Microsoft CRM List Web Part for SharePoint - released!
December 19, 2008 by JFerguson · Leave a Comment
The Microsoft Dynamics CRM team has released the List Web Part for Microsoft Dynamics CRM 4.0.
The List Web Part can be installed on Windows SharePoint Services 3.0 SP1+ and Microsoft Office SharePoint Server 2007 SP1+ … and the best bit the List Web Part is free for download and use!
List Web Part allows users to display CRM data inside a SharePoint page. The List Web Part for Microsoft Dynamics CRM 4.0 provides a subset of the Microsoft CRM record list and allows users to view records from Microsoft Dynamics CRM as a list in a SharePoint dashboard, open records in Microsoft Dynamics CRM 4.0, and connect multiple web parts to gain insight from different sources.
We have a robust SharePoint practice at CSG, so if you’d like to discuss any element of either SharePoint, or CRM, please do not hesitate to give us a call on 1300 306 332, or drop me an email.
Download Link: http://www.microsoft.com/downloads/details.aspx?FamilyID=3B6EB884-EC15-4288-A2A3-D0B47E057458&DisplayLang=en
Microsoft CRM 5.0 - What’s planned?
November 12, 2008 by JFerguson · Leave a Comment
CRM 4.0 has only been with us for less than a year, but already Microsoft Dynamics CRM 5.0 is being discussed, and the new features being discussed and worked on by the Microsoft CRM development team.
Of course, this is very early in the development cycle, and not all will be released … but at least gives us a nice taste for what is planned!
Microsoft Dynamics CRM UK Blog has a lot of information, which is summarised below:
Ribbon Navigation
Taken from Office 2007 (love it or hate it!) the implementation of the ribbon navigation system is slated for CRM 5.0 to make it easier for users to pick up and find key areas - and this will be completely customisable.
Data Filtering
Navigate to the “DataView”, click the “Filter” command, and perform in-line filtering.
Team Ownership -
Team Owned entities are added in CRM5, which allows for major security benefit
Native SharePoint Integration -
Full, out-of-the-box integration with Windows SharePoint Services for document management
In-line Visualizations -
CRM5 allows you to visualize numeric data using in-line charts. This is not SQL Server Reporting Services currently.
There are many more administration and development features available to read at Microsoft Dynamics CRM UK Blog.
We’ll keep you up-to-date as more information appears publicly available!
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