Book Image

Microsoft Dynamics CRM Customization Essentials

By : Nicolae Tarla
Book Image

Microsoft Dynamics CRM Customization Essentials

By: Nicolae Tarla

Overview of this book

<p>Dynamics CRM is Microsoft's answer to customer relationship management. The platform's flexibility allows system customizers to enhance its functionality to map any kind of business and scale to any size.</p> <p>Through this practical guide, you will develop a vital and holistic understanding of the key features of Dynamics CRM. You will work with entities within the existing modules, learn how to customize and extend entities, and explore how to create logical relationships between them. You will also look at business rules and business process flows and learn how to use these features to enforce and visually enhance user experience. Furthermore, you will customize business entities without using code and cover the new features in Dynamics CRM. By the end of the book, you will have acquired new marketable skills in developing software for businesses running Dynamics CRM.</p>
Table of Contents (13 chapters)
Microsoft Dynamics CRM Customization Essentials
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Document Management


The Document Management area allows you to configure SharePoint integration. Integrating Dynamics CRM with SharePoint in this way provides an additional functionality for document management. As you can see in the following screenshot, you can now start to take advantage of all the document versioning features of SharePoint, as well as checkouts, checkins, and auditing:

In order to configure SharePoint integration, the following steps need to be followed:

  • First, in the Document Management Settings area, there's a link to Install List Component. This takes you to the download center where you can get the List Component. This is a SharePoint component that must be installed on the SharePoint server you intend to use for integration. Select a SharePoint site collection you want to use for integration and deploy this component in there. In order to install this, you must be a site collection administrator.

  • Once this is done, you can go to the Document Management Settings area...