we are using crm to maintain key customer accounts. i want to create a site within share point where i can display dashboards and graphs by pulling data from CRM.
is it possible to do so ?how can i achieve it ? i just need to create a rich site where i can pull data from CRM and display it within share point portal. also how can i use yammer feed for the same ? it should look like the image below where you see all the
information presented in rich format.
How can we create a rich/dynamic key account site within Share Point using CRM data ?
September 14th, 2015 9:51am
Hi jaywardhan,
As your description, you want to show data from CRM into a SharePoint site. Is it right?
You can configure SharePoint BCS with CRM database, then create an External Content Type and external list to display the data in SharePoint.
More information, you can refer to:
https://crmconsultancy.wordpress.com/2011/12/15/integrating-dynamics-crm-data-into-sharepoint-2010/
There are other ways to do it, please take a look at:
https://rules.ssw.com.au/do-you-know-the-6-ways-to-integrate-your-crm-2011-data-into-sharepoint-2010
Thanks,
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September 15th, 2015 3:02am