SharePoint Use Cases

From time to time, when I have to write a specification for CRM system based on top of Microsoft Dynamics CRM I need a list of build in CRM reports. Although this list is available in CRM I sometimes cannot access CRM instance and I was not able to find it on the web. So [...]

Last week, in the part 1, I wrote about possible integration scenarios for SharePoint and CRM. In this post I am going to explain which products you can use to integrate the two. Integration option 1. – For customers without SharePoint Enterprise Microsoft released List Web Part for Microsoft Dynamics CRM 4.0 which you can [...]

Few weeks ago I taught Course 8912A: Customization and Configuration in Microsoft Dynamics CRM 4.0 and a student asked an interesting question: How should I integrate SharePoint and CRM? Here are some of my advices and experiences on this topic. Scenario 1. Integrating CRM with SharePoint (SharePoint to CRM) Problem: CRM is really great application [...]

Microsoft Dynamics 4.0 presents Accounts and Competitors as different entities. In most cases this setup might be sufficient, but sometimes an account can be a (potential) customer in one segment of your business, and a competitor in another. While working with my customer last week, this question popped up, and here is the solution to [...]

As we are approaching Christmas season many corporations will be sending gifts to customers and business partners. For third year in a row we are using Microsoft CRM to organize the process. Here is how you can do it: Create a marketing list If you are sending different kinds of gifts, create one list per [...]

Believe it or not, it is time for Microsoft CRM 5.0. It will probably be released as part of Office14 wave (target year 2010) but there is already some information about the new features. Simon Hutson a very nice post with information about new features, and from SharePoint perspective the most important feature is the [...]

A client of mine decided to perform a little summer house cleaning > deleting duplicate records in the company CRM system. Having correct contact information is the key of having reliable CRM system. In CRM 4.0 Microsoft introduced new feature called duplicate detection, which queries you database in search of duplicate records. The feature is [...]

While doing deployments, we have a number of virtual machines that we use as copies of customer production environment; for testing; learning etc. We installed one such machine using a trial key from Microsoft site. As key is only valid for 90 days, it expired, but we still wanted to use that VM for demonstration. [...]

As we are preparing for a local CRM event, I took some time to play with Microsoft Dynamics CRM Demonstration Tools, a set of tools for easier demonstrations. For each CRM presentation I am using CRM VPC image prepared by Microsoft. It is already pre-populated with data. However this set of tools might help you [...]

A client of mine encountered a problem with Outlook 2007 and CRM 4.0. Outlook was constantly restarting with the following error: Microsoft Office Outlook has encountered a problem and needs to close. We are sorry for the inconvenience. Please tell Microsoft about this problem. We have created an error report that you can send to [...]