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I have created a chart that uses a Pivot Table in Excel (2010) that pulls data from CRM. Is there any way to post this chart into a Dashboard?
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Hi Joerbs,
You basically have two options.
1. The Excel chart will need to be hosted in a SharePoint site, you can then use the URL of the chart to display it in your CRM Dashboard (in an iFrame).
2. Provide a hyperlink to the Excel PivotChart that is hosted in SkyDrive or SharePoint. This can be done with a web resource (a simple HTML page) which is then added to your CRM Dashboard. E.g. form the CRM Dashboard the user can click on the link which opens the Excel PivotChart in a web browser.
Note there may be security issues with maintaining a live link to the CRM data when you host the Excel workbook in SharePoint. Depends on if it's your own site or SharePoint Online, but additional permissions may need to be set.
There might be another that I haven't thought of, but, that's the two I've used to date.
Mike
More information: blogs.msdn.com/.../tracking-your-data-using-microsoft-dynamics-crm-dashboards.aspx
Thanks,
Mohammad
Are there any other conditions that need to be met with Dynamics 365? When I try to show a spreadsheet from SharePoint in a dashboard IFrame, I receive an error This content cannot be displayed in a frame. I have tried saving the Excel content as an .htm and a .jpg but I still get the same error.
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