Streamlined Project Management with Dynamics CRM Viewer
Dynamics CRM Project Viewer is a free Chrome extension designed to enhance project management efficiency within Dynamics 365 CRM. This tool allows users to retrieve and visualize project data seamlessly, offering filtering options to help locate specific information quickly. By leveraging ODATA queries, it connects with CRM projects to pull essential client data and populate required fields in DevOps Workitems, facilitating a more organized workflow.
To utilize the Dynamics CRM Project Viewer, users must have active credentials for their CRM environment. It's important to note that the extension will not function without these credentials, and users should ensure that the CRM environment tab is open and that they are logged in beforehand. This requirement guarantees secure access to project data, thereby improving overall project tracking and management.
