Microsoft CRM is completely new player on CRM applications market in fact it is gaining its business. Having different paradigm rolling around in its design (it stakes on Microsoft OS and technologies and completely disregards alternative platform, for example UNIX, Linux, Oracle, etc. based). slot online is incredibly diversified: from small (5 users) to large (a couple of hundred MS CRM User licenses) plus it serves various industries: Transportation, Logistics, Lawyers, Pension Funds, High-Tech, and many others. 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 directly to this issue.

Major trouble with storing documents in MS CRM available as attachments to Activity is inability to work with these attached files in cooperation along with other colleagues, who don’t have to use CRM. When slot online serve requests from the same client this is required. Currently you may use way whenever you store office documents inside the folders of your respective file system and when modifying document, you’ll save it and reattach to CRM. This is inconvenient, because first it takes your entire editing users to possess CRM licenses, which delays CRM implementation.

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

The target individuals product is Microsoft SharePoint integration with MS CRM for document storage. Let’s examine the high level technical realization details:

oMain modification from the MS CRM side is standard system behavior change when you open attachment in Activity. Standard unmodified CRM suggests one to store documents within the file system. Modified version sores document in SharePoint Document Library (the necessary library is subject for setup by MS CRM system administrator) or keep it in MS CRM as they are (for documents of minor importance). From as soon as of saving the document in SharePoint Document Library it isn’t stored in MS CRM – CRM will now store exactly the link/reference for the document. Also you are due to the power to open and get a new document in the place of opening, which speeds up MS CRM user performance substantially.

oTable, storing the links to the documents sits in separate database and doesn’t take care of MS CRM tables (you will know you are banned to accomplish structure modifications in MS CRM db)

oDocument saving into MS SharePoint process occur in MS CRM with its assistance – SharePoint bridge, which does addition boost to the 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 special table for the 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 get 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 for the changes with home page notifications (User website in MS CRM). User subsequently can review the good reputation for the document editing – who, when and where will be the change

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

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

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

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