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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
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
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
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
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