As my partner Geoff wrote in this blog, we use dashboards very heavily internally, and since that article was written (early 2012), we have since extended our systems even further and expanded our set of core metrics and KPIs to be about 12-15 charts and graphs (depending on special events we may have, etc.). If you have used CRM 2011 Dashboards with CRM Online, you know that there is a maximum of 6 components that can be put on any given dashboard. If you are using CRM 2011 on-premise, stay with me, because adding more dashboards that require scrolling to display is not always the best (or most usable) solution. And…for those of you that have CRM 2011 and are not using the dashboards - what are you waiting for?!
The purpose of this post is to tell you about a fairly quick way to create rotating dashboards with SharePoint. Why SharePoint? 1) Because our teams live in CRM and SharePoint every day and 2) We didn't want add yet another web application to our list of solutions, just to host this. SharePoint was a perfect solution for our needs and solved the problem, while allowing us to stay within our core systems and leverage the platform.
First, we used CRM to build the core set of dashboards to show our metrics and KPIs. As mentioned above, we have about 12-15 components, so we spread this over 3 dashboards, which in theory would give us the ability to show 18 components (6 components per dashboard x 3 dashboards). Below are the 3 dashboards we have.
Next, we needed a way to be able to see all of these dashboards in a rotating fashion. As mentioned in the blog above, Geoff showed how we have our dashboards on the large LCD monitors in our lobby and back offices. Showing 1 dashboard was great, but we had a need to rotate between all 3 of these dashboards so we could consume all of the data that we needed to show. To do this, we created 3 pages in SharePoint as seen below. These pages used our standard master page and the page layout was a single web part zone where we added a single Page Viewer Web Part (PVWP) to the page. This is essentially an iFrame in SharePoint that allows you to show any URL inside of SharePoint. The URL we entered for the PVWP was the direct URL to the CRM dashboard. To keep this short, I won't go into details on that, but you can easily Google how to get this URL from CRM.
This is how one of our dashboards looked inside of SharePoint. As you'll notice, we removed all of the "chrome" from the pages - in other words the ribbon, navigation, etc.
Once implemented, the short video below is a rough idea of how this turned-out. It is a very nice and elegant solution that allows us to have as many dashboards as we need, all available within a single view.
Hello, I am having the same issue as @ZuperC. Any comments on how to get the CRM dashboard data to load in SharePoint? When I open the SP 2013 page with the Page Viewer web part which stores the CRM 2013 URL, the "loading" circle keeps spinning, and no dashboard displays. If it's just a list, that doesn't display either. Thanks,
has anyone found any kind of solution to this problem ? ive been sitting here the whole day trying to figure out how to fix it, cant get it to work.... PLEASE....
I followed the same thing . Using CRM 2013 online and SharePoint 2013 online Added the dashboard url in the page viewer webpart but it keeps loading and does not show the report. Please help if you have figure out this issue
I have the exact same issue as Kunal. I have SP 2013 pointing to a CRM 2013 dashboard within a page viewer. It just keeps saying loading, but never finishes. Has anyone found a solution to that?
I have followed the Guide also and the dashboard from CRM 2013 SP1 can't show Graphs in Sharepoint 2013 it just keeps loading and loading, hope anyone can help with this issue.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.