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 [...]

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 [...]

On each project, which involves CRM 4.0, we always encounter a new issue. We are usually installing CRM on a clean box but something new always comes up The latest error we encountered when we opened CRM from browser: Error on page Line: 194 Char: 1 Error: Object expected Code: 0 I found a very [...]

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 [...]

We recently sold two copies of CRM 4.0; one upgrade from CRM 3.0 SBE and one new license. The quickest way to kick-off your CRM project is to use a 90-day trial version that can be downloaded here. To upgrade from trial to full version you will just need to enter customer product key. We [...]