Category Archives: SharePoint

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 , , , , | 36 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 , , , | 22 Comments

Integrating SQL Reports into SharePoint for CRM

SharePoint is a collaboration product that has been growing in use and market share for a number of years, as it works to tie multiple products into a single place as a integration and presentation tool for day-to-day use. SharePoint … Continue reading

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Posted in Installation and Setup, SharePoint, SQL Reporting Services, Technical | 2 Comments