CRM. CRM and SharePoint Working Together

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1 CRM CRM and SharePoint Working Together

2 Microsoft Dynamics CRM And Microsoft SharePoint

3 Dynamics CRM Out of the Box SharePoint Integration

4 Out of the Box Because the documents are stored on a server that is running SharePoint, non-microsoft Dynamics CRM users can directly access the documents on the server, provided they have the appropriate permissions on the server that is running SharePoint Server to do so.

5 Dynamics CRM Setup SharePoint Integration

6 Management Setting

7 Document Management Setting Enter the SharePoint site URL where you want to save documents.

8 Setup SharePoint SharePoint needs to be setup for List Component. For that download the List component for the correct version of CRM and upload it into the Solutions Gallery of SharePoint. Activate the Solution and it s activated.

9 Dynamics CRM SharePoint Configuration

10 Document Management Document management can be enabled for those entities in Microsoft Dynamics CRM that can be customized.

11 Document Management Settings By default, document management is enabled only for the following entities in a new installation of CRM: Accounts Kb Articles Lead Product Opportunity Quote Sales Literature

12 Document Management Enabled Once document management is enabled for an entity, you will see the option for documents in Dynamics CRM.

13 Dynamics CRM Document Location

14 Add Document Location You can add document location for this entity assuming the location is created and the appropriate permissions are set on SharePoint.

15 Documents You will see the familiar CRM interface for SharePoint from within Dynamics CRM, you can start uploading documents and use document management functionality.

16 Default Folder Structure (Individual Path) When you store documentation, the path to the stored document will go straight from the root location to the sub-location corresponding to the name of the entity it is stored under (account, contact, opportunity etc.). The main benefit of this approach is that it is quite simple. The main downside to this approach is that there is no connection between this and the parent account from a SharePoint

17 Entity Based Folder Structure CRM can manage the folder structure for you, there is an option for creating a folder structure based on the entities. The main benefit of this approach is that the content is a little bit more organized. The main downside of this approach is that it can become disorganized over time.

18 Dynamics CRM SharePoint Integration Best Practices

19 Best Practices Individual Path Prone to less disorganization compared to Entity Limit the entities selected for SharePoint integration To many can lead to confusion and disorganization

20 Dynamics CRM SharePoint Integration Demonstration

21 Dynamics CRM SharePoint Integration Extending

22 Custom Folder Hierarchy

23 Custom Folder Hierarchy What is you want more control over the folder structure? You can implement solutions that will allow you to define and support this structure. For example, what if you want to be able to navigate to an Account and there you see a folder for Opportunities and Cases.

24 Document Management Settings Enable document management for the entities you wish to track documents for in CRM: Accounts Kb Articles Lead Product Opportunity Quote Sales Literature Cases Marketing Any customizable entity

25 Document Generation

26 Document Generation You are a Sales organization, as part of the sales process you need to have a Master Service Agreement (MSA), a Non-Disclosure Agreement (NDA), and a Statement of Work (SOW).

27 Document Generation Maturity A word document stored on your local hard drive or network that is manually edited. Manually stored into appropriate folder. An SSRS report that prepopulated the information that you can save as a Word document or PDF. Manually stored into appropriate folder. SharePoint integration that would created the Word document with a dataset and automatically stored in the appropriate folder.

28 Questions?

29 Business Intelligence SQL Server Azure Office365.NET Apps Project Management Forms & Workflow Intranets Extranets Websites SharePoint Sitecore HTML5/CSS3 Microsoft CRM Kurt Rolland Manager

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