Thursday, 17 July 2014

Want to See Service Calendar on CRM Dashboard?

In this post I would explain to place Service Calendar on CRM Dashboard using IFrame and this is the quick steps:

First of all, notice that the URL for Service Calendar is basically:

/sm/home_apptbook.aspx

1. First you go to Dashboard Setting for customization

2. Then insert the IFrame

image

or

image

3. Set the IFrame URL to the Service Calendar URL

For example:

https://crm.servername:5555/myorg/sm/home_apptbook.aspx

Uncheck the Restrict cross-frame ... check box

SNAGHTMLa0248e2

4. Just adjust the Height and Weight of your component:

image

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5. Name it, Save it, and Publish All Customization

6. Test the result

7. Refresh the browser, and go to Dashboard anchor.

8. Here is the result:

SNAGHTML9e57687 
Hope it helps!

Thank you!

3 comments:

  1. It's ok, but When I press the resource/user/etc. It doesn't open the record. Do you know how to solve It?

    Thanks and regards

    ReplyDelete
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