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author's profile photo Former Member
Former Member

CRM System to Dashboard connectivity

Hello Everyone,

I am new to CRM, and having a requirement of dashboard creation on CRM .

My Questions are:

1st. Different ways of connectivity ?

2nd. Can i connect CRM to Dashboard directly without any universe or ALV ( Like in Crystal Report )?

Thanks and Regards,

Vaishali Wadhwa.

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2 Answers

  • author's profile photo Former Member
    Former Member
    Posted on Jan 03, 2014 at 10:20 AM

    HI vaishali,

    You can connect your dashboard directly to Database in two ways

    1. XML Connectivity

    2.Web service connectivity

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  • author's profile photo Former Member
    Former Member
    Posted on Jan 03, 2014 at 10:04 AM

    Hi Vaishali,

    You can create a cube in BW for your CRM data, create a connection for the cube in Information Design Tool and then using that connection you can connect to the BW Cube or query and create a dashboard through query browser.

    You will have to enter the login credentials of the CRM system while adding query to dashboard and also while previewing the dashboard.

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