tag:blogger.com,1999:blog-28669706.post8089602482830518188..comments2024-03-25T08:33:57.056+01:00Comments on Gustaf's Microsoft Dynamics CRM Blog: SharePoint as document management storage for Dynamics CRMGustaf Westerlundhttp://www.blogger.com/profile/02522937600083440624noreply@blogger.comBlogger13125tag:blogger.com,1999:blog-28669706.post-42490953111006099012014-09-23T16:36:07.603+02:002014-09-23T16:36:07.603+02:00Ok. Thanks for the information. I have not had the...Ok. Thanks for the information. I have not had the time to look into it yet, but if it is what you say it is I think you have a good product. I have heard several customers asking for this functionality and it is especially large customers.Gustaf Westerlundhttps://www.blogger.com/profile/02522937600083440624noreply@blogger.comtag:blogger.com,1999:blog-28669706.post-79587541250361012792014-09-23T15:55:43.423+02:002014-09-23T15:55:43.423+02:00Definitely. It is not trivial task to implement an...Definitely. It is not trivial task to implement and test it properly. There are a lot of actions and scenarios that can change permissions in CRM. <br /><br />I am directly developer of this solution so feel free to ask more if you are interested. I'm trying to inform people about this product because so far I have not find any free or paid alternative that is covering this. And there ale a lot of discussion post regarding this issue and most of them are unanswered or simply not possible !Anonymoushttps://www.blogger.com/profile/11501198429624669983noreply@blogger.comtag:blogger.com,1999:blog-28669706.post-44746715029610453192014-09-23T15:19:32.491+02:002014-09-23T15:19:32.491+02:00Interesting. It is very complex to replicate this ...Interesting. It is very complex to replicate this to SharePoint, as not only the BU/Role structure has to be replicated but also the sharing, joinging/unjoining of teams etc. can have effects on effective permissions in SP.Gustaf Westerlundhttps://www.blogger.com/profile/02522937600083440624noreply@blogger.comtag:blogger.com,1999:blog-28669706.post-24580465008193624112014-09-23T13:28:21.801+02:002014-09-23T13:28:21.801+02:00Hello Chris,
there is a commercial product on the...Hello Chris,<br /><br />there is a commercial product on the market solving this security issue (http://connecting-software.com/index.php/en/solutions/products/cb-dynamics-crm-privileges-to-sharepoint-permissions-replicator)Anonymoushttps://www.blogger.com/profile/11501198429624669983noreply@blogger.comtag:blogger.com,1999:blog-28669706.post-80642768181422499822013-10-30T17:03:33.919+01:002013-10-30T17:03:33.919+01:00@Chris Brown: Yes, it is very limited. I have been...@Chris Brown: Yes, it is very limited. I have been looking into trying to create a more enhanced version myself as an ISV Product but it has been too long since I worked with SharePoint and I find that the SharePoint API:s are too limited, especially when working CRM Online - SharePoint Online. Thanks for you praise! Nice to know that it is appreciated.Gustaf Westerlundhttps://www.blogger.com/profile/02522937600083440624noreply@blogger.comtag:blogger.com,1999:blog-28669706.post-21780518365636082882013-10-30T16:47:41.626+01:002013-10-30T16:47:41.626+01:00Very good post. We have just discovered the serio...Very good post. We have just discovered the serious limitations of this plug-in, particularly concerning the security aspects in a large organisation.Anonymoushttps://www.blogger.com/profile/01655967706140066063noreply@blogger.comtag:blogger.com,1999:blog-28669706.post-9990534611367157962013-09-25T09:49:29.891+02:002013-09-25T09:49:29.891+02:00Thanks for the adviceThanks for the adviceAlehttps://www.blogger.com/profile/09711916033557762585noreply@blogger.comtag:blogger.com,1999:blog-28669706.post-46828488349976985962013-09-25T09:46:10.413+02:002013-09-25T09:46:10.413+02:00@Ale, I Think you are right, I Think it is not an ...@Ale, I Think you are right, I Think it is not an error in your system, but I have not checked. The only possible solution I can Think of is setting the document location manually or trying to make some program (like a plugin/JavaScript) that sets i automatically based on the logic that you would like. That would, however, probably require quite a lot of Work.Gustaf Westerlundhttps://www.blogger.com/profile/02522937600083440624noreply@blogger.comtag:blogger.com,1999:blog-28669706.post-18969838288889804202013-09-25T09:42:55.574+02:002013-09-25T09:42:55.574+02:00then it is a known problem, and not an error in my...then it is a known problem, and not an error in my system.<br />you known if there is a solution?Alehttps://www.blogger.com/profile/09711916033557762585noreply@blogger.comtag:blogger.com,1999:blog-28669706.post-52382128561266816522013-09-25T09:23:17.994+02:002013-09-25T09:23:17.994+02:00@Ale, well the contract entity is a very strange e...@Ale, well the contract entity is a very strange entity to start off with and to be frank I don't know why it acts that way. I Think MSFT might have put in special logic for opp, quote, order and case as these are very common entities but contract on the other hand is not. Gustaf Westerlundhttps://www.blogger.com/profile/02522937600083440624noreply@blogger.comtag:blogger.com,1999:blog-28669706.post-65318585953187141772013-09-25T09:17:50.180+02:002013-09-25T09:17:50.180+02:00Thank you for this interesting post, I managed to ...Thank you for this interesting post, I managed to create a hierarchical structure under account for all entities that serve us except for the "contract" entity. There is a reason why "contract" does not follow the rule of other entities such as quote, order or cases?Alehttps://www.blogger.com/profile/09711916033557762585noreply@blogger.comtag:blogger.com,1999:blog-28669706.post-74723476228657190472013-09-06T11:17:11.881+02:002013-09-06T11:17:11.881+02:00Great post regarding the integration of MS Dynamic...Great post regarding the integration of MS Dynamics CRM with Sharepoint. It is not an easy do. While Sharepoint has been designed in a manner where even a non-technical person might be able to learn and make use of it, this integration might not be too easy for a lay person. But for those using either of these, this is a great way to enhance their <a href="http://www.ashconversions.com/internet-document-management.shtml" rel="nofollow">internet document management</a> systems and make better use of Dynamics CRM by integrating it with Sharepoint for document storage. Thanks for the info and a descriptive post on this subject. Al Sharphttps://www.blogger.com/profile/02290069161873157725noreply@blogger.comtag:blogger.com,1999:blog-28669706.post-64288394517347882802013-02-20T22:21:04.506+01:002013-02-20T22:21:04.506+01:00Gustaf
This is a great description of Dynamics CRM...Gustaf<br />This is a great description of Dynamics CRM and SharePoint integration out of the box.<br />Currently all CRM users have access to all entity documents even if CRM user does not have access to the entity.<br />We are working on the design / solution of this problem to make this document security more granular. Will send you the updates.<br />-ArunAnonymousnoreply@blogger.com