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Many organizations are utilizing both CRM 2013 Online and Yammer Enterprise. For those that are, or are planing to in the future, here is a quick guide on getting these two products integrated.
Before you get started, here are a few things to keep in mind.
If you’ve ever had the need to add document management capabilities for your entities in CRM, you already know that CRM 2013 and CRM online rely on SharePoint for this functionality. This out of the box integration point is well documented and available for configuration in the CRM administrative interface. When set up, users can create, upload, view and delete documents in SharePoint locations that correspond to entity instances in CRM.
This post will discuss a different integration point – using search in SharePoint 2013 to expose CRM entity data. When setup properly, SharePoint 2013 can provide a robust, enterprise level search capability that can be tailored to your needs. Also, it seems to fill a current functionality gap in CRM that often requires a third party tool. Granted, you will need SharePoint 2013 Enterprise to realize this setup, but if this is available to you there should be no need to look anywhere else for search. Read More…
Attachments, Notes, and Annotations
How do you handle document storage and management in CRM? While this is a prominent feature in SharePoint, it is not as obvious or as easy to use in CRM. However, if you have a need to attach and manage documents in CRM, there is a provided option.
CRM offers a Notes field that can be turned on and associated to any entity. This Notes field is actually a reference to an entity called Annotation. The Annotation entity holds your file attachment and a reference ID back to the entity that the attachment belongs to. This feature is turned on by default for some of the default entities, but you need to turn it on yourself for custom entities. Read More…
Microsoft has revamped its licensing model for Dynamics CRM 2013. Here’s a summary of the information from the latest Microsoft documentation.
There are three basic versions of Microsoft Dynamics CRM 2013, and each has its own particular licensing requirements:
My decision to join AIS six years ago was a revelation. After almost seven years spent working as an embedded IT analyst for various government customers, I joined AIS to support a customer who was implementing SharePoint. I soaked up everything I could about this (at the time) brave new world of SharePoint. I loved it.
SharePoint 2003 had been available for use in my previous office where I had initially set up out-of-the-box team sites for working groups to support a large department-wide initiative. I found it empowering to quickly set up sites, lists and libraries without any fuss (or custom coding) to get people working together. Working with my new team, I gained insight into what we could do with this tool in terms of workflow, integration and branding. It got even better when we migrated to SharePoint 2007. We made great strides in consolidating our websites and communicating to those who were interested exactly what the tools could do in terms of collaboration and knowledge management.
This ability for a power user to quickly create a variety of new capabilities exposed a deeper customer need – easier communications with IT. While we had all this great expertise and firepower to create and maintain IT tools and services, our core customer base did not have an easy way to quickly and reliably communicate their needs in a manner that matched their high operational tempo. It was a problem. We needed a way for our customers to quickly and easily communicate with us in order to really hear what they needed to meet their mission goals and work more effectively. Read More…
Microsoft Dynamics CRM 2011 has come a long way from its predecessors in many areas. For companies using both CRM 2011 and SharePoint 2010, the improvements can be appreciated even more since Dynamics CRM 2011 has native SharePoint 2010 document management capabilities right out of the box.
This functionality is apparent in a couple of different places in the CRM 2011 web interface. First, there is a page under the Settings section for Document Management. Second, some entities will have a Documents area available on their forms. Please see the screen shot in Figure 1 below. (Click on any image to see full-size.)
For this write-up, I’ll be focusing on the Document Management page and the required steps for configuring access to SharePoint 2010 as well as installing the SharePoint List Component.
