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Pigna
Advocate IV
Advocate IV

How to modify embedding options in Dynamics CRM?

I can see dashboards through Dynamycs CRM.
I have three needs:

- when clicking on any visual in a dashboard to open a report, I don't want to see the filter pane

- I want a button that allows to see the report in full screen (without passing through the power bi service)

- when clicking on a visual I want to see the exact page of the report the visual belongs to (currently the report opens on the first page, whatever visaul is clicked)

 

By searching a little I have found that these problems might be solved using some javascript.

Someone told  me that in order to add some javascript I need to add/modify the web resources (settings > customizations > customyze the system > components > web resources).

 

The question is how does it work?

If I have to modify some files, how do I know which files to modify? Which files are the one responsible for the embedding of reports?

If I have to add some files, how do I write them? I know how to write some javascript, but I don't know how to tell the CRM he has to use the functions I write and apply them to the Power BI embedded.

1 REPLY 1
v-jiascu-msft
Microsoft Employee
Microsoft Employee

Hi @Pigna,

 

To be honest, I don't know if the Dynamics CRM would let us do such customizations. I would suggest you go to https://community.dynamics.com/crm/ for professional supports. 

 

Best Regards,

Dale

Community Support Team _ Dale
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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