Skip to main content

Microsoft SharePoint and Dynamics CRM -- Better Together: Part 6

Using Both Microsoft Dynamics CRM and SharePoint

By integrating SharePoint with Microsoft Dynamics CRM, you can easily add this extensive functionality to your solution. Dynamics CRM 2015 includes built-in integration with SharePoint so you can show related documents within a Dynamics CRM form. Dynamics CRM supports integration with SharePoint Server 2010, SharePoint Server 2013, and SharePoint Server Online.
An article in MSDN illustrates the integration options: https://msdn.microsoft.com/en-us/library/gg334768.aspx 
SharePoint integration enables you to store and manage documents on SharePoint in the context of a Microsoft Dynamics CRM record, and use the SharePoint document management abilities in Microsoft Dynamics CRM, such as checking the document in and out, viewing version history, and changing document properties. 

Because both SharePoint and Dynamics CRM are available deployed in the cloud or on premise, there are several permutations of how you can handle authentication and integration. 

You can integrate with SharePoint in two basic ways:
  • Client-to-server integration with SharePoint: This uses the Microsoft Dynamics CRM List Component in the sandboxed environment of SharePoint.  Client-to server integration is supported for both online and on-premises versions of CRM and SharePoint.
  • Server-to-server integration with SharePoint (CRM Online only): This does not require you to install the Microsoft Dynamics CRM List Component in the sandboxed environment of SharePoint or any other additional software to have the SharePoint document management functionality within CRM. After you enable server-based SharePoint integration for your organization, you can’t revert to the client-based authentication method. Server-based integration is supported for SharePoint Online, and SharePoint on-premises only if you have Microsoft Dynamics CRM Online 2015 Update 1.


You can automate many functions such as creation of document libraries triggered by events in Dynamics CRM.  For instance, when an opportunity moves to the stage when a proposal is prepared, you could create folders for the solicitation as well as the proposal, and associate them with the opportunity.    You might also want to use standard document templates to populate the folders.  

Popular posts from this blog

The DATA Act Driving Grant Management Automation

The Digital Accountability and Transparency Act enacted in May 2014 calls for making spending data available in open, standardized formats to be published online.  It is a continuation of transparency initiatives and lessons learned with experiences such as grants.gov, the 2009 economic stimulus under the Recovery Act and the spending site USASpending.gov.

Government grantees will have significant new administrative responsibilities.  Many organizations that were tracking grants in spreadsheets or documents will have to adopt more sophisticated automated grant management systems such as Microsoft Grants Manager to keep up with reporting rules.

For profit companies will lose some privacy as a result of this law.  Grant recipients will be required to disclose information including officer salaries.

Continued improvements to publishing grant opportunities such as grants.gov may make it easier to find grants. These reforms together are designed to improve the effectiveness of grant prog…

Dynamics 365 for Government Contractors (GovCon) Frequently Asked Questions (FAQ)

One of InfoStrat's most popular solutions is Dynamics 365 for Government Contractors (GovCon).



Here are some answers to frequently asked question on this solution:
Can I add new fields to the solution?  -- Yes, the solution is fully customizable and you can add your own new fields to any form, view or report.Does Dynamics 365 for GovCon work on mobile devices?  -- Yes, Microsoft offers mobile apps for all the most popular platforms including iPhone, iPad, and Android phone and tablets.Does Dynamics 365 connect with bid data systems such as Deltek and Onvia?  -- Some information services, such as Onvia, offer integration with Dynamics 365.  Others require third party solutions such as the InfoStrat integration with Deltek GovWin IQ.What do customers typically customize for their unique requirements? -- Not all contractors follow the same steps in the capture process.  Most clients will tailor the business process to add or remove steps in order to match their sales methodology.  Of…

Big Data for Microsoft Office 365 -- Office Graph

Most people think that big data techniques are for organizations that churn out massive volumes of data, such as corporations and government agencies.  But it turns out that if you spend a significant portion of your life online, you are a miniature big data factory yourself.  Many us end up with a significant and constantly growing digital footprint including your emails, photos, phone calls, text messages, shared documents, social media electronic transaction records and more.

Microsoft is applying big data tools to help you understand patterns in your online network. Office Graph maps content and activity from Microsoft Office, including email, social conversations, and meetings, and documents in SharePoint and OneDrive.



Office Graph applies machine learning techniques to your data.  It offers a query language as well as developer tools.



Office Graph is in preview mode now and subject to change.  Watch for it and for related products from Microsoft and other vendors to tap into st…