- 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;
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Last modified 2015-06-29 • 1 download • By Identity
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To learn more about the app, you should:
- Read the documentation.
Description
Macro Window
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.
General Information
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.
Correspondence Information
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.
Version history
0.3Confluence Server 5.6 - 5.8.182015-06-19First Beta Release Version 0.3 • Released 2015-06-19 • No Vendor Support • Free • Commercial - no charge