项目到CRM集成 [英] Project to CRM integration

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本文介绍了项目到CRM集成的处理方法,对大家解决问题具有一定的参考价值,需要的朋友们下面随着小编来一起学习吧!

问题描述

我需要将Project 2010/2013集成到CRM 2011中。我想创建一个包含资源(人员和设备)的项目,然后我希望这些信息作为已分配的资源显示在CRM中,以便我可以通过我们的路由和调度系统。

I need to integrate Project 2010/2013 into CRM 2011. I want to create a project with resources (people and equipment) and then I want that information to show up in CRM as an allocated resource so I can run it through our routing and scheduling system.

推荐答案

您可以使用Project Server报告数据库来获取信息。它取决于你如何获取数据。确切地说,您可以从以下视图中获取信息,通过查看他们的数据,您可以轻松找到它们之间的参考。

You can use Project Server reporting database to get the information. Its upto you how you fetch the data. To be precise, you can get the information from the following view, by looking into their data you can easily find the reference between them.

MSP_EpmProject_UserView

MSP_EpmProject_UserView

MSP_EpmTask_UserView

MSP_EpmTask_UserView

MSP_EpmAssignment_UserView

MSP_EpmAssignment_UserView

希望这会有所帮助,


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