Adding a Word document into a Dashboard in CRM Online

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Hi, wanted to gauge feedback on the best way to insert a Word document into a Dashboard in CRM Online 2011.  I know I can add a hosted image via I-Frame to do this, but is this the best way?  

Verified Answer
  • Hi,

    Not sure I follow you here. Why would you want to do this? If you want to show information, it is better to save the Word document as html, upload the html to CRM as a html web resource and then show this web resource in the dashboard. Having a Word document being shown every time a user loads a dashboard is not something I would typically recommend.

    Regards Gustaf Westerlund
    MVP, CEO and Chief Architect at CRM-Konsulterna
    www.crmkonsulterna.se
    CRM Blog

    If you find answers useful, please mark them as answered, it will help all of us in the community!

All Replies
  • Hi,

    Not sure I follow you here. Why would you want to do this? If you want to show information, it is better to save the Word document as html, upload the html to CRM as a html web resource and then show this web resource in the dashboard. Having a Word document being shown every time a user loads a dashboard is not something I would typically recommend.

    Regards Gustaf Westerlund
    MVP, CEO and Chief Architect at CRM-Konsulterna
    www.crmkonsulterna.se
    CRM Blog

    If you find answers useful, please mark them as answered, it will help all of us in the community!

  • Thanks Gustaf - this is not something I would recommend either but it is something that management is asking for.  Thanks for the response.