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Customer experience | Sales, Customer Insights,...
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Showing DataVerse Analytic Dashboard in Dynamics CRM Dashboard using IFrame

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Posted on by Microsoft Employee

Hello All,

Thank you in Advance.

Dynamics CRM does not provide OOB capabilities of showcasing User availability/Active users, there Total Operations, Total active users or Most used Entities. All this information is available on Dataverse Analytics (https://admin.powerplatform.microsoft.com/analytics) Dashboard. I was wondering if we can pull this information from Dataverse to Dynamics CRM using IFrame (Open for alternate workaround). I tried getting this information on CRM dashboard using IFrame, however when I Load dashboard, below page gets loaded on Google Chrome.

pastedimage1621241406910v1.png 

If I load same dashboard on Microsoft Edge, I receive below page with error.

pastedimage1621241536693v2.png

IFrame Setting Screenshots:

pastedimage1621242165622v3.png

Additional Browser setting performed:

Chrome: Enabled all Cookies and Javascript.

Edge: Settings -> Tracking Preventions -> Balancing -> Exceptions -> Turned off below Sites for Exceptions

[*.]live.com

[*.].microsoftonline.com

[*.]office.net

pastedimage1621242380734v4.png

pastedimage1621242390732v5.png

  • meelamri Profile Picture
    meelamri 13,212 User Group Leader on at
    RE: Showing DataVerse Analytic Dashboard in Dynamics CRM Dashboard using IFrame

    Glad to help!

    Please don't forget to check my answer by clicking YES above my answer. This will close this thread and allow other people to find the answer.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Showing DataVerse Analytic Dashboard in Dynamics CRM Dashboard using IFrame

    Thank you Mehdi . That worked fine. :)

  • Verified answer
    meelamri Profile Picture
    meelamri 13,212 User Group Leader on at
    RE: Showing DataVerse Analytic Dashboard in Dynamics CRM Dashboard using IFrame

    Hi, 

    I don't think this is possible at this time. As a workaround, I suggest that you add a link to this dashboard on your sitemap. This allows to open this dashboard on a new tab directly from the CRM. This will avoid some manual action.

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