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phonelady
Posts: 104
Registered: 11-24-2008
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Reports that combine MAS & CRM data

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01-04-2011 09:29 AM

Goal is to create a report that captures the Source of the customer, which is a field in CRM and the yearly sales figures, which I'm assuming means data from CRM and data from MAS.

 

Is it possible?

 

Running EES 1.4

 

 

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BigLouie
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BigLouie
Posts: 2,689
Registered: 10-28-2008
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Re: Reports that combine MAS & CRM data

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01-07-2011 06:17 AM

I don't see why not. With Crystal I have a report that combines information from MAS and SalesLogix. Have you tried it?

Big Louie No MBA but BMOC
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sctebo
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sctebo
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Registered: 12-03-2008
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Re: Reports that combine MAS & CRM data

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06-01-2011 11:01 AM

I have tried but failed.  If anyone has had success please spread the knowledge.

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