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MOSS And CRM Integration

  Asked By: Bhavika    Date: Mar 26    Category: MOSS    Views: 759

Is it Possible in a MOSS Site to create a heading in a Quick Launch on clicking which we can open the CRM screen.
I'm quite new to CRM and MOSS integration so no idea,Any help would be appreciated..



2 Answers Found

Answer #1    Answered By: Mason Davis     Answered On: Mar 26

I might have missed the point of the question but in a MOSS Qucik Launch you can use the standard UI to both create  new sections and add new links, so there would be nothing against you adding a CRM section and one or more links to specific CRM URLs.
WSS FAQ sites: http://wssv2faq.mindsharp.com and http://wssv3faq.mindsharp.com
Total list of WSS 3.0 / MOSS 2007 Books (including foreign language) http://wssv3faq.mindsharp.com/Lists/v3%20WSS%20FAQ/V%20Books.aspx

Answer #2    Answered By: Savannah Pena     Answered On: Mar 26

You could refer to the following instruction on this modification:

1. On the home page for the site, click the site  Actions menu, and then click Site Settings.

Note On a site for which the Site Actions menu is customized, point to Site Settings, and then click the settings that you want to view.

2. In the Look and Feel column, click Quick Launch.

3. Click New Link.

4. Type the URL and a description for the link.

5. In the Heading list, select the heading under which you want the link to appear.

6. Click OK.

7. Click the name of the site to return to the site home page.

Let us know if we misunderstood your concern.

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