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SharePoint - Dynamics CRM - Integration RRS feed

  • Question

  • Hi,

    What is the best way to access the Microsoft Dynamics CRM data from Sharepoint 2013?

    Ex: read all sales to client x. 

    Does Dynamics have WebServices to read some of its data?

    Does Sharepoint come with any Service Application/ Connector / Web Part / ... for this?

    Many thanks,

    DD

    Thursday, February 26, 2015 3:59 PM

Answers

  • I would use SSRS to query the dynamic views in CRM.

    Trevor Seward

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    This post is my own opinion and does not necessarily reflect the opinion or view of Microsoft, its employees, or other MVPs.

    Thursday, February 26, 2015 4:28 PM
    Moderator

All replies

  • I would use SSRS to query the dynamic views in CRM.

    Trevor Seward

    Follow or contact me at...
      

    This post is my own opinion and does not necessarily reflect the opinion or view of Microsoft, its employees, or other MVPs.

    Thursday, February 26, 2015 4:28 PM
    Moderator
  • Hi Trevor,

    Sorry, I don´t know the Microsoft Dynamics CRM product. Are you talking about database views?

    Thanks,

    DD

    Saturday, February 28, 2015 9:25 PM
  • See: 

    https://msdn.microsoft.com/en-us/library/cc308184.aspx


    Trevor Seward

    Follow or contact me at...
      

    This post is my own opinion and does not necessarily reflect the opinion or view of Microsoft, its employees, or other MVPs.

    Sunday, March 1, 2015 2:47 AM
    Moderator