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create right tab same as Live Assist from Cefex

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Posted on by vovanb

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 33,628 on at

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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

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vovanb on at

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

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RaviKashyap 55,410 Moderator on at

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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

Hope this helps.

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vovanb on at

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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 ?

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RaviKashyap 55,410 Moderator on at

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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.

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vovanb on at

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

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