Home > Microsoft Dynamics > Create a Microsoft Dynamics CRM 3.0 dashboard with SharePoint Portal Server

Create a Microsoft Dynamics CRM 3.0 dashboard with 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 Microsoft Dynamics CRM 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. Read more >

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Categories: Microsoft Dynamics
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