How does CRM 2011 and SharePoint integration work?


CRM 2011 and SharePoint integration

Here is a good post on CRM -SharePoint integration from CRM Consultancy Blog:

Snippet from the post:

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, but now the standard CRM functionality allows the two products to be integrated and easily configured in the CRM 2011 settings area.

Following the CTP and release of 2011 at the beginning of this year, many great articles have been written and posted on the web to provide step-by-step guides for connecting CRM to SharePoint using this functionality:

http://blogs.msdn.com/b/crm/archive/2010/10/08/crm-with-sharepoint-integration-introduction.aspx
http://blog.pointbeyond.com/2011/04/30/integrating-sharepoint-2010-with-crm-2011-for-document-storage/

However as with many areas of ‘out-of-the-box’ functionality the default integration is limited in certain ways.  This article aims to take a deeper look at this integration between CRM 2011 and SharePoint to examine how the integration works ‘under the hood’; with the aim of understanding how CRM 2011 has implemented this integration and how it could be extended further to meet the requirements of more complex Document Management scenarios.

The crucial understanding here is that this structure of a Document Library per Entity Type with Folder per Entity Record is simply the default business logic provided by CRM 2011 – and is in no way set in stone as the functionality provided by the SharePoint Site and Document Location entities in CRM can easily be extended to provide bespoke business logic for tracking documents.
As with many areas of Dynamics CRM, the application here provides a platform of functionality that can either be used in it’s default configuration or be extended via custom development.
In terms of why we may want to do this, when we look at the standard SharePoint integration here we can see some limitations for Document Management:

  • a single Document Library is storing all the CRM Documents, this could result in a single huge Document Library when it may be better to spread out the documents across multiple document libraries.
  • the Document Structure is heavily dependent on nested folders, this can often create a confusing layout for storing documents; and long-time SharePoint experts generally shy away from heavy use of folders for creating good Document Management governance. (SharePoint Document Libraries and Horrors)
  • Without customising the Document Library in SharePoint, the Document Structure does not make use of SharePoint Views or Metadata for managing documents.

Read the full post here: http://crmconsultancy.wordpress.com/2011/10/23/crm-2011-integration-with-sharepoint-taking-a-deeper-look/
**For CRM 2011 Training, please check out our CRM Training page. Please share |Like in Facebook if you feel like this page is useful.

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About Dynamics CRM Guru

We are a group of CRM Consultants and have rich experience in all Microsoft CRM versions. Currently we provide training in Microsoft CRM 2015/CRM 2013 and CRM 2011.

Posted on March 12, 2013, in CRM SharpePoint Integration, Microsoft CRM 2011, MS CRM 2011 Training and tagged . Bookmark the permalink. Leave a comment.

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