2003 to 2007 Structured References
Working with formulas and functions has not always been the most intuitive process. In Microsoft Office Excel 2003, multiplying gross revenue by the profit margin might mean typing something like =B7*E14. In Microsoft Office Excel 2007, structured referencing enables you to use the column headers in table data to build your formulas. Instead of cryptic cell locations, you can simply multiply =[Gross Revenue]*[Margin].
To use structured referencing, you first need to format your data as a table.
1. Click Format as Table in the Styles section of the Home tab.
2. Select the My table has headers check box.
3. After you have a table, click the cell where you want to insert the formula, and then type the left bracket ([).
4. Select the column that you want to use from the list that appears, press the TAB key, and then close it with the right bracket (]).
5. Repeat as you build out your formula.
Your Windows Sharepoint Services system may be the core of your companies data, but your customer and contact information along with sales opportunities, products and service management may be in MS Dynamics CRM. The sales team will make heavy use of both these applications. In the case of a sales team this site would likely contain details such as price lists, targets, supporting sales documentation etc. Connecting the two applications by displaying MS Dynamics CRM data in Windows Sharepoint Services, will enable users to work from one page in Windows Sharepoint Services and improve their efficiency.
The simplest way to achieve this is to install the List Web Part for MS Dynamics CRM 4.0. Not only will it allow users to search and view data from MS Dynamics CRM in Windows Sharepoint Services but also create records for the selected entities displayed directly in SharePoint. The installer can be downloaded from Microsoft for free.
In the example above the accounts and opportunities entities have been added to a Windows SharePoint Services page, this will allow for a user with the correct SharePoint and CRM permissions to search, view and create records within SharePoint. A CRM user Cal is required by each user.
Improved efficiency is the main benefit to the user, all of the relevant company information is contained in one web portal reducing the load on the client machine by reducing the number of applications required to be used concurrently.
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