Excel Services as report system for CRM

by | May 14, 2007

Today I held a presentation at this years SharePoint and Exchange Forum in Nynäshamn, close to Stockholm, here in Sweden. Lots of very interesting experts here like Patrick Tisseghem, Michael Noel and Nick Swan, not forgetting my boss, Göran Husman and other great speakers from Microsoft and other companies.

The presentation I held was BDM-focused and concerned the power of simple mesh-up integration between SharePoint and MS CRM 3. The main point being that SharePoint has a lot of great features that can be used by other applications.

One of the most powerful ones is excel services that can very powerfully be used as a reports tool for MS CRM. The main advantages being the ease of use for the end users and report owners since they easily can modify their own reports with Excel.

It is almost too simple to write a blog about it, since it is very straight forward, but I will see if I can get something together anyway.

By the way, I am expecting to be a father around the 1:st of june (my first child!) and I migth be a bit absent for a week or two after this event, but I will be back.

Gustaf Westerlund
CRM and SharePoint Consultant

Humandata AB
www.humandata.se

Updated CRM List WebPart

by | May 14, 2007

The CRM Team blog has announced that MS now have released the next version of CRM List WebPart.

I have tried it on a system with English CRM and SharePoint and it works great!

However, I tried the previous version on a Swedish version of CRM and SharePoint and that did not work as well, especially the installation. I was able to install it manually after quite a lot of work. If this version has the same problems I cannot say.

Gustaf Westerlund
CRM and SharePoint Consultant

Humandata AB
www.humandata.se