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Customer experience | Sales, Customer Insights,...
Suggested answer

How to use iframe or web resources to display text messages on dashboards ?

Posted on by 5

Hello everyone,

My name is Romain, I am a CRM project manager in a French subsidiary of a group that sells garden tools. It's the first time I write on this site, I hope I'm doing it right.

I am building a dashboard for the sales people.
The purpose of this dashboard is to present the essentials of their activity (appointments of the day, of the week, the list of their account etc.).

I would like to include a block in which I can display messages (instructions, alerts etc).
I think this is possible using iframe or web resources. I could put a link to a document (Powerpoint) shared via Onedrive. However, when I put a URL, nothing appears...

Should I use web resources or iFrames? How can I solve my problem? Do you have an idea?

Thanks to all,

Romain 

  • RE: How to use iframe or web resources to display text messages on dashboards ?

    Hi

    Here some additional information that may help:

    Create web resources in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

    Welcome to this amazing community.

  • Suggested answer
    Rakesh90 Profile Picture
    Rakesh90 200 on at
    RE: How to use iframe or web resources to display text messages on dashboards ?

    Hi Romain,

    Welcome to the community!

    Not possible with Iframes. IFrames are basically web addresses that are hosted (like bing.com)

    Instead Create a HTML web resource, something like below. Add the web-resource to the Dashboard in one of the tiles.

    <!DOCTYPE html>

    <html>

    <head>

    <title>Page Title</title>

    <style>

    body {

     background-color: black;

     text-align: center;

     color: white;

    }

    </style>

    </head>

    <body>

    <h1>This is a Heading</h1>

    <p>This is a paragraph.</p>

    <img src="avatar.png" alt="Avatar" style='width:200px'>

    </body>

    </html>

    If this answers your question, please mark my answer as verified.

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