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Configuring Mash Up Data. Powertrak Application Builder. External Data In CRM Contact Without Synchronization. External Data. Database Locations. CRM Database. Powertrak Database. External Database. Powertrak Data Source. Add SQL to join External Data with CRM Contacts.
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Configuring Mash Up Data Powertrak Application Builder
External Data In CRM Contact Without Synchronization External Data
Database Locations CRM Database Powertrak Database External Database
Powertrak Data Source Add SQL to join External Data with CRM Contacts
Powertrak Screen Configuration… Add General Settings
Powertrak Screen Configuration… Add Data Sources
Powertrak Screen Configuration… Add Grid Settings
Powertrak Screen Configuration… Add List Screen Settings
Powertrak Screen Configuration… Building the screen next.
Powertrak Screen Configuration… Columns are added from the Retrieve Datasource
Powertrak Screen Parameter Configuration… Name Parameter Configuration and Select Screen
Powertrak Screen Parameter Configuration… Add CRM Parameter and Screen Parameter for Filtering
CRM Screen Configuration… Add IFRAME with URL using the Screen Parameter Configuration