Creating a Market Monitor Dashboard in Microsoft Dynamics CRM 2011 in 3 Easy Steps

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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.

market dashboard

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:

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.
  • Save and publish.

You may need to do a few things to make sure your browser with your dashboard. First, make sure you have java installed (available at Also, if you get a ‘secure content’ alert, you can disable it by following the instructions here:

Post by: Brad Koontz, Customer Effective

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