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Tag Archives: sharepoint
Update to Sharepoint & Issues with List Component in Dynamics CRM
If you have SharePoint integrated with Microsoft Dynamics CRM Online, you may have noticed a recent service update where you now experience the following: You cannot open a PowerPoint file by clicking its link in a document list. Instead, you
Posted in Troubleshooting
Use SharePoint Workflows to create CRM 2011 / SharePoint Sub-Folders
Today we’ll describe a time-saving trick that automatically creates SharePoint sub-folders to be used in the integration with Microsoft Dynamics CRM. When configured to do so, Microsoft Dynamics CRM 2011 offers an integration with SharePoint that will create a folder
Posted in Customizing
Bulk Creation of SharePoint Folders and Automated Integration with Dynamics CRM
There are many reasons to use SharePoint with Dynamics CRM: you can store large documents, collaborate with team members and take advantage of the Business Data Connectivity Service. Today, we’ll show how you can create SharePoint folders in bulk and
Posted in Customizing
Displaying an Office 365 SharePoint iframe in CRM
One of the great features in Dynamics CRM is being able to display data or websites from other software packages via an iframe. While working with the Office 365 products, I wanted to display a Sharepoint iframe in CRM 2011.
CRM 2011 and Sharepoint 2010: Configuration and Folder Structure
CRM 2011 and Sharepoint 2010 Overview The Microsoft Dynamics CRM List component provides a way to obtain the document management capabilities of SharePoint in Microsoft Dynamics CRM with the appearance and behavior of Microsoft Dynamics CRM. This component also enablesÂ
Posted in Customizing
CRM Reasons to use SharePoint 2010
SharePoint 2010 provides a number of reasons for upgrading/migrating from 2007. CRM integration is simplified and enhanced. Creating external lists can now be done using SharePoint Designer and Business Data Connectivity Service Use a custom column in SharePoint lists that
Posted in CRM 2011, Customizing
Microsoft Dynamics CRM 2011 Articles – Knowledge Base Article Enhancements
In the past we often heard this “We are using Dynamics CRM 4.0 and we would like to add attributes to the KB form, email KB articles from Outlook, audit changes made to articles and contextually store documents in SharePoint
Posted in CRM 101
Microsoft Dynamics CRM 2011 Sharepoint Integration
In Microsoft Dynamics CRM 4.0, there are few options for SharePoint Integration in CRM. One of the simple ones is to have a static link to a particular list in SharePoint on the main CRM navigation or in an IFrame
Posted in CRM 101
PDF In Document Libraries in IFrame – Open in New Window
Many of our clients have a SharePoint document library displayed in an iframe in various entities, such as accounts, contacts, projects, etc. This works great, but often one complaint is that if a pdf file is opened, there is no
Posted in CRM 101
