This simple guide will walk you through how to add a Report to a Dashboard in Microsoft Dynamics 365/CRM.
If you’re a user or admin in need of a simple tutorial, you’ve found your key to Report success in Microsoft Dynamics 365/CRM Dashboards.
- Copy the report URL
Run the report you would like to put in your dashboard
Copy the entire URL.
- Navigate to the Dashboard’s edit screen by going to settings, Customizations
- Add an iFrame where you want to add the report
- Create the iFrame
- You may have to increase the Height or Width many times. If you chose a frame that goes all the way across a webpage, then you will not be able to increase the Width.
- Save the Dashboard
Navigate back to the Solution and Publish.
Enjoy your new Dashboard!
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