Dynamics CRM 2016 OnlineSharePoint Integration
Industry: Business | Timeline: 3 months| Number of resources: 2
ADDRESS:
12 SF, Maurya Times Square,
Opp. R K Royal Hall,
Science City Road, Sola,
Ahmedabad, Gujarat 38006
-| www.promptsoftech.com
BUSINESS REQUIREMENT
SharePoint is one of the most widely used business content management systems that enable
the entire team to edit and maintain multiple documents. By giving adequate access rights to the
users of the document, management becomes efficient and boosts team collaboration.
Key Advantages:
Direct Collaboration
Quick Linking
Better Security & Version Control
Centralized Document Storage
Our customer wanted to implement Server-based Dynamics CRM and SharePoint and specified
following requirements to be fulfiled
Native/Customized integration between SharePoint & CRM
Set up customized folder structures based on Accounts
Cost (SharePoint storage cost is $0.20/GB while Dynamics storage cost is $10/GB)
Document integration in customized Dynamics CRM Module
OUR SOLUTION
Prompt Softech used the following approach to fulfil customer’s requirement:
1) Native Integration:
Dynamics CRM has a built-in feature for SharePoint integration and does not
require Microsoft Dynamics CRM List component. Account-centric integration
is implemented to fulfil requirements.
The entities can be enabled to use SharePoint after the server-side integration
is done. Each configured entity will have an option for Document Uploading.
2) Dynamics CRM Plugins:
The plugins are developed to:
Create predefined folder structure
Auto-upload files from customised modules
Renaming folder structure
2
GrantVantage Folder Structure:
3) Configurable Folder Structure:
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TECHNOLOGY/TOOLS USED
xRM Framework
Microsoft Dynamics 2016 online
SharePoint 2016 Online
C#
SCREENSHOTS
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