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I am new to Microsoft Dynamics CRM and I'm hoping a seasoned user (or two) will share some ideas with me.
We have a Digital Dashboard that displays summary data about inquiries, applicants, admits, and registrants from our ERP system, which uses an Oracle 11g database. We have recently moved our inquiry and admission application pages to CRM, and data is only sent from the CRM to our ERP system for admits.
I'm wondering if it is possible to:
Or, is there a better alternative?
We discussed exporting the inquiry and applicant data from the CRM, but the dashboards in Recruiter are already built and are very nice. It would be great if there was a way to access those dashboards for inquiries and applicants and access our ERP dashboards for admits and registrants.
I'm not sure what's possible with this system yet. If anyone can recommend options to investigate, I would appreciate it.
You cannot export the charts to PDF or Word .
I think what you are looking for is a integration solution
There are many ways of doing that
Would your ERP system have the ability to access the CRM endpoints?:
If you want to display the CRM dashboard exactly like it looks inside CRM inside your ERP, you will probably need to write something like a console application with third-party PDF converter or a WCF service to move the dashboard to your ERP
to write code to access CRM data you will need the sdk:
If you CRM is on premises, you can retrieve reports from the CRM's SSRS endpoint, not the whole dashboard but reports and graphs
regarding "link on our Digital Dashboard that would connect to Recruiter", you could do something like:
create a portal that log into CRM with an account that has only privileges to read the data for the dashboard, but I don't think you can display the CRM dashboard as it is though a portal. you would need to replicate it using asp.net controls
summarizing, there is no way to just view the CRM dashboards unless you are a CRM user. that means the only way you could simply add a link where they could open from the ERP (without creating a custom portal or SSO) would require the ERP users to be on the same active directory where the CRM is and than you could add all of those users to CRM with limited access to only view the Dashboard. any other scenarios would require custom code.
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