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CRM-SharePoint-Integrator

Document Management via SharePoint, Customer Relationship Management via Dynamics CRM - but what about customer related documents?

 

ProTechnology does have a solution for you which allows you to file e.g. documents, notes and a lot more to SharePoint and you could open, manage and see this data within your Dynamics CRM. This means the fully SharePoint functionality like e.g. Embedded Search, Drag and Drop and Meta Data Management is integrated in Dynamics CRM - So you do not need to switch between two systems anymore.


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FAQ

 

How do I connect Microsoft SharePoint and Dynamics CRM?

  • How do I automatically create a SharePoint website out of account , opportunity or campaign in Dynamics CRM?
  • How do I create demand driven SharePoint libraries, - websites etc. for entities in Dynamics CRM?
  • How do I synchronize account data from Dynamics CRM as list entries in SharePoint?

Unfortunately, the standard integration provides only a few features to connect SharePoint with Dynamics CRM: Dynamic URLs could be generated and a document management as list is available. This is all the standard integration features. But the solution CRM SharePoint Integrator from ProTechnology offers many benefits, as you see in the product matrix below. Document libraries, standard lists, custom lists (based on templates), team sites, and a lot more is possible to create out of every entity in Dynamics CRM.

 

For the configuration you will get an own entity in Dynamics CRM. This means your global CRM admin can easily determine in which entity and based on which event a SharePoint feature is necessary. The solution supports as well the online versions of SharePoint und Dynamics CRM.

 

How can the standard SharePoint integration be extended?

 

The standard integration can be extended with all features you see in the product matrix below. Or you are using the Iframe functionality to look into your SharePoint. This Iframe provides the whole SharePoint tool list like download a copy, edit properties, use embedded search etc.

 

Which SharePoint apps and functions are integrated in Dynamics CRM?

 

Our product matrix (below) and our use cases here describe in detail which SharePoint items can be configured in Dynamics CRM: default lists, document libraries, custom lists / pages , team pages, folders, custom list entries with configurable field mapping, OneNote notebooks etc. Currently ProTechnology is working to integrate OneNote sections/pages, Word or Excel documents and taxonomy entries with hierarchy.

 

 

 

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Standard Integration & CRM-SharePoint-Integrator compared

 

  Standard Integration  from Microsoft CRM-SharePoint-Integrator from ProTechnology
     
Automatically creating of lists, like    
Document Libary

                  
 

Standard Lists  
Survey  
Hyperlinks  
Announcements  
Contacts  
Calendar  
Tasks  
Discussions  
Picture Gallery  
User definied lists  
User definied lists out of a template  
     
Automatically creating of sites, like    
Folders

                    

Blank SharePoint sites  
Team sites  
Document workspace  
Document center  
Meeting work space  
News Sites  
Blog  
User-definied sites  
User-definied list entries with configurable field mapping  
Document folder               available from SharePoint 2010
OneNote Notebooks               available from SharePoint 2010
Sections in OneNote notebook               available from SharePoint 2010
Page in OneNote               available from SharePoint 2010
Taxonomy entry              
Hierarchical taxonomy entry              
Update functionality               planned for further version
Transfer of user rights               planned for further version
     

Further Features

   
Dynamic URL

                    

Dynamic Title

                    

Dynamic Description  
Link to CRM Document Managament

                    

Link to IFrame

                    

           only with customizing
Link to IFrame with further parameters

                    

   
Compatibility  
CRM 2011 On Premise

                    

CRM 2011 On Premise

                    

CRM 2011 Online

                    

CRM 2013 Online

                    

SharePoint 2010 OnPremise

                    

         only with installing list component
SharePoint 2010 OnPremise

                    

         only with installing list component
SharePoint 2010 Online

                    

        only with installing list component
SharePoint 2013 Online

                    

       only with installing list component