Microsoft CRM is new player on CRM applications market and it is gaining its business. Having different paradigm in its design (it stakes on Microsoft OS and technologies and completely disregards alternative platform, for example UNIX, Linux, Oracle, etc. based). Microsoft CRM market is incredibly diversified: from small (5 users) to large (a couple of hundred MS CRM User licenses) plus it serves variety of industries: Transportation, Logistics, Lawyers, Pension Funds, High-Tech, and many more. Deploying technologies, like Windows Active Directory, Microsoft Exchange 2003/2000, SQL Server, Crystal Reports Enterprise, Biztalk, Microsoft Outlook, Internet Explorer, Microsoft Great Plains and Navision in close future – makes CRM a beloved system for Microsoft oriented IT departments.

Let’s go to certainly copacobana sicbo online .

Major problem with storing documents in MS CRM available as attachments to Activity is inability to focus on these attached files in cooperation to colleagues, that do not need to use CRM. When several service people serve requests from your same client this can be required. Currently you need to use alternative way once you store office documents in the folders of the file system so when modifying document, you save it and reattach to CRM. This is inconvenient, because first it requires your entire editing users to own CRM licenses, which delays CRM implementation.

We seem increasing popularity of document storage systems, like Microsoft SharePoint, Oracle Files, etc. Such systems, being implemented provides you with time savings, related to documents revisions and versioning, approval cycles and workflows, web access through web-portals systems and so on.

The target individuals method is Microsoft SharePoint integration with MS CRM for document storage. Let’s take a look at the high level technical realization details:

oMain modification from your MS CRM side is standard system behavior change when you open attachment in Activity. Standard unmodified CRM suggests that you store documents inside the file system. Modified version sores document in SharePoint Document Library (the required library is subject for setup by MS CRM system administrator) or maintain it in MS CRM as they are (for documents of minor importance). From the second of saving the document in SharePoint Document Library it’s not kept in MS CRM – CRM will now store exactly the link/reference towards the document. Also you happen to be due to the ability to open and modify the document in the place of opening, which accelerates MS CRM user performance substantially.

oTable, storing site to the documents sits in separate database and does not handle MS CRM tables (you are aware that you happen to be banned to accomplish structure changes in MS CRM db)

oDocument saving into MS SharePoint process happens in MS CRM with its assistance – SharePoint bridge, which does addition increase for that existing document into destination Document Library with MS SharePoint Web Services calls

oUpon the addition into Document Library, MS CRM – SharePoint bridge registers the document inside the special table for that future data extraction or notification mechanism registration

oThen, interested users could work with the documents just using MS Office 2003 and other programs/editing tools, assuming these power tools have access to MS SharePoint

oFeedback is provided by MS SharePoint Event Handler component. This is special handler, inspecting document change status, transferred from MS CRM to document storage (SharePoint), and report Activity owner around the changes with home page notifications (User webpage in MS CRM). User consequently can review the history of the document editing – who, location may be the change

oOpening Activity, where document is “attached”, and actually put into MS SharePoint Document Library, and pressing opening button, MS CRM user gets live version of the data

oThis approach permits you seamless use MS CRM document inside whole informational space of your respective company

oAdditional enhancements for this product may be document library management completely from MS CRM (web interface – meaning remotely), administrative interface for MS Sharepoint documents revision, capability to create reports for the document storage status, rights/access management (Author, Reader, Contributor etc) from MS CRM, portal pages integration into MS CRM among others.

Happy programming, implementation, customization and modification! If you want us to accomplish the job – call use 1-630-961-5918, 1-866-528-0577! help@albaspectrum.com