« Microsoft CRM 3.0 pricing posted | Main | Upcoming Microsoft CRM 3.0 webcasts »
CRM dashboard with SharePoint
Microsoft posted an article detailing how to "Create a Microsoft CRM 3.0 Dashboard with Microsoft SharePoint Portal Server".
You can use either Microsoft Office SharePoint Portal Server 2003 or Microsoft Windows SharePoint Services to create a dashboard to display essential data for your users. In this example, you will learn how to use SharePoint Portal Server and Microsoft Office FrontPage to create a dashboard to display a chart of the top open opportunities and their projected revenue.
The first section explains how to create a SharePoint Portal Server page with an Office Web component (a PivotChart), connect it to the Microsoft CRM database, and configure the PivotChart. The second section explains how to create a data view on the SharePoint site by using FrontPage. The final section explains how to replace the default Microsoft CRM home page with your SharePoint Portal Server dashboard.
I love the exact step-by-step instructions, but I wish they included at least one image of what the actual output will look like!
We'll test this out and post some screenshots to our website.
Posted by Mike Snyder on December 13, 2005 in Microsoft Dynamics CRM 3.0 | Permalink
Comments
I liked the article and had to comment.
I have done similar work using CRM 1.2 and Windows Sharepoint Services. Built the dashboard page with frontpage.
The ability to tie into the data and extract/work with that data is great. The DB structure is simple, even for a none developer. As a regular IT consultant, it's nice to use simple tools to add value.
Posted by: Bill Watters | Dec 14, 2005 1:32:41 PM
I have gone through this blog and others couldn't find the answer. Is there a way to create a dashboard with Microsoft Dynamics CRM 3.0 if the customer doesn't have sharepoint portal. How? steps?
Posted by: Manish Roy | Dec 12, 2006 12:15:18 PM
Nice post... very interesting thoughts...
Posted by: CRM Product Development | Aug 12, 2008 5:56:25 AM
Nice Blog! Thanks for the information
Posted by: sharepoint | Jan 1, 2009 5:30:13 AM
