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Customer Service forum

create right tab same as Live Assist from Cefex

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Hello,

I want to add my custom HTML page on right side of Main Screen:

1682.msCRmTab.png

Can you please provide step by step instruction.

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  • Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    you cant. but you can display the html inside the dashboard.

    Refer below steps on how to achieve it.

    www.c5insight.com/.../non-developers-guide-how-to-use-web-resources-for-dashboards-in-dynamics-crm.aspx

  • vovanb Profile Picture
    on at

    Sorry , it is not true. Look into CafeX implementation in my screenshots. They did it and it working very nice.

  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi,

    You can use below script to load the webpage.

    ==================

    function loadBingPanel()
    {
    Xrm.Panel.loadPanel("https://www.bing.com", "Search");
    }

    ==================

    If you are not familier with JavaScript in CRM, you can refer this blog - neilparkhurst.com/.../javascript-basics

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/xrm-panel/loadpanel

    panel.png

    Hope this helps.

  • vovanb Profile Picture
    on at

    It is exactly what I needed. What is the best place to add call loadBingPanel so it will be for all users, right after user logged in ?

  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi,

    As per the documentation, it will be displayed always when the javascript is executed for the user. Calling the JavaScript right after log in would be tricky as the main place to call the JS is from the record i.e. user need to open a record.

    There are other workaround to call js on dashboard but those requires creating web resource running the script and then calling that web resource from dashboard.

    community.dynamics.com/.../238609

    Hope this helps.

  • vovanb Profile Picture
    on at

    I think with CafeX they using something different. There is no dashboard loaded from their solution

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