Warning: This webpart is obsolete and can no longer be found in the Powell webparts catalog.
Table of contents
New to Powell Intranet? Click here for the full product overview.
Introduction
The Dynamics CRM online web part is a Powell 365 web part. An example of this web part can be found on Powell Intranet “Sales” Template.
Therefore, the Dynamics CRM Powell Intranet web part will have its data filtered according to the rights which have been defined within the organization. The widget rolls up the different views from Dynamics CRM. In order to have access to the views, a user must have at least read rights on the related entities. The Marketing, Sales, or Service solutions are affected by this rights management.
Share your DYNAMICS Data reports within your portal!
With a single sign-in connection, this widget presents and filters CRM Online standard report views with easy column and header management.
Dynamics CRM online web part on the “Sales” page
Settings
Future evolution will permit the web part to be editable directly from your Sharepoint site. But in the actual state of Powell365, it's not yet possible, you'll have to configure it from Powell Manager.
If you are an Administrator, and you want to see how to deploy the web part from Powell Manager, view the article "Deploy Dynamic CRM web part from Powell Manager".