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! help@albaspectrum.com

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:


CNET

Lenovo's Superfish screwup highlights biggest problem in software
CNET
From September to January, Lenovo shipped more than two dozen laptop models with Superfish software that inserted its own ads in Web search results. (It's widely estimated that means millions of computers, though the company hasn't gone into detail.) ...
Lenovo Offers Free Antivirus Software in Wake of SuperfishWall Street Journal
Dear Software Vendors: Please Stop Trying to Intercept Your Customers ...EFF
Lenovo promises to be more transparent about pre-installed softwareTweakTown
PCR-online.biz -Help Net Security -TechRadar
all 409 news articles »

SFGate

FilmTrack software helps Hollywood keep tabs on content
SFGate
A movie company could use the software to determine whether it has the rights to sell one of its films to a distributor in a foreign country, or license it to a domestic video-on-demand service. Then the seller could use FilmTrack to help write the ...

and more »

Parks eye software upgrade to ease program registration
Chicago Tribune
"This software is more user friendly for our residents, offer enhanced security and interfaces better with social media," Wilson explained. "There is more functionality than we're used to having and we feel it will serve our needs and make program and ...

and more »

The Next Web

Corel updates its consumer video editing software for Windows
The Next Web
VideoStudio X8 provides new tools, additional intelligent features and enhanced performance. Updates include freeze frame and video masking, audio ducking and 4K hardware acceleration that the company says is more than four times faster when used ...

and more »

MiamiHerald.com

IRS email probe awaits new software
FCW.com
The Treasury Inspector General for Tax Administration is waiting on software it ordered in December to test whether newly revealed emails are duplicates or whether material has been erased, the latest wrinkle in the continuing saga of former IRS ...
Lerner Email Search Is On Hold Over Software Problems: 'There Is Potential ...Daily Caller

all 198 news articles »

Sales Tax On Software: Virtually Impossible to Understand
Huffington Post
Given the reality that all three of the above scenarios result in granting customers access to software, the issue becomes why certain states treat them differently for sales tax purposes. In addition, if the seller of the software does not collect the ...

and more »

Wired

How to Sabotage Encryption Software (And Not Get Caught)
Wired
A bad random number generator, for instance, would be easy to place in software without many individuals' involvement, and if it were discovered, could be played off as a genuine coding error rather than a purposeful backdoor. As an example of this ...


Telegraph.co.uk

Crime mapping software used to predict spread of cancer
Telegraph.co.uk
Crime mapping software used to predict spread of cancer. The software is similar to that used by the police to predict where crimes may occur or perpetrators live. Spatially mapping immune cells around tumours can predict the spread, scientists have found.
Police crime mapping software could be used to boost treatment of cancer patientsNottingham Post

all 10 news articles »

Beacon Review

Software behind 'Big Hero 6' pushes limits on computer animation
SFGate
But the more important number may be the 39,000 hours Disney Animation spent developing the computer program that made the movie possible. The software, called Hyperion, simulates the physics of light, which can make animated films more lifelike or ...
Software program behind 'Big Hero 6' pushes limits on personal computer ...Beacon Review

all 13 news articles »

Engadget

Lenovo strips some of the unwanted software from its PCs
Engadget
Lenovo said it was rethinking its approach to pre-loaded software on PCs in the wake of the Superfish security fiasco, and it's now clear that the computer maker wasn't kidding around. It's promising that its home PC software bundles going forward will ...

Google News

Microsoft CRM ? Consulting in the Post-Recession Time

New post-recession era has new features, which didn't exist in... Read More

Lotus Notes Domino and Web: Application Development ? Tips for Programmers

Beginning with Domino version R4 it has integration with the... Read More

FreeDOS

Before September 1995, Microsoft Windows was an MS-DOS program. DOS... Read More

Daffodil DB: Web Database

What is a Web Database?A web database is a database... Read More

Microsoft Great Plains Installation ? Overview for IT Director/Controller

Microsoft Great Plains is main mid-market application from Microsoft Business... Read More

Reduce Pop-ups and Annoying Ads

There is many things more frustrating than surfing a website... Read More

Programming Environments And The Software Production Process

Introduction: The creating of a computer program involves a number... Read More

Microsoft Great Plains: carpet, textile, fabric, felt distributor ? implementation overview

In this small article we will show you the possible... Read More

Microsoft C# vs. VB.Net

Hi, Guys,I believe a lot of programmers are trying to... Read More

Microsoft Great Plains Logistics & Warehouse Management ? Implementation & Customization Highlights

Logistics automation is often considered as barcoding extension to Sales... Read More

Keeping Track

One of the things we can be as certain of... Read More

Microsoft Navision Customization and Reporting ? Tips For Programmer/IT Specialist

C/SIDE (Client/Server Integrated Development Environment) - The core of... Read More

Microsoft CRM Implementation ? Fundamental CRM Principles Revision

Microsoft CRM is relatively new player on the now becoming... Read More

Helping Newbies Understand Professional Software

The Windows registry is a huge database that ensures normal... Read More

Microsoft Great Plains Implementation for Large Corporation ? Overview for VP IT

Microsoft Business Solutions Great Plains was historically designed to serve... Read More

Who?s Watching What You Type?

If someone entered your home, uninvited and installed numerous cameras... Read More

Microsoft Great Plains Dynamics on Pervasive SQL.2000 Data Repair ? Overview For DBAs

Some introduction into Great Plains Software products, now Microsoft Business... Read More

EDI: Electronic Document Interchange for Microsoft Great Plains ? Overview for Software Developer/Pr

Microsoft Great Plains - Microsoft Business Solutions accounting and ERP... Read More

Snort for Network IDS

What is Snort?Snort is an open source network intrusion detection... Read More

Microsoft Great Plains Integration with Microsoft Access ? Overview for Developer

... Read More

Integrating Microsoft Great Plains Accounting/ERP: RMS, CRM, eCommerce, Lotus Domino ? overview

Microsoft Business Solutions Great Plains has substantial market share among... Read More

Introduction To ISDN, Part III: PAP

Introduction To ISDN, Part III: Configuring PPP PAP AuthenticationNow we... Read More

Microsoft Great Plains Integration Manager: Using Continuum ? Overview for Developer

Microsoft Business Solutions Great Plains has I'd say end user... Read More

Getting Patched with Windows Service Pack

Are you one of those people that keeps track of... Read More

Four Desktop Tools To Drastically Increase Your Productivity

Sticky Noteshttp://www.deprice.com/stickynote.htmWith StickyNote 9.0, you can create beautiful 3D notes... Read More