Share point document management integration in ms crm

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  Hello.

  You should check following url - http://blogs.msdn.com/b/crm/archive/2008/03/28/contextual-sharepoint-document-libraries-and-folders-with-microsoft-dynamics-crm.aspx

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  • Proposed as answer by Mayank Pujara Friday, October 15, 2010 12:01 PM
  • Marked as answer by Jim Glass Jr Friday, October 15, 2010 4:16 PM

  Friday, October 15, 2010 11:38 AM

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  Thanks Andriy for this, one quick question, can we do similar sought of check out and check in functionality from CRM windows.

  Friday, October 15, 2010 12:26 PM
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  I should be able to upload the documents separately for every entity. I mean when i go into an entity i should be able to upload documents specified to that entity only, and not the documents uploaded for other entities.

  Tuesday, October 19, 2010 10:11 AM
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  Hello.

  This can be done but this will be a lot of work - plugin for every entity and Document Library for every record. But this will be easier in version 2011. So I suggest you to try it.

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  • Marked as answer by Courageous_Heart Tuesday, October 19, 2010 10:36 AM

  Tuesday, October 19, 2010 10:20 AM

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  Thanks Mate.

  Tuesday, October 19, 2010 10:29 AM