customizing
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

customizing
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

development
SSIS 2012 Deployment Model and Mapping SSIS Parameters to Environment Variables
November 15, 2012

If you couldn’t tell by the title, we’re going to go beyond CRM 101 and get a little more technical in this post. Specifically, let’s talk about a few important

social-crm
The Microsoft Dynamics CRM and Yammer Integration
November 2, 2012

It was announced at YamJam’12 and made clear in the Microsoft Dynamics CRM Statement of Direction that CRM will have a much deeper integration with Yammer. This is really exciting

customizing
Top 10 Best Practices for a Dynamics CRM Service Account
October 30, 2012

Integrating with Microsoft Dynamics CRM 2011 is very straightforward. This means we can easily create CRM portals to expose data to clients or reps, create data integrations with other systems, and

crm2011
How to Impersonate in Microsoft Dynamics CRM
August 6, 2012

When utilizing CRM Portals for Microsoft Dynamics CRM, there are many things you will consider as you begin to implement. How you connect to Dynamics CRM is one of those important

crm2011
Dynamics CRM Using Scribe Insight and an Easy Way to Link Accounts and Contacts when Migrating Data
May 15, 2012

Every now and then, we get the requirement to move data from legacy systems to Microsoft Dynamics CRM. Not all the legacy data have unique primary key fields defined for the

development
Connecting to FTP Server Using an SFTP Library
April 6, 2012

For integrations between Microsoft Dynamics CRM and other systems (e.g. between CRM and ERP systems, Commerce Systems, custom systems, and even legacy main frame systems), the primary requirement is often

customizing
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

addons
Microsoft Dynamic CRM add-ons in an App Store experience
August 3, 2011

OK, well I haven’t done a grind the axe blog for a while so here I go J With the launch of the latest version of MSCRM one of the

crm2011
Optimizing SQL Integrating Services (SSIS) with MSCRM
April 15, 2011

Almost every CRM implementation project has a data component, whether it is migrating data from your legacy system or integrating CRM to/from another database or application. Especially integrations have become

crm2011
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