Due to scheduled maintenance, some areas of our site are currently inaccessible. Thank you for your patience.

Please reach out to sales@eonesolutions.com with any questions.

How to Embed a Widget on a Dynamics 365 Finance and Operations Dashboard

How to Embed a Widget on a Dynamics 365 Finance and Operations Dashboard

With the use of a Popdock widget you can integrate Popdock right into your Dynamics 365 Finance and Operations dashboard with just a URL.

A Popdock widget will need to be created prior to following these steps because you will need the widget URL.  Click here to learn How to Create a Popdock Widget.

Adding a Popdock Widget to a Dynamics 365 Finance and Operations Dashboard

1. Log into your Dynamics 365 Finance and Operations environment. From the Homepage or Default Dashboard, select the Settings icon in the upper right corner.

2. From the dropdown menu, select Personalize.

3. Select the Ellipsis in the upper right corner of the Personalize menu.

4. In the dropdown menu, select Add a page.

5. The Add a page menu will populate. Select Website.

6. In the Name field, give your page a name.

7. Log back into your Popdock account and then edit the widget you created to embed in Dynamics 365 Finance and Operations. Select Embed codes from the left Settings menu.

8. Select the Copy icon to the right of the Link field. This will copy the URL link.

9. Navigate back to Dynamics 365 Finance and Operations and paste the link in the URL field. With the Name and URL fields complete, select Save.

10. Your Dynamics 365 Finance and Operations default dashboard will refresh. Locate and select the page you just created from the list.

11. Your widget will populate and is now available to use.

‍Copy Value, Copy Row, and Export options are unavailable when iFrame parameters are unable to be changed.


To learn how to share this widget with other users within Dynamics 365 Finance and Operations visit HERE.



If you have questions on how to embed a widget on a Dynamics 365 Finance and Operations dashboard, contact support@eonesolutions.com.

Content
Adding a Popdock Widget to a Dynamics 365 Finance and Operations Dashboard

Feeling stuck? Get the support and guidance you need to help you power through any data challenge

Reset Filters