Create a Microsoft CRM 3.0 Dashboard…


Inspired by a great HOL made by John I got into Sharepoint Services and making dashboards for Microsoft CRM to display pivottables based on Microsoft CRM data.


 


I found information on the Microsoft Website, so do you want to try this at home?


 


If you dare to, go here and follow the instructions:
http://www.microsoft.com/dynamics/crm/using/deploy/integratesharept.mspx


 

Comments (2)
  1. A CRM Riff says:

    Have you ever considered, or been asked to consider, creating a Microsoft Dynamics CRM dashboard? Well

  2. Michael says:

    On the linked page it says "You can use either Microsoft Office SharePoint Portal Server (MOSS) 2003 or 2007 or Microsoft Windows SharePoint Services 3.0 to create a dashboard to display essential Microsoft Dynamics CRM data for your users"

    However, I have yet to find Office Web components (OWC) that are compatible w/ Sharepoint Services 3.0 only 2.0.  I took a look at the road map for OWC and it doesn’t seem like MS is developing for OWC anymore.

    Correct me if I’m wrong please as I’d love to try out this feature but can’t add a pivot table as a web part.

    Thanks,

    Michael

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