Announcements
No record found.
Is it possible to embed my dashboards I create in the CRM custom page or on an entity in the customer portal. Not PowerBI.
Hi partner,
1.If you want to show your dashboard in CRM form, you could follow these steps.
a.Get your dashboard ID. Go to Settings->Customizations->Customize the System->Dashboard->Your dashboard and open the edit page.
Copy the dashboard's ID between { and } to notebook.
b.Create an HTML page to show this dashboard and insert it into D365 as web resource.
You need to adjust the height and width of the page according to the actual situation.
HTML Iframes
c.Add a new section in your form and add this web resource in it.
2.If you want to show your dashboard in portal form, you could refer to the following blog.
https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/259383/crm-portal-dashbord
https://colinvermander.com/2016/11/30/whats-new-in-dynamics-365-portals/
Hope it helps.
Best Regards,
Leo
Standard Dashboard charts can be displayed in portal with slight liquid extension. Please have a look at the following link for sample:
colinvermander.com/.../
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Congratulations to our 2026 Super Stars!
We are thrilled to have these Champions in our Community!
These are the community rock stars!
Stay up to date on forum activity by subscribing.
11manish 176
ManoVerse 56 Super User 2026 Season 1
Niki Patel 42
