Sending PDFs for E-signatures in Dynamics CRM
August 8, 2013

Every organization has different ways of dealing with document management, and in particular how they handle signing documents. In today’s digital age, where you may not even be in the

Use SharePoint Workflows to create CRM 2011 / SharePoint Sub-Folders
March 5, 2013

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

Send Bundled Documents to Customers and See If They Actually Open Them
February 12, 2013

PowerShare is one of over a dozen different add-ons that PowerObjects has created to enhance the capabilities of Microsoft Dynamics CRM. This particular add-on allows users to create bundles of

Bulk Creation of SharePoint Folders and Automated Integration with Dynamics CRM
February 4, 2013

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

CRM 2011 and Sharepoint 2010: Configuration and Folder Structure
February 28, 2012

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

CRM Integration with SharePoint 2010
March 15, 2011

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

Microsoft Dynamics CRM 2011 Articles – Knowledge Base Article Enhancements
February 18, 2011

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

Microsoft Dynamics CRM 2011 Sharepoint Integration
December 16, 2010

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

PDF In Document Libraries in IFrame – Open in New Window
October 15, 2010

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