how to use saved queries: 
    https://www.crmportalconnector.com/developer-network/documentation/how-tos/mvc-based-widgets/how-to-use-the-saved-queries-feature

    If you have any other questions, feel free to let us know. You can also register for one of our Q&A session here:
    https://www.crmportalconnector.com/support/training/daily-q-a-registration


    Regards,
    Andre
2 posts, 1 answered