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Display and link to data queried from a Microsoft Dynamics CRM instance directly in Confluence pages

Display and link to data queried from a Microsoft Dynamics CRM instance directly in Confluence pages

Macro Window

General Information

Correspondence Information

Easy to use. Simply insert a Macro in any Confluence Page with the name of the account and what information you want to display, and the plugin will take care of the rest.

The Macro directly displays the requested Dynamics CRM data as a Confluence Table on the page, along with providing links for the DCRM Account page.

Any data related to an account, including email correspondence, can be retrieved from the Dynamcs CRM instance.

More details

With Dynamics CRM Integration for Confluence, it's easy to get data from any Dynamics CRM instance and display it directly in a Confluence page as a table. Users who can view the data are restricted based on their permissions and roles on Dynamics CRM, and authentication is performed by the browser, meaning neither the plugin nor Confluence are ever in possession of your user credentials. Simply define the URL to your organization root in the settings, insert a simple macro, and the plugin will take care of querying CRM and formatting the data.

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Versions

Version 0.3 Confluence Server 5.6 - 5.8.18 Released 2015-06-19

Summary

First Beta Release

Details

  • Settings page allows specifying which DCRM instance to direct queries to;
  • Three different data queries types for macro options;
  • Data displayed is based on user credentials;

Installation

  1. Log into your Confluence instance as an admin.
  2. Click the admin dropdown and choose Add-ons. The Manage add-ons screen loads.
  3. Click Find new add-ons from the left-hand side of the page.
  4. Locate Dynamics CRM Integration for Confluence via search. Results include app versions compatible with your Confluence instance.
  5. Click Install to download and install your app.
  6. You're all set! Click Close in the Installed and ready to go dialog.

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