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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Ability to post dashbo...
Microsoft Dynamics CRM (Archived)

Ability to post dashboards to public website?

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Posted on by ljc 185

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:

  • Publish CRM dashboards to a PDF on our web server and change our Digital Dashboard to link to that file for inquiry and applicant numbers OR
  • Provide a link on our Digital Dashboard that would connect to Recruiter, without specifically having to login, to view the CRM dashboards in query-only mode

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.

Thanks

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  • Bruno Lucas Profile Picture
    Bruno Lucas 5,421 on at

    Hi

    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?:

    http://msdn.microsoft.com/en-us/library/gg334279.aspx

    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:

    http://www.microsoft.com/en-nz/download/details.aspx?id=40321

    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:

    http://msdn.microsoft.com/en-us/library/gg695814.aspx

    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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