Adding System Dashboard to Entity Form

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Posted on by hsagen

I have a system dashboard with an iFrame containing a PowerBI map related to customer accounts. I want to add this system dashboard to my Accounts entity's form.

I assume that I can add another iFrame to the form and then use the dashboard's URL, but I do not see a way to get that URL in this version of Sales.

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hsagen 5 on at

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RE: Adding System Dashboard to Entity Form

Unfortunately, neither method works.

When viewed from the entity, the error message is:

{myorg}.crm0.dynamics.com’s server IP address could not be found.

When viewed from within the solution customization's iFrame, the error message is:

This site can’t be reached

Check if there is a typo in {myorg}.crm0.dynamics.com.

If spelling is correct, try running Windows Network Diagnostics.

DNS_PROBE_FINISHED_NXDOMAIN
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Eiken on at

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RE: Adding System Dashboard to Entity Form

Hi,

There are two ways to set the url of dashboard.

1. Without Dashboard Title / Dashboard Selector

https://yourcrmorg.crm0.dynamics.com/dashboards/dashboard.aspx?dashboardId={GUID}&dashboardType=1030&pagemode=iframe

2. With Dashboard Title /Dashboard Selector

https://yourcrmorg.crm0.dynamics.com/workplace/home_dashboards.aspx?dashboardId={GUID}

Replace the {GUID} in the url with the id of your dashboard.

To get the id, please refer to the following link.

Getting a Dynamics 365 CRM Dashboard URL - Carl de Souza