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CRM dashboard with SharePoint

Posted by Mike Snyder on December 13, 2005  |  commentsComments (5)

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.

Comments

  1. 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

  2. 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

  3. Nice post... very interesting thoughts...

    Posted by: CRM Product Development  |  Aug 12, 2008 5:56:25 AM

  4. Nice Blog! Thanks for the information

    Posted by: sharepoint  |  Jan 1, 2009 5:30:13 AM

  5. Awesome info. Thanks for sharing.
    zee
    walisystems.com

    Posted by: zee  |  Dec 8, 2010 7:09:32 AM

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