Customer Engagement & Dynamics CRM Forum

I have received a request to add a "ribbon" with some text across the top of a CRM Dashboard (not a BI Dashboard). I am quite certain that OOB we are not able to do that, but has anyone found a way? They wanted to add a note about the intent of the Dashboard or things to pay particular attention to.  Any thoughts?

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Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
Kansas City CRMUG Chapter Leader
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It may be possible to do something with Ribbon Workbench but tbh, it would be far easier to add an iframe to the dashboard and add the text there.

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Donal McCarthy
Digital Marketing Administrator
BrightWork
Galway
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Original Message:
Sent: Aug 17, 2021 11:55 AM
From: Laura Mortick
Subject: Ribbon on the top of a CRM Dashboard

I have received a request to add a "ribbon" with some text across the top of a CRM Dashboard (not a BI Dashboard). I am quite certain that OOB we are not able to do that, but has anyone found a way? They wanted to add a note about the intent of the Dashboard or things to pay particular attention to.  Any thoughts?

------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
Kansas City CRMUG Chapter Leader
------------------------------

Hi Laura,

I came across following discussion:

         Ribbon Workbench 2016 - Adding a button to a dashboard

Not sure if it has any help to you.

I know Microsoft has added "Edit Command" in PowerApps preview, but it only applies to entities.

Thanks,

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Junbin Duan
Senior Application Developer
National Research Council Canada
Ottawa ON
------------------------------

Original Message:
Sent: Aug 17, 2021 11:55 AM
From: Laura Mortick
Subject: Ribbon on the top of a CRM Dashboard

I have received a request to add a "ribbon" with some text across the top of a CRM Dashboard (not a BI Dashboard). I am quite certain that OOB we are not able to do that, but has anyone found a way? They wanted to add a note about the intent of the Dashboard or things to pay particular attention to.  Any thoughts?

------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
Kansas City CRMUG Chapter Leader
------------------------------

I have done something similar to what Donal McCarthy suggests to add web links to helpful sites for our users on a dashboard.  I created an HTML web resource, added the appropriate text as HTML, saved and published the web resource, and then applied that to a section on the dashboard.  It took a couple of versions to get where the users wanted it, but the end results are nice.  They wanted graphic links for the various sites rather than just boring old links, so I had to create image files as web resources, and reference them in the HTML code.

------------------------------
Tom Obright
Senior Technical Advisor
Amerongen Consulting Inc
Ottawa
------------------------------

Original Message:
Sent: Aug 17, 2021 11:55 AM
From: Laura Mortick
Subject: Ribbon on the top of a CRM Dashboard

I have received a request to add a "ribbon" with some text across the top of a CRM Dashboard (not a BI Dashboard). I am quite certain that OOB we are not able to do that, but has anyone found a way? They wanted to add a note about the intent of the Dashboard or things to pay particular attention to.  Any thoughts?

------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
Kansas City CRMUG Chapter Leader
------------------------------

@Donal McCarthy and @Tom Obright thank you so much for the suggestion. I think that will work for us!  I would love for it to be a nice thing ribbon but this is a great alternative!  thank you for your replies!!

Laura​​

------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
Kansas City CRMUG Chapter Leader
------------------------------

Original Message:
Sent: Aug 19, 2021 02:41 PM
From: Tom Obright
Subject: Ribbon on the top of a CRM Dashboard

I have done something similar to what Donal McCarthy suggests to add web links to helpful sites for our users on a dashboard.  I created an HTML web resource, added the appropriate text as HTML, saved and published the web resource, and then applied that to a section on the dashboard.  It took a couple of versions to get where the users wanted it, but the end results are nice.  They wanted graphic links for the various sites rather than just boring old links, so I had to create image files as web resources, and reference them in the HTML code.

------------------------------
Tom Obright
Senior Technical Advisor
Amerongen Consulting Inc
Ottawa

Original Message:
Sent: Aug 17, 2021 11:55 AM
From: Laura Mortick
Subject: Ribbon on the top of a CRM Dashboard

I have received a request to add a "ribbon" with some text across the top of a CRM Dashboard (not a BI Dashboard). I am quite certain that OOB we are not able to do that, but has anyone found a way? They wanted to add a note about the intent of the Dashboard or things to pay particular attention to.  Any thoughts?

------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
Kansas City CRMUG Chapter Leader
------------------------------

@Donal McCarthy and @Tom Obright - we have been playing around with the HTML. Any thoughts on the black line around the box?  Either how to add the line to the bottom or how to remove the line? Seems a little odd that it is on three sides of the "box".  thanks! ​​

------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
Kansas City CRMUG Chapter Leader
------------------------------

Original Message:
Sent: Aug 19, 2021 02:41 PM
From: Tom Obright
Subject: Ribbon on the top of a CRM Dashboard

I have done something similar to what Donal McCarthy suggests to add web links to helpful sites for our users on a dashboard.  I created an HTML web resource, added the appropriate text as HTML, saved and published the web resource, and then applied that to a section on the dashboard.  It took a couple of versions to get where the users wanted it, but the end results are nice.  They wanted graphic links for the various sites rather than just boring old links, so I had to create image files as web resources, and reference them in the HTML code.

------------------------------
Tom Obright
Senior Technical Advisor
Amerongen Consulting Inc
Ottawa

Original Message:
Sent: Aug 17, 2021 11:55 AM
From: Laura Mortick
Subject: Ribbon on the top of a CRM Dashboard

I have received a request to add a "ribbon" with some text across the top of a CRM Dashboard (not a BI Dashboard). I am quite certain that OOB we are not able to do that, but has anyone found a way? They wanted to add a note about the intent of the Dashboard or things to pay particular attention to.  Any thoughts?

------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
Kansas City CRMUG Chapter Leader
------------------------------

Well... if this were a regular web resource there is a tickbox to remove the border, but dashboards are special.  I too have noticed the strange three sided square border, and have assumed that the web resource section of the dashboard constrains width of the html resource, but does not constrain the length.  You could try something like body {
width: 1280px;
height: 300px;
}
to tighten up the size of the html window, and play with the width and height until you get the appropriate borders showing up.  I have to be honest I have not done that for my webresource yet, your team must have sharper eyes that I do because I did not notice it until you mentioned it.

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Tom Obright
Senior Technical Advisor
Public Prosecution Service of Canada
Ottawa
------------------------------

Original Message:
Sent: Aug 20, 2021 03:53 PM
From: Laura Mortick
Subject: Ribbon on the top of a CRM Dashboard

@Donal McCarthy and @Tom Obright - we have been playing around with the HTML. Any thoughts on the black line around the box?  Either how to add the line to the bottom or how to remove the line? Seems a little odd that it is on three sides of the "box".  thanks!

​​

------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
Kansas City CRMUG Chapter Leader

Original Message:
Sent: Aug 19, 2021 02:41 PM
From: Tom Obright
Subject: Ribbon on the top of a CRM Dashboard

I have done something similar to what Donal McCarthy suggests to add web links to helpful sites for our users on a dashboard.  I created an HTML web resource, added the appropriate text as HTML, saved and published the web resource, and then applied that to a section on the dashboard.  It took a couple of versions to get where the users wanted it, but the end results are nice.  They wanted graphic links for the various sites rather than just boring old links, so I had to create image files as web resources, and reference them in the HTML code.

------------------------------
Tom Obright
Senior Technical Advisor
Amerongen Consulting Inc
Ottawa

Original Message:
Sent: Aug 17, 2021 11:55 AM
From: Laura Mortick
Subject: Ribbon on the top of a CRM Dashboard

I have received a request to add a "ribbon" with some text across the top of a CRM Dashboard (not a BI Dashboard). I am quite certain that OOB we are not able to do that, but has anyone found a way? They wanted to add a note about the intent of the Dashboard or things to pay particular attention to.  Any thoughts?

------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
Kansas City CRMUG Chapter Leader
------------------------------

This bugged me just now. You can embed some JS into your web resource to remove the iFrame border. Here's the basics, leading up to the body tag.

<html>
    <head>
        <script language="javascript">
            function removeFrameBorder() {
                var parentFrames = parent.document.getElementsByTagName("IFRAME");
                for (var i = 0; i < parentFrames.length; i++) {
                    if (parentFrames[i].contentWindow === window) {
                        parent.document.getElementById(parentFrames[i].id).style.border = '0';
                    }
                }
            }
        </script>
    </head>
    <body onLoad="removeFrameBorder();">​

------------------------------
Mike Keeley
Booz Allen Hamilton
------------------------------

Original Message:
Sent: Aug 20, 2021 03:53 PM
From: Laura Mortick
Subject: Ribbon on the top of a CRM Dashboard

@Donal McCarthy and @Tom Obright - we have been playing around with the HTML. Any thoughts on the black line around the box?  Either how to add the line to the bottom or how to remove the line? Seems a little odd that it is on three sides of the "box".  thanks!

​​

------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
Kansas City CRMUG Chapter Leader

Original Message:
Sent: Aug 19, 2021 02:41 PM
From: Tom Obright
Subject: Ribbon on the top of a CRM Dashboard

I have done something similar to what Donal McCarthy suggests to add web links to helpful sites for our users on a dashboard.  I created an HTML web resource, added the appropriate text as HTML, saved and published the web resource, and then applied that to a section on the dashboard.  It took a couple of versions to get where the users wanted it, but the end results are nice.  They wanted graphic links for the various sites rather than just boring old links, so I had to create image files as web resources, and reference them in the HTML code.

------------------------------
Tom Obright
Senior Technical Advisor
Amerongen Consulting Inc
Ottawa

Original Message:
Sent: Aug 17, 2021 11:55 AM
From: Laura Mortick
Subject: Ribbon on the top of a CRM Dashboard

I have received a request to add a "ribbon" with some text across the top of a CRM Dashboard (not a BI Dashboard). I am quite certain that OOB we are not able to do that, but has anyone found a way? They wanted to add a note about the intent of the Dashboard or things to pay particular attention to.  Any thoughts?

------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
Kansas City CRMUG Chapter Leader
------------------------------