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CRM Integration with Sharepoint

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Hi,

I need some inputs on integrating CRM with Sharepoint. I want to use MOSS for Document management. i.e any document that comes into CRM (can be associated with any entity), it has to be stored into Sharepoint.

Can anybody suggest any ways /methods. Its basically building a Sharpoint Bridge.

Also please pass any available good links

Regards,

Sowmya

Monday, September 24, 2007 6:43 AM

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Hi Sowmya,

There are few helpful materails on this topic on the web. Please explore following URLs as start point;

http://ayazahmad.wordpress.com/2007/05/08/ms-crm-and-sharepoint-2007-integration/

http://www.codeproject.com/useritems/MOSS_2007-CRM_Integration.asp

There is also an event regarding this;

http://www.msreadiness.com/CourseDetail.aspx?id=6696

Monday, September 24, 2007 8:20 AM

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Hi Sowmya,

There are few helpful materails on this topic on the web. Please explore following URLs as start point;

http://ayazahmad.wordpress.com/2007/05/08/ms-crm-and-sharepoint-2007-integration/

http://www.codeproject.com/useritems/MOSS_2007-CRM_Integration.asp

There is also an event regarding this;

http://www.msreadiness.com/CourseDetail.aspx?id=6696

Monday, September 24, 2007 8:20 AM

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Hi,

I recently build a dashboard in SharePoint that uses a lot of data from our MS-CRM system. It uses our web parts and it's pretty straightforward to setup and run. The screencast (flash) of how I set it up is at:

http://www.nse.com/library/tours/eSENSE/Overview/20080116/VizOverview2.htm

or you can hit from the screencast library page at http://www.nse.com/content.do?ContentId=731 (first demo on the page).

We use these dashboards quite a bit for non-CRM users to get reports and other data on a SharePoint web part page.

Good luck!

Mike

Thursday, January 17, 2008 7:01 PM