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CRM and SharePoint RRS feed

  • Question

  • Is there was a way to assign different SharePoint sites to different business units for document management?

    Thanks

    Wednesday, October 5, 2011 2:25 PM

All replies

  • No you can't do that. The inbuilt functionality does not support that.

    But you can build a custom solution to do that if you want.

    I hope this helps.

     


    Amreek singh Senior CRM Consultant CDC Praxa Sydney,Australia http://mscrmshop.blogspot.com/
    Friday, October 7, 2011 2:46 AM
  • Depending on what the details of your system goals, you could use a series of plug-ins to create document libraries for each company division or sub devision.  In one of my clients projects we were able to be as granular as the location of each franchise.

    For instance suppose you had StarBucks as a client.

    And you installed and serviced equipment at all the Starbucks in the NorthEast U.S.?   That's a lot of stores, but you could have a dock library for each store with contracts and documents from customer interaction with each franchise.

    I would find the above somewhat impractical but it's only an example.

    Here is a sample of some of the code to create a objects in Share Point when an account is created in CRM.

    {

    listService.AddList(accountName, accountName +

    " Document Library", spDocLibraryListType);

     

    CrmBooleanProperty spcreatedprop =

    new CrmBooleanProperty();

    spcreatedprop.Name = SP_LIST_CREATED_ATTR;

    spcreatedprop.Value =

    new CrmBoolean();

    spcreatedprop.Value.Value =

    true;

    entity.Properties.Add(spcreatedprop);

    StringProperty spurl =

    new StringProperty();

    spurl.Name =

    "new_sharepointdocumentlibraryurl";

    spurl.Value = spUrl +

    "/"+ accountName + "/Forms/AllItems.aspx";

    entity.Properties.Add(spurl);

     

    //serv.Update(entity);
     

    EventLog.WriteEntry(

    "Application", "Account created successfully in Sharepoint.\r\n");

    }


    Curtis J Spanburgh
    Friday, October 7, 2011 6:12 PM
    Moderator