19 October 2008

Ways to build up a CRM dashboard

There are servel ways to build up a dashboard to integrate with Dynamics CRM. Let's take a look(projects I have done):

1. Windows Sharepoint Service (WSS 3.0) + Office web part
In the previous version of WSS(v2.0), there is a free Office 2003 Add-in: Web Parts and Components, which is not available for WSS 3.0, however you can still add it manually. It's easy to use and config, but not flexible enough, it also requires the client PC has to have Office 2003/2007 software intsalled to see the graphic.



2. Windows Sharepoint Service (WSS3.0) + Reporting Service web part
You can also use Reporting Services Add-in in WSS 3.0, then create a rdl report and call it via Report Viewer web part. Because it's a rdl report, so it's very flexible .



3. ASP.Net + FusionCharts
FusionCharts is a flash charting component that can be used to render data-driven & animated charts for your web applications and presentations. It does provide a free version. So if you want to build up a flexable(let's say: multi-tenants etc.) dashboard to integrate with CRM, it's a good idea to build up your own ASP.Net page with FusionChart. I would say it won't disappoint you.



4. CRM Analytics Accelerator
This well-known add-ons is not available for CRM 4.0 at the moment, but it coming soon. More details see: CRM Accelerators – Part I – Analytics Accelerator



14 comments:

Anonymous said...

Hey, Visifire goes very well with Share point.

Check this blog: http://svengillis.blogspot.com/2008/05/silverlight-charts-with-visifire.html

Anonymous said...

Hi, I think you have missed an alternative or two:
1 -Windows Sharepoint Service (WSS3.0) + Dundas webpart in combination with MS Dynamics CRM List webpart.

Anonymous said...

Take a look at AnyChart
http://www.anychart.com/

Much better than fusion and anychart has solution for sharepoint

Jim Wang said...

Thanks guys! In fact, those are the projects I have done before, of cause not everything. :)

wasekhpatel said...

Hi Jim,

This is nice post for Dashboard, I would like to know about creating Dashboard using Asp.Net. Can you help me to build the same solution. Do you have links or code sample, so that I can get idea.

Thank you very much in advance.

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Sun Flower said...
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Sun Flower said...

There are servel ways to build up a dashboard to integrate with Dynamics CRM. Thanks for taking the time to share it with us Play Bingommtangkas

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