File attachments SharePoint document integration in Visual Basic .NET
File attachments SharePoint document integration generate qr code vb.net Using Barcode creator for .NET Control to generate, create QR Code ISO/IEC18004 image in VS .NET applications. generate qr code vb.net www.OnBarcode.comvb.net qr code reader free Using Barcode recognizer for Visual Studio .NET Control to read, scan read, scan image in .NET applications. vb.net qr code reader free www.OnBarcode.comPart I Overview and Configuration
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File Attachments
Additional software required Stores documents in Microsoft Dynamics CRM database Can take documents offline with Microsoft Dynamics CRM for Outlook with Offline Access Uses Microsoft Dynamics CRM security roles and settings No Yes Yes SharePoint Integration
Yes, Microsoft Office SharePoint Server No No
No, SharePoint security settings must be configured separately
Part I Overview and Configuration
File Attachments
Single backup process with other Microsoft Dynamics CRM data for documents Check in and check out capabilities Version history and revision tracking Can search for content within documents Can configure alerts for modifications Yes SharePoint Integration
No, must back up SharePoint data in addition to Microsoft Dynamics CRM backups Yes Yes Yes Yes
No No No No
Microsoft SharePoint is not required to use Microsoft Dynamics CRM 2011, but Table 4-2 shows that the SharePoint integration provides some very significant benefits and capabilities compared to file attachments. The trade-off is that your organization needs to acquire and set up Microsoft Office SharePoint Server. Let s take a deeper look at how Microsoft Dynamics CRM document management integrates with SharePoint in the following areas: Setup and Configuration User Interface
Setup and Configuration
At the time this book went to press, Microsoft Dynamics CRM supported the following versions of SharePoint: Microsoft SharePoint 2010 (all editions) Microsoft Office SharePoint Server (MOSS) 2007 Microsoft Dynamics CRM 2011 List Component for Microsoft SharePoint Server 2010
Although Microsoft Dynamics CRM supports Microsoft SharePoint 2010 and Microsoft Office SharePoint Server 2007, SharePoint 2010 offers additional features by also installing the Microsoft Dynamics CRM 2011 List Component for Microsoft SharePoint Server 2010. With this list component installed, you get the following benefits: The document management interface in Microsoft Dynamics CRM will mirror the rest of the application by displaying a grid of documents. You can configure Microsoft Dynamics CRM and SharePoint to automatically create folders for your documents. 4 Data and Document Management
Without this list component, Microsoft Dynamics CRM displays SharePoint documents in an inline frame (IFrame), which works fine but doesn t match the look and feel of Microsoft Dynamics CRM. We will show an example of the list component later in this chapter. We won t go through the entire process of setting up the SharePoint integration because the Microsoft Dynamics CRM Implementation Guide covers this process in detail. However, we want to highlight a few key configuration parameters. You can access the Document Management configuration options by clicking the Document Management link in the Settings area of Microsoft Dynamics CRM. Next, click the Document Management Settings link. A dialog box opens and you can select the entities for which you want to enable document management, as shown in Figure 4-16.
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