Dashboards in CRM RRS feed

  • Question

  • I am trying to create user friendly dashboards in CRM and I have the basics sorted.  However I was wondering if real time data from other webpages can be brought in and displayed.  We have another system that records our telephone activities and I would like that displayed if possible.

    I am guessing it will be through iframes but not sure how these are added and used.

    Any help will be gratefully received?

    Monday, December 8, 2014 10:40 AM

All replies

  • Hello,

    You can use iframe or Webressources to put external link in your Dashboard.

    To add it, you have to create it in your Dashboard customization form. (4 choices : View, graph, iframe or webressources)

    To edit your dashboard, go to "Settings/Customization/ustomize your system/Dashboard"

    Blog: crmandme.blogspot.com Twitter: https://twitter.com/Ju_li3n

    Monday, December 8, 2014 11:06 AM
  • Hello,

    integrate external system with crm.. get data on real time basis by setting a trigger that will cause an event (sending data from external system to crm)..insert the data within an html web resource. use resource in dashboard

    • Proposed as answer by Mohd Saad Monday, December 8, 2014 12:14 PM
    Monday, December 8, 2014 11:51 AM