Configuring Mash Up Data. External Data In CRM Contact Without Synchronization External Data.

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Presentation transcript:

Configuring Mash Up Data

External Data In CRM Contact Without Synchronization External Data

Database Locations CRM Database Powertrak Database External Database

Powertrak Data Source Add SQL to join External Data with CRM Contacts

Powertrak Screen Configuration… Add General Settings

Powertrak Screen Configuration… Add Data Sources

Powertrak Screen Configuration… Add Grid Settings

Powertrak Screen Configuration… Add List Screen Settings

Powertrak Screen Configuration… Building the screen next.

Powertrak Screen Configuration… Columns are added from the Retrieve Datasource

Powertrak Screen Parameter Configuration… Name Parameter Configuration and Select Screen

Powertrak Screen Parameter Configuration… Add CRM Parameter and Screen Parameter for Filtering

CRM Screen Configuration… Add IFRAME with URL using the Screen Parameter Configuration

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