Forum Discussion

oliverg's avatar
oliverg
New Member
10 years ago

Embedding filtered report into CRM form

Hey guys,    We are working with a client that wants us to build a visualization for CRM accounts that reflect some sales data. They want us to add the visualization to an account CRM form with the...
IvanMislav's avatar
IvanMislav
Helper I
9 years ago

Hi Oliver,

 

We are also working with the costumer and we are considering the same scenario as you described. I was wondering if you had any progress with this? Is it possible to do something like this now?

 

Thanks!