Author Archives: crmconsultancy

Microsoft Typescript

In the last few years Javascript has largely taken over the world, ever since we first laid eyes on Google Suggest and Outlook Web Access to see what could be possible using Javascript (and later AJAX) to make Web Applications … Continue reading

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Posted in Consultancy, Development, JavaScript, Technical | Tagged , , | Leave a comment

The Customer in CRM – Going Social?

In between the technical concerns of deploying a CRM System such as Dynamics CRM there is always the wider more important strategy of how a company incorporates a CRM Solution (of which the system is but a part of) into … Continue reading

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Posted in Consultancy, Project Management, Social CRM | Tagged , , , | 2 Comments

Integrating Dynamics CRM Data into SharePoint 2010

Years ago I worked on a development team looking at the requirements of a good CRM System that could be developed to fit various business models, and one of the key requirements we determined was the ability to pull data … Continue reading

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Posted in CRM 2011, Integration, MSCRM, SharePoint | Tagged , , , , , | 10 Comments

CRM 2011 Integration with SharePoint: Custom Document Management

The previous post on CRM and SharePoint integration focused on looking at the workings of the default CRM 2011 functionality to see how the underlying structure of SharePoint Site and SharePoint Document Location records could cater for much more than the basic ‘out-of-box’ … Continue reading

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Posted in CRM 2011, Development, MSCRM, SharePoint | Tagged , , , , | 33 Comments

CRM 2011 Integration with SharePoint: Taking a Deeper Look

One of the best new additions to CRM 2011 is tight integration with SharePoint 2010 for storing documents.  In the past when using v3 or v4, CRM Projects have been forced to develop custom code to integrate CRM with SharePoint, … Continue reading

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Posted in CRM 2011, Customisation, MSCRM, SharePoint | Tagged , , , | 21 Comments

Tips for Managing CRM Projects

Over the course of working on CRM Projects I have seen a variety of Project Management practices, some very good and some less good – and picked up a good number of tips along the way which I thought I’d … Continue reading

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Posted in Project Management | Tagged , , | 1 Comment

Tips for improving the User Experience in Dynamics CRM

Dynamics CRM provides a powerful set of features to tailor a solution’s appearance for a particular client or business model, however as these features do not correspond to functionality these can be overlooked. As the focus of a project can … Continue reading

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Posted in Consultancy, Customisation, MSCRM | Tagged , | Leave a comment