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Posts Tagged ‘microsoft dynamics document management’

Dynamics CRM Workflows to Upload Documents to SharePoint

In this post I wish to demonstrate two workflows to automate the upload of documents from Notes to SharePoint, with metadata from the regarding entity to the note, and a workflow to update metadata columns in SharePoint, when the value of an attribute (field) is changed. The workflows are part of Dynamics SharePoint Organizer (SPO) […]

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How to Easily Manage Documents with Microsoft Dynamics CRM and SharePoint Integration

One Microsoft Dynamics CRM 2011 feature that can really improve productivity and streamline your business processes is its native integration with Microsoft SharePoint Server 2010. Many people have questions about exactly how this works and how it could help them.  So, the Microsoft Dynamics CRM team released a helpful video demo that gives a quick […]

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FYI: CRM Anywhere for Microsoft Dynamics CRM 2012 Delayed

In a previous post, we wrote about the new mobility capabilities planned for Microsoft Dynamics CRM 2012 Update. To refresh your memory, the 2012 Update would be executed on the Dynamics team's “CRM Anywhere” strategy. The goal was to offer cross-browser access (Safari – Firefox – Chrome) for Dynamics CRM, as well as a native […]

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Why Aren’t You Using SharePoint with Dynamics CRM 2011?

With the release of Dynamics CRM 2011, Microsoft provides an out-of-the-box integration with SharePoint. Even if you don't take full advantage of the complete capabilities of a SharePoint integration, you'll certainly want to turn this feature on. At a minimum, you'll be able to share your CRM documents across your organization. In previous versions of […]

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