marusin.com » crm http://www.marusin.com what happens when a technologist, music-lover and blogger are all trapped in the same body Fri, 04 Jun 2010 01:40:20 +0000 en hourly 1 http://wordpress.org/?v= Convergence Session: Using SharePoint with Microsoft Dynamics CRM for Dashboards, Analytics, and Document Collaboration http://www.marusin.com/2008/03/11/convergence-session-using-sharepoint-with-microsoft-dynamics-crm-for-dashboards-analytics-and-document-collaboration/ http://www.marusin.com/2008/03/11/convergence-session-using-sharepoint-with-microsoft-dynamics-crm-for-dashboards-analytics-and-document-collaboration/#comments Tue, 11 Mar 2008 17:23:11 +0000 mike http://www.marusin.com/2008/03/11/convergence-session-using-sharepoint-with-microsoft-dynamics-crm-for-dashboards-analytics-and-document-collaboration/ ### Common Dashboards for SharePoint
* My Dashboard
* Activities, Opportunities, Accounts
* Role Based
* Metrics, Team Roll-Up
* Sales Manager
* Marketing Manager
* Customer Service

### The Dashboard Top 3
* Page viewer Web Part is your friend
* Send as a short-cut
* Folder Home Page

### Other Ideas
* Link specific dashboard webpages (coming from SharePoint) directly from Outlook
* Right-Click on a folder within Outlook and go to Properties -> Home Page to set URL
* Marketing Activities (Marketing Campaigns, Responses, etc)
* Customer Service (Activities, Goals, etc)
* Sales Manager (Team Quota, Roll-Ups, Drill-Thrus)
* 300 – 450 pixels wide is a good start for “wide” webparts in SharePoint
* “Connect to Outlook” Action Item in Outlook is a good way of taking documents offline

]]> http://www.marusin.com/2008/03/11/convergence-session-using-sharepoint-with-microsoft-dynamics-crm-for-dashboards-analytics-and-document-collaboration/feed/ 0 I’m at Microsoft Convergence This Week http://www.marusin.com/2008/03/11/im-at-microsoft-convergence-this-week/ http://www.marusin.com/2008/03/11/im-at-microsoft-convergence-this-week/#comments Tue, 11 Mar 2008 17:21:26 +0000 mike http://www.marusin.com/2008/03/11/im-at-microsoft-convergence-this-week/ I’m down in Orlando, FL this week at the Microsoft Convergence Conference.

For those not sure, Dynamics is Microsoft’s ERP Suite that is comprised of the following products:
* Dynamics GP (previously known as Great Plains)
* Dynamics SL (previously known as Solomon)
* Dynamics NAV (previously known as Navision)
* Dynamics AX (previously known as Axapta)
* Dynamics CRM (previously known as Microsoft CRM) :)

It’s an interesting opportunity for me as I haven’t completely embedded (or should I say “dabbled”) with the whole Microsoft Dynamics side of things other than CRM & a little GP.

I’m going to try and post a bit around here just to help share with my co-workers and/or anyone else that stumbles upon my site/these posts.

Sorry to those not interested in this kind of stuff. I’ll be going back to my regular non-blogging self at the end of the week… :)

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