CRM

One of the cool project we completed recently is a Microsoft Dynamics CRM integration.

Microsoft Dynamics CRM 4.0 is a fully integrated customer relationship management (CRM) system delivering a fast, flexible, and affordable solution to client-centric business processes. We are using Dynamics CRM for our own client relationship activities, so it was only natural for us to develop our own Xpertdoc integration report.

What we did basically is we created and Xpertdoc data connection and commands to Dynamics secured views, relying on the Active Directory security settings to control access.

We then created a couple of tables from these views, and a graph for good measures.

Heres a look at the template we created:

And here is how the (partial) resulting document looks:

Cool stuff!