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Johnz Blog - The MscrmGuy

Microsoft Dynamics CRM
Use Sharepoint as the MSCRM Document store - Level 300

Sharepoint provides some really great document management and collaboration features that can be utilized for increasing team productivity in organizations. MSCRM provides the ability to attach notes to records, however it seems a natural combination to utilize Sharepoint to store documents related to MSCRM. For example, when creating an RFP for a new Account, why store the RFP as an attachment in MSCRM when it could be a Sharepoint document (or even document workspace), readily available over the intranet.

Here is a new HOL that takes the user through the process of setting up MSCRM to use Sharepoint to store documents.

 

Full source code is provided however note that the code is provided "AS IS" with no warranties, and confers no rights. Use of any included script or code samples are subject to the terms specified at http://www.microsoft.com/info/cpyright.htm

 

Check out the lab here SharePoint HOL

 

Posted: Sunday, January 15, 2006 9:24 AM by jstraumann

Comments

beercho said:

Hi John.  I just setup this solution in my server.  It Works very fine when I work in the server.  But when I try to use the Upload.aspx in a Client Station I get the Error Cant Find the File in c:\Windows\system32\inetsrv\Myfile.doc

Of Course the file is not in this route and the server dont have permissions in this route.  

How can I fix the ASP so it works with client computers?

Thanks for your Help.
# March 14, 2006 11:11 AM

jstraumann said:

Hi there:

Hmm, that's strange. Did you use the "Browse" button to find the file?

I'll see if I can test this later this week.

John.
# March 21, 2006 7:49 AM

beercho said:

Hi John Thank

Yes, I use the Browse Button to find the file.

Thanks for your help.

Fernando
# March 23, 2006 12:09 PM

Andrew Wolfe said:

Great article - really good idea.  What about though if instead of using a an addition SQL database to store the relationship for us we added a field to the document library in SharePoint and stored the OID of the CRM objec tin it.  we could then show a filtered list of the documentlibrary within the entity and only see the related documents.
# May 24, 2006 4:55 PM

bobio said:

Andrew,

That's a great idea.  I've actually thought of doing this project for a client. John, Great article.

# February 23, 2007 3:54 PM

Custom attachment fields? | keyongtech said:

PingBack from http://www.keyongtech.com/396180-custom-attachment-fields

# January 18, 2009 12:31 PM
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