I have couple of questions related to the usage of Dynamics CRM:
Can it be used like a shopping website?
If I am using it like a Shopping website, will I have to buy a license for every registered user on my website?
Or do you think Dynamics CRM is not made to behave like a shopping website?
1) Absolutely, with some development, Microsoft CRM can be used as the database for your shopping website. You can use the built-in product catalog and price lists for your sales. Microsoft CRM has entities built into it for lead -> opportunity -> quote -> order -> invoice and you can repurpose any or all of these to work as you need them.
2) Typically the users of your shopping website will coincide with CRM contacts, which is great because you don't need user licenses for them. You will have to license each end user of the system but this is limited to employees of your business. In some scenarios you may need to purchase one external connector license which licenses you to expose data through a web site or other medium - see this blog for more details http://blogs.msdn.com/b/mscrmfreak/archive/2007/06/01/repeat-external-connector-license.aspx. You will need to develop the website shopping site front end and integrate it with Microsoft CRM using the Dynamics CRM SDK.
3) Building portals to Microsoft CRM is actually a very common request. A shopping website is a type of portal, another type would be a customer self service website. Both can utilize the Microsoft CRM database to get 60% of the way, and then integrate with the website.
While you could use Microsoft Dynamics CRM to build a shopping website, I wouldn't recommend it. A CRM and a framework for ecommerce are two different beasts. Look for a product that is specifically created for a shopping website, rather than attempting to manipulate Dynamics CRM.
Related
Is there a way to get news from SharePoint online using Microsoft Graph?
On this page from Microsoft they announce that:
If you use the SharePoint app on iOS, you get the first look at the
mobile experience of team news. When you tap the News tab, you will
see a list of aggregated news using the intelligence of the Microsoft
Graph from the sites you work in, the sites you follow and the sites
your colleagues work in. SharePoint mobile on iOS gives you one place
to catch up on the news from across your intranet. That’s your news in
your pocket!
But when looking in Microsoft Graph documentation for SharePoint, it doesn't seem to be any APIs for fetching aggregated news and other items from SharePoint? Am I missing something or is the the office blog just marketing talk?
The Microsoft Graph is still a work in progress. They're probably using the search api to surface news on mobile devices.
I have a SharePoint 2010 site and my company also uses Microsoft Lync. I am creating a contact list in the sharepoint site and would like to have the person's lync profile as the listing in the contact list. Since we use photos in our Lync profiles and also are mandated to keep our Lync profiles up to date at all times I would minimize the maintenance int he SharePoint page where my contact list is displayed. How can I integrate and get what I want done out of these two application?
Since all Lync profile data is integrated with AD so you can sync all these AD fields in SharePoint and once that's done you can have Lync profile information SharePoint UserProfile .
I want to design an application to sync user information between local system and CRM online. I found we can't create user in CRM online through APIs directly as CRM on-premise. System said we only can add user through office 365 admin portal. But I have no idea about how to use office 365 APIs to create CRM online user. Did you guys encounter the situation before? Please help me, thanks!
Ok, let me answer my question. Right now if we want to operate Dynamics CRM Online User or License information, we need to operate Active Directory Graph Service associated with CRM Online. This Service is a web api based service. We can get the example code on "http://visualstudiogallery.msdn.microsoft.com/7e947621-ef93-4de7-93d3-d796c43ba34f", and current there is one helper library can be used you guys can download it on http://code.msdn.microsoft.com/windowsazure/Windows-Azure-AD-Graph-API-a8c72e18.
I am trying to connect SharePoint Online with Dynamics CRM Online using BDC, but I'm not getting any results.
I am trying to use Accounts from CRM in SharePoint Online like a list.
When I have 100 accounts (customers) in CRM I want to export these accounts to SharePoint Online like a list. And when I will bed edited account in CRM the elements in the list will be updated (when I edited element on SharePoint list it will update in CRM).
Is there any possibility to connect in this way? If there is then what I should use - SharePoint Designer 2010, Visual Studio or do this on web interface?
Girish Raja provides a great overview on how to integrate CRM Online and SharePoint Point via BCS. His MSDN blog post includes a link to his video presentation from TechEd in May (go to minute 35 in video) along with a link to the source code/instructions. His demo uses SharePoint on-premise but mentions that it will work with SharePoint Online once BCS is enabled. (which it is now).
According to this:
Msdn Blog: Microsoft Dynamics CRM integration with SharePoint Online is here
... this is how to do it:
Your Microsoft Dynamics CRM System Administrator must install the Microsoft Dynamics CRM 2011 List Component
Once enabled, the Microsoft Dynamics CRM user can open an Account
Click on Documents – If the Account does not have a corresponding Document Library in SharePoint Online one is automatically created
Unfortunately this cannot be done at this time - http://community.office365.com/en-us/f/154/t/2301.aspx
See codeulike's answer for more up to date information.
Have any of you done a MS CRM 4.0 and SharePoint integration. Any Pointers? I am new to both the CRM and SharePoint.
After a little more research, Id like to refine my question. I basically want to use IFRAME to add a SharePoint tab that will show the SharePoint page that I have created. Any hints on how to do that?
Also how would I get access to the CRM data fields in SharePoint. i.e. if I add a file in SharePoint, I want it to have all the metadata from the CRM property page.
CRM <-> SharePoint integration is very common. The MS CRM blog is a good place to start for pointers:
MS CRM Blog post tagged with SharePoint
Also, the Dynamics CRM Virtual PC demo image has some SharePoint integration in it, where it shows pages from SharePoint in CRM. You can download the VPC from here:
Microsoft Dynamics CRM 4.0 Virtual Machine
Once you have the VPC started, as I recall there is SharePoint integration on the Account entity - have a look in the onload event of the Account form in Customizations.
Regarding your question in how to utilize IFrame to display custom .ASPX solution, you can refer to these posts :
Microsoft Dynamics CRM IFRAME Magic
Hope this helps