Monday, July 09, 2007
This article is a technical tutorial on developing call-outs for Microsoft CRM to create new SharePoint sites. Call-outs are custom "logic" that is executed as a result of a CRM workflow reponse.
The article is listed below:
The purpose of the integration is to create collaboration sites on SharePoint 2007 as new accounts or opportunities are created in Microsoft CRM
Microsoft CRM 3.0 - Third Party Tool to extend Document Management capabilities of CRM using SharePoint
This product not only places a SharePoint site into an entity, but it also creates a new SharePoint site for every entity you create (for the more technical, it comes with a call-out/plug-in for CRM). It supports MOSS 2007, SPS 2003, WSSv3 and WSSv2.
For more information, see the following extract from http://www.kwizcom.com/ProductPage.asp?ProductID=186&ProductSubNodeID=192:
KWizCom CRM Connecor to SharePoint, now supports MOSS 2007 - enables users to better manage documents linked to any CRM entity (Account, Lead, Product etc.).
These document management capabilities are based on Microsoft SharePoint Services, and provide CRM users with the ability to:
- Create document libraries and folders
- Link documents to any CRM entity
- Search for documents from within MS CRM interface
- Expose documents to users who are NOT CRM users
(and do not have CRM client license)
- Enables sharing applications beyond a single team-site scope
A company called "BPA" did exactly just that, and named the product "Easy CRM SharePoint" (Easy CRM software solution for Microsoft SharePoint). They have flash demonstrations for this CRM application, and it proves to be very interesting indeed! Click on this link to see it: http://software.crm-sharepoint.com/default.aspx.
So how did they do it? Does it integrate core CRM functionality into Outlook? Would it be better than Microsoft CRM 3.0 itself? Well, having a bit of a look into it, it appears they've used a series of lists, calendars and custom web parts to contribute to CRM functionality. They've even got lists of reports, offline access, an Outlook connector (to attach emails to items) and more. However, as compared to Microsoft CRM 3.0, it does seem like a little child, but I'll leave that to you to judge.