CRM Integration with Sharepoint
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CRM Integration with Sharepoint

 
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Mickey Blaivas
Guest





Posted: Tue Oct 18, 2005 12:02 am    Post subject: CRM Integration with Sharepoint Reply with quote

Hello,
Our company created nice tool that allows smooth integration between CRM and
Sharepoint (SPS or WSS). For example, it allows to automatically create a
site for every new created account (or lead or opportunity) by predefine
Sharepoint template.

you can see a short demo on http://www.g-s.co.il/media/wssgenerator.wmv

Please contact me if you have any further questions or interested in this
solution

Regards,
Mickey
mickey@g-s.co.il

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mscrmexpert



Joined: 03 Oct 2005
Posts: 41

Posted: Tue Oct 18, 2005 8:02 am    Post subject: RE: CRM Integration with Sharepoint Reply with quote

Hi Micky,
Me also Did with WSS - Sharepoint portal integration of MS CRM.
you can reach me on mscrmexpert@gmail.com

--
Microsoft CRM Expert - CRM & .Net

All about Microsoft CRM 3.0- read

http://microsoftcrm3.blogspot.com




"Mickey Blaivas" wrote:

Quote:
Hello,
Our company created nice tool that allows smooth integration between CRM and
Sharepoint (SPS or WSS). For example, it allows to automatically create a
site for every new created account (or lead or opportunity) by predefine
Sharepoint template.

you can see a short demo on http://www.g-s.co.il/media/wssgenerator.wmv

Please contact me if you have any further questions or interested in this
solution

Regards,
Mickey
mickey@g-s.co.il
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Chad
Guest





Posted: Fri Oct 21, 2005 12:03 am    Post subject: RE: CRM Integration with Sharepoint Reply with quote

I like the looks of your integration tool.

My company has been using WSS for sometime now, but we've not implimented
CRM because the integration didn't really exist yet. (Not without mountains
of custom code...)

We ended up forcing WSS to fit were CRM should be the solution. Do you do
any other integrations between the two products? More specifically, tying
document management into the CRM interface, or letting the CRM interface
manage documents stored in sharepoint libraries? Do you have any experiance
with the MS Integration Bridge Framework?

Also, does the existing tool you've created allow for a site template to be
chosen, say based on account/opertunity/lead type?

"Mickey Blaivas" wrote:

Quote:
Hello,
Our company created nice tool that allows smooth integration between CRM and
Sharepoint (SPS or WSS). For example, it allows to automatically create a
site for every new created account (or lead or opportunity) by predefine
Sharepoint template.

you can see a short demo on http://www.g-s.co.il/media/wssgenerator.wmv

Please contact me if you have any further questions or interested in this
solution

Regards,
Mickey
mickey@g-s.co.il


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Mickey Blaivas
Guest





Posted: Tue Nov 08, 2005 9:01 am    Post subject: RE: CRM Integration with Sharepoint Reply with quote

Dear Chad,
Sorry for late answer ! I didn't notice your thread !

regarding your questions -
Out tool provides fool integration between CRM and Sharepoint (SPS and WSS).
You can automatically create Sites using predefined Sharepoint Templates
It's integration is very easy

you can see how it works in the following short movie file-

http://www.g-s.co.il/media/wssgenerator.wmv

"Chad" wrote:

Quote:
I like the looks of your integration tool.

My company has been using WSS for sometime now, but we've not implimented
CRM because the integration didn't really exist yet. (Not without mountains
of custom code...)

We ended up forcing WSS to fit were CRM should be the solution. Do you do
any other integrations between the two products? More specifically, tying
document management into the CRM interface, or letting the CRM interface
manage documents stored in sharepoint libraries? Do you have any experiance
with the MS Integration Bridge Framework?

Also, does the existing tool you've created allow for a site template to be
chosen, say based on account/opertunity/lead type?

"Mickey Blaivas" wrote:

Hello,
Our company created nice tool that allows smooth integration between CRM and
Sharepoint (SPS or WSS). For example, it allows to automatically create a
site for every new created account (or lead or opportunity) by predefine
Sharepoint template.

you can see a short demo on http://www.g-s.co.il/media/wssgenerator.wmv

Please contact me if you have any further questions or interested in this
solution

Regards,
Mickey
mickey@g-s.co.il
Back to top
 
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