Build your own Integrated CRM Dashboard: Step by Step

How to build a 100% integrated Dashboards in Dynamics CRM?
Step 1:

• Make a backup of the script Global.js in the CRM folder \_common\scripts.
• Open the original script Global.js with notepad.
• Search for the value "oncontext".
• Change this part of the script exactly as shown below and save the script:

_______________________________

}

function document.oncontextmenu()

{

return true

var s = event.srcElement.tagName;

_______________________________

This value activates the right-mouse button in Dynamics CRM

Step 2:

• In this example the Dashboard will be placed on an Accounts tab.
• Change the account form; add a new tab ("Dashboard").
• Add a new section on the tab ("Contacts").
• Add an iFrame to this section: Name = IFRAME_Contacts / URL = about:blank / Activate the "Pass record.... " option. Deactivate all other options.
• Add the script as shown below to the form (onLoad event) and enable the event:

_______________________________

var navContacts;

navContacts = document.all.navContacts;

if (navContacts != null)

{

document.all.IFRAME_Contacts.src="/sfa/accts/areas.aspx?oId=" +

crmForm.ObjectId +

"&oType=1&security=852023tabSet=areaContacts";

}

else

{

alert("navContacts is not Found");

________________________________

• The bold items (1, 852023 and Contacts) are different per entity but it's easy to determine what the values in your environment are.
• Select the right entity (in this case Contacts at Accounts, so first select Accounts and then the Contacts belonging to this Accounts) and click with your right mouse button on the Contact records.
• Select 'Properties' in the right mouse button menu and select the full address with your left mouse button. At the end of the complete address you'll see the values you should use.

Step 3

• Now it's easy to add more items on your Dashboard.
• Place all the items you want on the Dashboard en finally save and publish the form.
• Don't forget to change the IFRAME name in the script when you use a different name or new IFRAME on your Dashboard.

[Jeffry, thanks for your help with this]