captureA Dynamics 365/CRM Dashboard only supports up to 6 frames. Frames can be Charts, Lists, Social Insights, Web Resources, or iFrames. iFrames can contain entire Dashboards. The process of using an iFrame to place a Dashboard inside of another Dashboard is called embedding a Dashboard. This process allows a Dashboard to support more than 6 frames! You will need customization privileges in Dynamics 365 to do this, if you don’t just contact your admin for assistance!

How to embed a Dashboard

Copy this text and paste it into notepad or another text editor: https:///dashboards/dashboard.aspx?dashboardid=%7b%7d&dashboardType=1030&pagemode=iframe

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1. Copy the organization’s URL

This is usually the same for all pages in the organization.

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2. Paste that into the text editor

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3. Copy the Dashboard GUID

a. Navigate to the Dashboard you want to place inside of another Dashboard

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Any Dashboard will do. Double click it to open up the edit screen.

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b. Copy the Dashboard GUID

It will consist of capital letters, numbers, and dashes: ????????-????-????-????????????

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4. Paste that into the text editor

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Your URL is now ready to be used in an iFrame.

5. Copy the url you created

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6. Open up the edit screen for the Dashboard you want to place another Dashboard inside of

You can also create a new one. This tutorial will not cover creating new Dashboards.

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Any Dashboard will do. Double click it to open up the edit screen.

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7. Add an iFrame where you want to add a Dashboard. It sometimes makes sense to pick a frame that goes all the way across the webpage. This will provide ample room to embed a Dashboard with multiple Charts next to each other.

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8. Create the iFrame

a. Name it, paste the URL, make sure that Restrict cross-frame scripting, where supported. Is unchecked, and Pass record object-type code and unique identifier as parameters. Is unchecked.

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b. Click OK.

9. Expand the Height and Width of the frame as necessary. If this is your first time embedding a Dashboard, then this may take some trial and error. You may have to increase the Height or Width many times. If you chose a frame that goes all of the way across a webpage, then you will not be able to increase the Width.

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10. Save the Dashboard

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11. Navigate back to the Solution and Publish.

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12. Enjoy your new Dashboard!

For more technical Dynamics 365/CRM tips and tricks like the one posted today, be sure to visit our archive of technical blog posts here, be sure to share them with your admin!

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