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Posts Tagged ‘CRM and SharePoint’

Dynamics SharePoint Organizer (SPO) – New Features

With Dynamics SPO, CRM users can upload CRM documents, with metadata from CRM records, to any folder and related folders in SharePoint Locations. Click here to download free trial version. Two new features released today. New Metadata - Multi-Select Option Sets When the metadata is retrieved from CRM field of multi-select option set, the selected […]

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How to set SPO Functionality for the Account Entity – Step By Step Instructions

How to set SPO Functionality for the Account Entity - Step By Step Instructions SharePoint Connection Setup In CRM - Settings> SPO Configuration>SharePoint Connection Tab In this example the SharePoint Document Library is Accounts. The connection settings above should correspond to the SharePoint URL format of the Document Library - Accounts, as in this image […]

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Dynamics SharePoint Organization (SPO) Configuration Explained

Dynamics SharePoint Organizer (SPO) is the product you need to manage how documents are uploaded from CRM to SharePoint, the file structure and folders names where documents are saved, and the metadata to be uploaded with the documents, from attributes of CRM records. This metadata is saved in SharePoint columns, to improve SharePoint search results, […]

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Can a Librarian Manage Library with No Classification System

No, you are not wrong. This article is about Dynamics CRM and SharePoint. The metaphor of librarian managing library with no classification system is best describing the poor out-of-box feature to integrate Dynamics CRM with SharePoint. In the article “CRM is from Mars, SharePoint is from Venus” (read here), we suggest using less SharePoint folders […]

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PDF “Word Template” to DocuSign & upload to SharePoint with Workflow

Great new feature just added to Dynamics PDF-Docs to automate full E-Signature process with DocuSign. Document is generated in CRM using Word Template One click to PDF the document and attach it to Notes, using Dynamics PDF-Docs Complete process where to sign using DocuSign (if required) DocuSign manages the E-Signature process in background The signed […]

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Working together to improve Dynamics CRM and SharePoint Integration

“CRM is from Mars, SharePoint is from Venus” (read more) was our trigger to developing CRM add-on solution (Dynamics SPO) to improve the integration between CRM and SharePoint. With Dynamics SharePoint Organizer (SPO), documents uploaded from CRM to SharePoint are configured to save the content of fields in CRM records, together with the uploaded documents, […]

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Upload documents from CRM to SharePoint, with ONE click !

Upload documents from CRM to SharePoint, with ONE click Configure which entity you wish to integrate with SharePoint – In this example it's the Invoice Entity. Any entity can be configured. You control the location to save in SharePoint and which attribute from the record is updated in SharePoint metadata columns. Click SPO button and […]

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Dynamics CRM integration with SharePoint- Can we do better- PART 2

The issues build into the out-of-box (OOB) CRM integration with SharePoint, are described in the post “Dynamics CRM integration with SharePoint- Can we do better" In this post I will describe how Dynamics SharePoint Organizer (SPO) offers better integration between SharePoint and CRM. Dynamics SPO trial version, can be downloaded here. Dynamics SPO has two […]

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Dynamics CRM integration with SharePoint- Can we do better?

SharePoint and Dynamics CRM are excellent two standalone products. Integrating Dynamics CRM with SharePoint is disappointing to say the least. It takes few clicks to integrate CRM and SharePoint, which creates folders in SharePoint, in the context of Dynamics CRM entities. Uploading documents from CRM to SharePoint is cumbersome process. It creates cluttered and unorganized […]

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Email to SharePoint 2 upload Documents

We are pleased to release Dynamics SPO- SharePoint Organizer. Dynamics SPO has two functions. In this post we describe the Email to SharePoint functionality. The other function is an improvement on the CRM out of box integration with SharePoint (Read more about: #CRMfromMarsSPfromVenus ) Consider an organization selling IT projects or any organization that needs […]

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