I worked on MOSS and finally did what i wanted.
Here is the process to create a dashboard in sharepoint 2007 and reflect it in MS CRM client.
* Before Following the Steps ,You need to Install Office Web components in your Sharepoint Server.
I. Create a Sharepoint Server site.
II. Create Dashboard using Office Web-Parts.
III. Replace MSCRM HomePage with Newly created Dashboard.
Creating a Sharepoint Server site
1.Go to start , All programs , Microsoft Office Server and open Sharepoint Central administrator.
2.Prior to the creation of a Top level site ,its better to create a new web application (with a port number other than Central admin port) so that managing our site does not affect Central administration Operations.
3.When the Central Administration window is opened, Click on Application Management.
4.Under SharePoint Web Application Management, Click Create or Extend Web application. When it opens Click on Create a new Web application.
5.Change the Port Number to any Unused Port (For Ex. 7777).Leave the Remaining Fields as they are and Provide User Name and Password in Application Pool->configurable field.
Note. Its better if you Change Database Name in Database Name and Authentication area to WSS_Content_PORTNUMBER (Here,WSS_Content_7777). so that it will be simple to identify your site in future.
6.Click Create.It will take some time to create Application.
7.when Application Created window is displayed ,Click on Create Site Collection.
8.Enter the Following Data in Create site Collection window Fields
Title and Description:
Title: (Specify any title for your site) (Here Sharepoint-7777)
Description: (Enter the Description of your site)
Web Site Address:
URL: you can create a root Site or subsite (default will be set to root [/])
Template Selection:
Select a Template that suits your site
Primary Site Collection Administrator:
Specify the username in DOMAIN/username format
Secondary Site Collection Administrator:
can specify other username (Optional)
9.Click OK.
10.It will take some time to create site. After Top-Level site is Successfully Created then Click OK or click on the Link to open the site that is created.
Creating Dashboard in Sharepoint Using office Web Parts
1.If the created site is not opened,Open Internet Explorer and give the URL of your site (http://SERVERNAME:PORTNUMBER/).
2.Click Site Actions located at the right side of the window and Click on Edit Page.
3.Now you can add web parts by using Add a Web Part button. when a new window is opened Click on Advanced Web Part gallery and Options located at the bottom of the window.
4.Now a separate window will appear at the right side.Click on Server Gallery(you will find the Office Web Parts,when you click this)
5.Drag and drop Office Pivot Chart into the page.
6.Click on Edit and select modify shared web part.A window will appear at the right side.Now expand PivotView.
7.Enter the following details in the fields -
Connection String - Provider=SQLNCLI;Extended Properties="Server=SERVERNAME;Database=DATABASENAME;Trusted_Connection=yes";
Note :- SQLNCLI means SQL Native Client
Query Text - give an SQL Query
Connection Type - you can select any of the choices, the required changes have to be done in Query text field. For Ex. if you select SQL command Text, you need to give SQL Query or if you select Table Name, you need to enter the required table name.
Select Show View Selector and Show Toolstrip.
8.Click Apply . OK
9.Now Click on Show Field List, a window is displayed with the related Fields from the table.
10.Add the required Fields into your pivot chart and close the Field List window.Click Save.
11.Click on Exit Edit Mode.
Turn off extra UI
1.On the Web part header, click the down arrow and then click Modify Shared Web part. Click OK on any confirmation pages.
2.On the Office PivotChart Web pane, under PivotView, clear the Show toolstrip check box, and then click OK.
3.On the Web part, right-click the chart, and click Commands and Options.
4.On the Commands and Options page, on the General tab, select Chart Workspace.
5.On the Show/Hide tab, clear Field buttons / drop zones.
6.Close the dialog box.
Replace the Microsoft CRM home page with your Microsoft CRM Opportunities Dashboard
1.In Microsoft Dynamics CRM, on the Navigation Pane, click Settings, and then click Customization.
2.In the Customizations area, click Export Customizations.
3.In the Export Customizations list, select Site Map.
4.On the More Actions menu, select Export Selected Customizations, and then click OK.
5.In the File Download dialog box, click Save, select a location for the Customizations.xml file, for example your desktop, and then click Save again.
Note :
Save a backup of the file, so that you can revert to the original site map, if you have to.
6.Navigate to the Customizations.xml file location and open the file in a text editor, such as Notepad.
7.Go to the SharePoint site in Internet Explorer and copy the URL of the Microsoft CRM Opportunities Dashboard page.
8.To replace the home page in Microsoft Dynamics CRM 3.0 client for Microsoft Office Outlook, in the Customizations.xml file, replace the second occurrence of
with
Replace “url to dashboard” with the URL of the Microsoft CRM Opportunities Dashboard page. Make sure to use the correct case, because this string is case sensitive.
9.To display the dashboard as the default page when the Web client is opened, above this line:
SubArea Id="nav_activities" Entity="activitypointer" url="/Workplace/home_activities.aspx" /
Add the line:
SubArea Id="nav_home" ResourceId="Homepage_Home" Icon="/_imgs/area/18_home.gif" Url="url to dashboard" Client="Web"/
Replace “url to dashboard” with the URL of the Microsoft CRM Opportunities Dashboard page. Make sure to use the correct case, because this string is case sensitive.
10.Save the Customizations.xml file on your desktop.
11.In Microsoft Dynamics CRM, in the Navigation Pane, click Settings, and then click Customization.
12.In the Customization area, click Import Customizations.
13.In the Import Customizations area, browse to the updated site map file, and then click Upload.
To test the new home page, open Microsoft Dynamics CRM 3.0. Under My Workplace, a new area called My Home Page is displayed.
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