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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
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
Often when working with CRM Projects we can see requirements where we require a selection of other CRM records filtered to only records that are associated with an earlier user selection. A common example would be selecting a key contact … Continue reading
Often when working on CRM Projects we will want to present the user with a drop-down list of options for a field that we would then want to see repeated at different points within the user’s business process – for … Continue reading