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

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Presentation on theme: "Configuring Mash Up Data. External Data In CRM Contact Without Synchronization External Data."— Presentation transcript:

1 Configuring Mash Up Data

2 External Data In CRM Contact Without Synchronization External Data

3 Database Locations CRM Database Powertrak Database External Database

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

5 Powertrak Screen Configuration… Add General Settings

6 Powertrak Screen Configuration… Add Data Sources

7 Powertrak Screen Configuration… Add Grid Settings

8 Powertrak Screen Configuration… Add List Screen Settings

9 Powertrak Screen Configuration… Building the screen next.

10 Powertrak Screen Configuration… Columns are added from the Retrieve Datasource

11 Powertrak Screen Parameter Configuration… Name Parameter Configuration and Select Screen

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

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

14 Published Result


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