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!

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 ( ), he is Oracle, Unix, Microsoft CRM SDK, Navision, C#, VB.Net, SQL developer.

In The News:

Digital Trends

Want Hollywood results on a budget? Here's the best free video editing software
Digital Trends
However, simple video editing can be done on the cheap if you're willing to part with powerful, high-end software like Final Cut Pro or Sony Vegas Pro in favor of a more modest program. Let's face it, you're probably not going to be making Spielberg ...

Could Rogue Software Engineers Be Behind VW Emissions Cheating?
Horn, testifying before the House subcommittee investigating Volkswagen's rigged software that enabled its four-cylinder diesel engines to cheat on emissions testing, said the so-called "defeat device" was the work of "a couple of software engineers ...
Older VW diesels will need software and hardware fixes, Horn tells lawmakersAutomotive News
Volkswagen America's CEO blames software engineers for emissions cheating scandalThe Verge
VW scandal: Regulators investigate second emissions software programSydney Morning Herald
Irish Times -Tech Times
all 5,425 news articles »

Discovery News

Got Distracted? Software Steers You Back On Course
Discovery News
Have you ever started a task, got interrupted and then completely forgot what you were doing? New software that can identify what action you were carrying out and then steer you back on track could come to your rescue. Bioengineers at the University of ...


Google's Inability To Force Software Updates Threatens Android
Next month, Google's fifth major version of Android will have been publicly available for one year. In that time, new handsets have shipped with the OS, and some older handsets have been offered a software upgrade to reach the latest version with the ...

and more »

Police News

NetMotion's new software improves connectivity, security in extreme environments
Police News
NetMotion Wireless and Panasonic are extending the availability of the NetMotion Mobility and Diagnostics software bundle for Panasonic Toughbook and Toughpad devices, according to a press release. The software bundle was launched in Europe earlier ...

and more »

Huffington Post

Regulators Open Second Investigation Into VW Emissions Software
Huffington Post
Regulators Open Second Investigation Into VW Emissions Software. The New York Times. Posted: 10/09/2015 04:59 PM EDT. WASHINGTON — Federal and California regulators have begun an investigation into a second computer program in Volkswagen's ...

The Next Web

Pinterest engineer launches non-profit to boost employment for Black software ...
The Next Web
Pinterest engineer Makinde Adeagbo wants that to change, and has focused his efforts on Black software engineers with the launch of /dev/color, an independent nonprofit that seeks to boost the number of Black engineers throughout the industry.

and more »

Why Tableau Software Shares Sank 4% Yesterday
Motley Fool
In addition, learning entirely new software is always a switching cost, and Tableau has a very intuitive interface. I even helped pilot a program for The Fool's editorial department so that we could analyze our data in a more efficient way, and I was ...
Tableau Software (DATA) is Initiated by Drexel Hamilton to BuyMoney Flow Index
Drexel Hamilton Initiates Coverage on Tableau Software (DATA)Dakota Financial News
Drexel Hamilton Initiates Coverage on Tableau Software (DATA) to Buy with ...News Watch International

all 18 news articles »


BlackBerry CEO: company could go software-only by next year
Speaking at the Code/Mobile conference, Chen indicated that he might pivot BlackBerry to focus entirely on providing security software to other mobile and server platforms. Chen still wants the Priv to find a following, since hardware design has been ...

and more »

Google Service Interrupted for Some Cloud Software Products
Four of Google Inc.'s main cloud software services were unavailable for some users on Friday because of technological issues. Interruptions for Google Docs, Slides, Drive and Sheets products were first acknowledged at 11:55 a.m. by the Mountain View, ...

and more »
Google News

Microsoft Great Plains Distribution, Barcoding, Consignment ? overview for consultant

Microsoft Great Plains ? ERM from Microsoft Business Solutions and... Read More

Microsoft Great Plains in Construction & Building ? Implementation & Customization Highlights

Microsoft Great Plains could be tuned and setup to fit... Read More

Microsoft Great Plains: Service Business Customization & Integration Example

Microsoft Business Solutions Great Plains might be considered as ERP... Read More

Microsoft Great Plains Integration with Microsoft Access ? Overview for Developer

... Read More

A Simple Guide To Wikis

A wiki is an editable text-based website. But you don't... Read More

What To Do When Windows Wont Boot

When Windows fails to boot it is normally caused by... Read More

Demand More From Your Lead Tracking Software

An integral part of any quality CRM system is lead... Read More

Do You Want Your Own Fully Programmable ERP? - Part 1

We are in a transition phase in the Managerial Administration... Read More

Linux Secrets

The first thing that you will notice about Linux Red... Read More

Lotus Domino Implementation and Development: Infrastructure ? Present and Future

Domino server is a buffer between the operation system and... Read More

Introduction To ISDN, Part II

In the previous ISDN article, we looked at how and... Read More

Free Software - Powerful Alternatives to Budget-Busting Software

When you buy a computer, it most likely comes with... 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

Great Plains Accounting Migration to Microsoft Great Plains - Overview for IT Specialist

This is a short article, written in question/answer/FAQ style to... Read More

Corel WordPerfect 7 Macro Programming Example

Case study: A secretary using Corel WordPerfect 7 is often... Read More

Microsoft Small Business Manager eCommerce ? Overview

Microsoft Business Solutions Small Business Manager is scaled down Great... Read More

Microsoft CRM USA Nationwide Remote Support

Remember old good days when your company probably had Great... Read More

Software Upgrades Arent Always the Best Move

When my daughter was getting into AOL instant messaging (AIM)... Read More

OEComplete ? A Personal Information Manager

OEComplete is a utility for managing the personal information of... Read More

.NET :Solving the Multiple Inheritance Issue Under .NET Platform

.NET platform does not support multiple inheritance. Do not confuse... Read More

Industry Experts Answer the One Million-dollar Question - Why Genie Backup Manager?

Many reasons made GBM a unanimous choice for experts, one... Read More

10 Things You Could be Using Photoshop For, But Probably Arent

Most people don't use Photoshop to its fullest capabilities. Here... Read More

Constructionalist Parsing - Deciphering Natural Language

The research in the field of Natural Language Processing usually... Read More

Programming Environments And The Software Production Process

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

Microsoft Great Plains ? Licensing & Product Versions

Current Microsoft Business Solutions Great Plains has more that 10... Read More