Saturday, July 31, 2010

Categories

Minimize

Archive

Minimize

Tag Cloud

Minimize

Altriva Team Blog

Minimize
Altriva Solutions Blog - CRM (Microsoft Dynamics CRM), SharePoint (MOSS), Application Development, and Integration Solutions.
Posted by: Tim Dutcher on 9/30/2009 | 0 Comments
  • Categories:
  • CRM
Combining Microsoft Dynamics CRM 4.0 and Bing Maps can help businesses visualize geographic and location-based information quickly and easily. This article provides examples and source code to help you implement this useful mashup.
Posted by: Hoss Hostetler on 9/18/2009 | 3 Comments
Here at Altriva, like many other organizations, we use CRM for many of our core business processes and use SharePoint for our intranet, document management, and enterprise search. With these two platforms being vital to many of our overall processes we have integrated the two applications. Having also solved this problem for many of our clients, we know how common it is for organizations to use CRM and SharePoint in similar capacities. As a result we felt it would be valuable to share our insight and integration approach.
 


  •   
      

    Recent Comments

    Minimize

    "Hi Lee -- I would just create one-off workflows for each user in your system in that case. Or, create a number of sync users for yourself, and then bulk edit those sync users to another record." Read more
    by Phil Edry on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

    "Norbert and Jeff -- CRM Online couldn't support this exact setup due to current limitations with plug-ins. However, a different integration could be developed that would work with Online and BPOS. If you'd like additional information, please feel free to email info@altriva.com." Read more
    by Phil Edry on CRM to SharePoint Site Creation and Clients List Integration

    "great article thanks Would the CRM security model be adhered to by the calendar? I have 30 business units in CRM and want a shared calendar at the BU level but for users to only see the records from thier BU and not the whole system. Would be nice not to have to build multiple calendars?" Read more
    by Jeff Murtari on Adding a Custom Calendar to the CRM UI

    "I also have the same question as Norbert. I'm very interested in this if you're able to do this with CRM Online. " Read more
    by Jeff Snyder on CRM to SharePoint Site Creation and Clients List Integration

    "Would i be able to do this with the online versions of CRM and BPOS? " Read more
    by Norbert on CRM to SharePoint Site Creation and Clients List Integration

    "Thanks guys this has solved a major hurdle for us. I may be missing something obvious here but is it possible to modify the workflow, so that "Sync User" can be selected as we have a situtation where the PA would like to set the 'Sync User' for multiple contacts as their manager." Read more
    by Lee Southam on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

    "Good example... event more flexible then CRM Customization Manager" Read more
    by Peter Olsson on Export CRM customizations using PowerShell

    "Thanks! I encountered this same error, so this was helpful. It would be nice to know what attributes are causing the problem. I heard that some rollups actually changed the size of some attributes. I'm not sure how that would be related to CRM Online or if it could be impacted by the date the organization started using CRM." Read more
    by Gretchen Mann on Importing Customizations from one CRM Online Instance to Another CRM Online Instance

      
    Copyright 2010 by Altriva LLC