Very quick post today.
Just been playing with the CRM 2011 and SharePoint integration.
I have to say it’s very nice. I installed SharePoint 2010 Foundation as I thought most SMB’s would probably be looking at this rather than full blown MOSS.
The help files that come with both the Foundation install and the associated CRM List Components are really quite good, and there wasn’t a great deal of configuration needed (Just had to add .htc extensions to the allowed file list)
The results are great:
What's nice is that it doesn’t ‘feel’ bolted on, but rather part of the system.
The advantages of using SharePoint (And I’m sure there are lots more) Include:
Versioning
Permissions
Alerts when Documents are Edited etc
There are many more advantages to using SharePoint for document management in CRM 2011, and the implementation of it is painless.
Just another reason why Microsoft Dynamics CRM 2011 is a giant leap forward.
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