Let’s cut to the chase: Why would you want to do this? Embedding a frequently used website into a dashboard can increase your team’s efficiency!

Do you need a better reason than that? We don’t think so!

Note: Not all websites will work on all browsers.

Here’s exactly how to embed a website into a dashboard in Microsoft Dynamics 365/CRM in 2018:

  1. Copy the URL of the website you want to be displayed inside of a dashboard. 
    Microsoft Dynamics 365/CRM

  2. CRM Quick Tips & TricksOpen the edit screen of the dashboard you want this website displayed inside of.

Microsoft Dynamics 365/CRM

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

Quick Tips & Tricks in CRM

  1. Add an iFrame where you want to add the website. 
    Microsoft Dynamics 365/CRM

  2. Create the iFrame.
    • 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.

Microsoft Dynamics 365 CRM User Group WebinarThere you go! You’ve done it. Easy, right?

Do you want more Microsoft Dynamics 365/CRM Quick Tips & Tricks? Join us for our monthly user-group webinars!

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