Thanks to the ease of adding web pages and scripts to forms and dashboards in Microsoft Dynamics CRM 2011, I was recently able to quickly create a Market Monitor Dashboard. The goal was to be able to surface relevant data inside the tool I use all day (CRM), without having to flip to other systems. This is meant to be an interface, not an integration. This flexible tool is a popular feature with many of our customers who use any of our CRM for Capital Markets products, like CE: Asset Management, CE: Wealth Management, CE: Investment Banking, and CE: Private Equity. Below are the easy steps.
Step by Step: How to create a Market Monitor Dashboard in Microsoft CRM 2011.
Step 1: Create the Dashboard
To create a system dashboard for your office, Go to Settings > Customizations > Dashboard > New
To create a personal dashboard, go to Dashboards > New (on the ribbon).
Select your dashboard layout. I chose a 3 column for this example.
Step 2: Select your market feed components
This step takes a little homework. I selected what I believe to be some pretty good feeds, but they may not fit the needs of what you need to do. I also limited this example to url and html feeds. The jscript feeds are just fine too; just not what I used in this example.
For this step, just cut and collect your URLs on a notepad. What I used:
Additional feeds are available from many different sources, such as Dow Jones, CNBC, FoxBusiness, MarketWatch, etc. Just Bing “stock market feeds” and you will see them there.
Step 3: Add your IFRAMES
From the dashboard, select an area on the grid and click on the IFRAME button on the ribbon. This will bring on a from where you can paste your URL. Be sure to uncheck the ‘Restrict cross-frame scripting’.
Once you save this dashboard part, you can resize it as you see fit.
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