SharePoint Use Cases

We had a SharePoint site that was organized as shown on the following picture. Each project had it’s own site but in each document library we wanted to connect a document with an asset stored in a central site and unique custom list. We could not use Lookup column because we wanted to be able [...]

Last week I was listening to SharePoint Pod Show – Episode #16 where Brett interviewed Todd Bleeker. Todd presented some of the benefits of custom SharePoint field types which reminded me of a project we have finished few days ago. Problem A customer wanted to integrate proprietary LOB system (project management application) with SharePoint. Their [...]

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 [...]