Deprecated: mysql_connect(): The mysql extension is deprecated and will be removed in the future: use mysqli or PDO instead in /home/a26f9f83/public_html/articles/includes/config.php on line 159
Microsoft CRM Integration & Customization: SharePoint Document Gateway > NetSparsh - Viral Content you Love & Share

Microsoft CRM Integration & Customization: SharePoint Document Gateway

MS CRM is very close to document workflow automation, including Microsoft Office documents: Words, Excel, etc. The document workflow was perfectly automated about 10 years ago in Lotus Notes Domino. In this small article we describe the solution based on MS CRM integration with MS SharePoint.

Microsoft CRM is new player on CRM applications market and it is gaining its market share. Having different paradigm in its design (it stakes on Microsoft OS and technologies and completely disregards alternative platform, such as UNIX, Linux, Oracle, etc. based). Microsoft CRM market is very diversified: from small (5 users) to large (several hundred MS CRM User licenses) and it serves variety of industries: Transportation, Logistics, Lawyers, Pension Funds, High-Tech, and many others. Deploying technologies, like Windows Active Directory, Microsoft Exchange 2003/2000, SQL Server, Crystal Reports Enterprise, Biztalk, Microsoft Outlook, Internet Explorer, Microsoft Great Plains and Navision in close future - makes CRM a beloved system for Microsoft oriented IT departments.

Let's go right to the topic.

Major issue with storing documents in MS CRM in the form of attachments to Activity is inability to work on these attached files in cooperation with other colleagues, who do not have to use CRM. When several service people serve requests from the same client this is required. Currently you can use alternative way when you store office documents in the folders of your file system and when modifying document, you save it and reattach to CRM. This is inconvenient, because first it requires all your editing users to have CRM licenses, which delays CRM implementation.

We seem increasing popularity of document storage systems, like Microsoft SharePoint, Oracle Files, etc. Such systems, being implemented gives you time savings, related to documents revisions and versioning, approval cycles and workflows, web access through web-portals systems and the like.

The target of our product is Microsoft SharePoint integration with MS CRM for document storage. Let's take a look at the high level technical realization details:

?Main modification from the MS CRM side is standard system behavior change when you open attachment in Activity. Standard unmodified CRM suggests you to store documents in the file system. Modified version sores document in SharePoint Document Library (the required library is subject for setup by MS CRM system administrator) or keep it in MS CRM as is (for documents of minor importance). From the moment of saving the document in SharePoint Document Library it is not stored in MS CRM ? CRM will now store only the link/reference to the document. Also you are given the ability to open and modify the document at the place of opening, which speeds up MS CRM user performance substantially.

?Table, storing the links to the documents sits in separate database and doesn't deal with MS CRM tables (you know that you are banned to do structure changes in MS CRM db)

?Document saving into MS SharePoint process occurs in MS CRM and with its assistance ? SharePoint bridge, which does addition and update for the existing document into destination Document Library with MS SharePoint Web Services calls

?Upon the addition into Document Library, MS CRM ? SharePoint bridge registers the document in the special table for the future data extraction or notification mechanism registration

?Then, interested users can work with the documents just using MS Office 2003 or other programs/editing tools, assuming these tools have access to MS SharePoint

?Feedback is provided by MS SharePoint Event Handler component. This is special handler, inspecting document change status, transferred from MS CRM to document storage (SharePoint), and report Activity owner on the changes with home page notifications (User home page in MS CRM). User in turn can review the history of the document editing - who, when and where is the change

?Opening Activity, where document is "attached", and in fact placed into MS SharePoint Document Library, and pressing opening button, MS CRM user gets live version of the data

?This approach allows you seamless work with MS CRM document in the whole informational space of your company

?Additional enhancements to this product might be document library management directly from MS CRM (web interface - meaning remotely), administrative interface for MS Sharepoint documents revision, ability to create reports on the document storage status, rights/access management (Author, Reader, Contributor etc) from MS CRM, portal pages integration into MS CRM to name a few.

Happy programming, implementation, customization and modification! If you want us to do the job ? call use 1-630-961-5918, 1-866-528-0577! [email protected]

Boris Makushkin is Lead Software Developer in Alba Spectrum Technologies ? USA nationwide Oracle, Navision, Microsoft CRM, Microsoft Great Plains customization company, serving Chicago, California, Arizona, Colorado, Texas, Georgia, Florida, New York, Canada, Australia, UK, Russia, Europe and internationally ( http://www.albaspectrum.com ), he is Oracle, Unix, Microsoft CRM SDK, Navision, C#, VB.Net, SQL developer.

In The News:


TechCrunch

Disputed DNA analysis software's code open for inspection after ...
TechCrunch
If you're going to convict or acquit based on evidence provided by a piece of software, you'd better be damn sure that software is reliable. One such program,..
Federal judge releases DNA software source code that was used by ...ABA Journal

all 3 news articles »

Employer, parental software may be blocking website
Seattle Times
If the problem persists when connected to a different network, it likely stems from software on that computer — a software firewall, a virtual private network or parental software. If the problem goes away — and especially if the other computer has ...


ProPublica

Federal Judge Unseals New York Crime Lab's Software for Analyzing DNA Evidence
ProPublica
A federal judge this week unsealed the source code for a software program developed by New York City's crime lab, exposing to public scrutiny a disputed technique for analyzing complex DNA evidence. Judge Valerie Caproni of the Southern District of New ...


BGR

Google will now pay $1000 for critical software bugs found in popular third-party apps
BGR
With malware creators becoming more aggressive and sophisticated, a number of tech companies in recent years have instituted “bug bounty” programs that provide monetary rewards to any individual or group that uncovers critical vulnerabilities in software.
Google Play Security Reward Program: Bug Bounty Program - Get Rewards through HackerOneHackerOne
Android malware on Google Play adds devices to botnet | Symantec Connect CommunitySymantec
Android Developers Blog: Playtime 2017: Find success on Google Play and grow your business with new Play Console ...Android Developers Blog
Symantec
all 216 news articles »

Mac Rumors

Eltima Software's Elmedia Player and Folx Infected With Malware
Mac Rumors
The compromised software was discovered on October 19, and customers who downloaded software from Eltima on that date before 3:15 p.m. Eastern Time may be affected by the malware. The following files will be found on an infected system:
Mac OSX Trojan malware spread via compromised software downloadsZDNet
Hackers Distribute Malware-Infected Media Player to Hundreds of Mac UsersMotherboard

all 14 news articles »

Bloomberg

Tesla-Like Software Updates Put Dealers' Profit Center at Risk
Bloomberg
The over-the-air software updates Musk pioneered to add features or fix flaws in his electric vehicles are being embraced by more automakers, a potentially grim development for dealers who typically rely on parts and service for as much as half of ...

and more »

Quartz

Facebook treats its ethical failures like software bugs, and that's why they keep happening
Quartz
As the story of Russia, Facebook, and the 2016 US election drags on, Facebook's been quick to open its wallet. It took out full-page ads in both the New York Times and the Washington Post earlier this month to tell the world how it's going to protect ...


Bibb schools bought $3.2 million in software. No sign of it 5 years later
The Telegraph
The company that allegedly sold $3.2 million in nonexistent software to the Bibb County school district five years ago has 30 days to either produce the software or explain why it cannot, a judge ordered Friday. Isaac Culver, 47, of Lizella; Dave Carty ...


FierceBiotech

Johnson & Johnson buys surgical software specialist | FierceBiotech
FierceBiotech
Johnson & Johnson has bought Surgical Process Institute (SPI). The takeover gives J&J control of SPI's Surgical Procedure Manager, software designed to ...

and more »

Engadget

Google and Microsoft troll each other over software vulnerabilities
Engadget
Google has a history of not playing nicely with Microsoft. The company has previously posted publicly about their competitor's software vulnerabilities, and understandably, Microsoft hasn't been very happy about it. But now, the company has turned the ...
Browser security beyond sandboxing – Windows Security blog - TechNet Blogs - MicrosoftTechNet Blogs - Microsoft

all 45 news articles »
Google News

It?s Back!! WordPerfect?s Amazing Comeback

Have you noticed WordPerfect is gearing up for a comeback... Read More

Microsoft CRM and Great Plains Implementation: Freight Forwarding Business Automation Example

Microsoft Business Solutions offers several ERP applications: Great Plains, Navision,... Read More

IT Strategy for Midsize Business: Microsoft vs. Java, Great Plains & CRM

Midsize business or non-profit organization should decide if one-vendor solution... Read More

How to Choose the Right Accounting Software for Your Business

With any good luck and a good amount of hard... Read More

About Microsoft Sysprep (System Preparation) Utility (Windows 2000)

The Microsoft system preparation utility for Windows 2000 is a... Read More

Online PowerPoint Presentation ? Convert PowerPoint to Flash

Although we don't know whether Microsoft ever envisioned such a... Read More

How to Evaluate Staffing Software

If you are in the market for new staffing software,... Read More

Alien Intruders!

You probably didn't casually invite, or extend a formal attendance... Read More

Microsoft CRM Development

Microsoft CRM is CRM answer from Microsoft Business Solutions.The whole... Read More

Four Easy Ways To Prevent Spyware

How would you like to prevent spyware and adware from... Read More

How to Build a Basic CSS Layout

Designing without tables by using CSS layouts is fast becoming... Read More

Great Plains Bill of Materials Setup & Customization for Process Manufacturing ? Overview

Microsoft Great Plains has full-featured Manufacturing suite of modules: Capacity... Read More

Groupware as a Document Manager: Collaboration Series #3

This article is the third of a series of articles... Read More

Microsoft Great Plains: Customization Upgrade & Recovery ? Visual Studio VB 6.0

Microsoft Great Plains, former Great Plains Software Dynamics, eEnterprise has... Read More

ERP System of the Future: Database, Business Logic and Interface

We will base our prognosis on our Microsoft Business Solutions... Read More

Microsoft Retail Management System (RMS) SQL Customization ? Overview for Programmer

Microsoft Retail Management System serves retail single store as well... Read More

ERP for Large Corporation ? New Selling Strategy

Our opinion is based on our Microsoft Business Solutions Great... Read More

Chinese Input - Step by Step Instruction on How to Input Chinese Characters in English Windows XP

Enabling Chinese input is quick and easy, there are only... Read More

Know-how in Microsoft Publisher

For those who still don't know, Microsoft Publisher helps computer... Read More

Cisco Certification: Five Things To Do DURING Your CCNA Exam

There are plenty of articles out there about how to... Read More

Microsoft CRM and No-Frills Cadillacs

In today's business world it's all but impossible to escape... Read More

PHP On-The-Fly!

IntroductionPHP can be used for a lot of different things,... Read More

Microsoft Great Plains: Government & Non-Profit Organization ? Workflow Implementation

Usually workflow & messaging is realized in CRM and then... Read More

Microsoft Great Plains Furniture & Fixtures ? Implementation & Customization Highlights

Microsoft Great Plains, former Great Plains Software Dynamics / eEnterprise... Read More

Microsoft Great Plains: Data Conversion & Migration Scenarios ? Overview for Consultant

Microsoft Business Solutions Great Plains serves multiple industries in the... Read More