CRM 2011 Integration with SharePoint: Custom Document Management
There is a good post on Custom integration of CRM 2011 and SharePoint from CRM Consultancy blog
Snippet from the post
This article aims to describe how we can leverage this flexibility via custom development to define a more bespoke Document Management solution between SharePoint 2010 and CRM 2011, using different arrangements of Document Libraries, Folders and an initial look at Metadata.
Developing a Plugin to integrate CRM to SharePoint
Towards achieving a custom format of Document Management between CRM and SharePoint, we can look at creating a Plugin which will automatically integrate a new CRM Record with a new SharePoint Document area for a particular entity or entities in CRM.
This is similar to how custom Document Management Integrations were often implemented between CRM 4 and SharePoint 2007, however with the advent of SharePoint 2010 we are able to use the SharePoint Client Object Model to make this development simpler and less code-heavy. The aim here being to focus on the desired business logic of our Document Management and not get bogged down with the coding for the SharePoint development.
This concept of using CRM Development to control the Document Management between CRM and Sharepoint allows us a great deal of flexibility in how documents for a CRM Solution could be structured.
As we have seen here this allows a Solution Architect to consider other methods of governance when storing documents provide the initial folder-per-entity structure that CRM provides by default. The inclusion of SharePoint Metadata then allows this to be taken one step forward towards SharePoint best practice for managing volumes of documents – essentially providing methods for taking unstructured document data and streamlining this into a structure that fits the business. (or in a more snappy way, working the way you do, and not you working the way the software does)
Moving beyond this, for the next article in this series I will aim to look into how the concept of SharePoint Metadata can be used alongside CRM for SharePoint Views and Templates to further extend a custom document management configuration, and begin to looking at how we could handle the migration of legacy data into CRM and SharePoint.