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Dynamics CRM 4 Sales Dashboard? RRS feed

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  • There are a couple of different ways to do this.  But the first part is to learn about the sitemap.xml (MAKE SURE YOU KEEP A BACKUP OF THIS BEFORE YOU START!).  This will allow you to create a nav reference to your sharepoint page within one of the sections (workplace, sales, marketing, etc).  Give this blog post by Matt to get an idea of what that entails.  http://icu-mscrm.blogspot.com/2009/03/role-tailored-dashboard-links.html.

    Wednesday, April 14, 2010 9:35 PM