How to Use an iFrame to Embed a Dashboard Within Another in Microsoft Dynamics 365/CRM

A Microsoft Dynamics 365/CRM Dashboard only supports up to six individual frames.

Frames can be Charts, Lists, Social Insights, Web Resources, or iFrames. Interestingly, iFrames can actually contain entire Dashboards.

The process of using an iFrame to place a Dashboard inside of another Dashboard is typically called embedding a Dashboard.

This process allows a Dashboard to support more than six frames. You will need customization privileges in Dynamics 365 to do this or contact your system administrator for assistance.

How to embed a Dashboard:

Copy this text and paste it into notepad or another text editor. You will be replacing the two bolded text areas directly below.

https://<ORG_URL>/dashboards/dashboard.aspx?dashboardid=%7b<DASHBOARD_GUID>%7d&dashboardType=1030&pagemode=iframe

Copy the organization’s URL – this is usually the same for all pages in the organization.

Paste that URL into the text editor

Copy the Dashboard GUID

Navigate to the Dashboard you want to place inside of another Dashboard (via Customizations)

Choose the Dashboard and double-click it to open up the edit screen.

Copy the Dashboard GUID

It will consist of capital letters, numbers, and dashes similar to this: D1F511A8-1EAD-E211-BB72-00155DA9A201

Paste that GUID into the text editor

Your URL is now ready to be used in an iFrame.

Copy the url you created

Open up the edit screen for the Dashboard you want to place another Dashboard inside of – you can also create a new one. This tutorial will not cover creating new Dashboards.

Add an iFrame where you want to add a Dashboard. It sometimes makes sense to pick a frame that goes all the way across the webpage. This will provide ample room to embed a Dashboard with multiple Charts next to each other.

Create the iFrame

Name it, paste the URL, make sure that Restrict cross-frame scripting, where supported. Is unchecked, and Pass record object-type code and unique identifier as parameters. Is unchecked.

Click OK.

Expand the Height and Width of the frame as necessary. If this is your first time embedding a Dashboard, then this may take some trial and error. You may have to increase the Height or Width a few times.

If you chose a frame that goes all of the way across a webpage, then you will not be able to increase the Width.

Save the Dashboard

Navigate back to the Solution and Publish.

Congratulations! Enjoy your new Dashboard.

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