Tag Archives: MSDYNCRM

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

Rate this:

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

Rate this:

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

Rate this:

Posted in CRM 2011, Customisation, MSCRM, SharePoint | Tagged , , , | 22 Comments

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

Rate this:

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

Filtered Lookups in CRM 2011

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

Rate this:

Posted in Consultancy, CRM 2011, JavaScript | Tagged , , , | 20 Comments

Shared Picklists in CRM 2011

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

Rate this:

Posted in CRM 2011, Customisation, MSCRM | Tagged , | 4 Comments

Form Scripting in CRM 2011

The ability to insert Javascript into Client-side Events was one of the most common ways of extending MSCRM’s functionality, allowing bespoke logic to be implemented with a small amount of development effort. This largely acted as mid-way development between Functional … Continue reading

Rate this:

Posted in CRM 2011, JavaScript, MSCRM | Tagged , , , | 23 Comments