Solved

File Repository for CRM

Posted on 2013-01-10
3
254 Views
Last Modified: 2013-02-04
WE have a 3rd party system that generates 100 PDF files which contain marketing information.  We are also running MS CRM4.  Is there a way to create a link or entity in CRM that points to the file share where these files reside.  The files will be updated a on weekly basis.  If I cannot do that, is there a way to have CRM import the files automatically?
0
Comment
Question by:bduenges
  • 2
3 Comments
 
LVL 29

Expert Comment

by:feridun
ID: 38764142
Do you use SharePoint?  SharePoint is a great tool for storing documents. If so, you can make SharePoint libraries visible within CRM. It is a little tricky to set up for CRM 4 but much easier in CRM 2011.

I would be wary of importing large numbers of files into CRM.
0
 

Author Comment

by:bduenges
ID: 38764166
We use CRM 4 and Sharepoint 2007.
0
 
LVL 29

Accepted Solution

by:
feridun earned 500 total points
ID: 38764184
Then consider storing the documents in SharePoint. In CRM customization, you can configure IFRAMES in the entity forms to show information from external URLs such as SharePoint.
0

Featured Post

Highfive + Dolby Voice = No More Audio Complaints!

Poor audio quality is one of the top reasons people don’t use video conferencing. Get the crispest, clearest audio powered by Dolby Voice in every meeting. Highfive and Dolby Voice deliver the best video conferencing and audio experience for every meeting and every room.

Join & Write a Comment

On Sep 22nd 2014 Microsoft released Update Rollup 1 for Microsoft Dynamics CRM 2013 Service Pack 1 and back in July Update Rollup 3 was released.  So we now have:   Update Rollup 1Update Rollup 2Update Rollup 3Service Pack 1Update Rollup 1 for S…
For cloud, the “train has left the station” and in the Microsoft ERP & CRM world, that means the next generation of enterprise software from Microsoft is here: Dynamics 365 is Microsoft’s new integrated business solution that unifies CRM and ERP fun…
It is a freely distributed piece of software for such tasks as photo retouching, image composition and image authoring. It works on many operating systems, in many languages.
This tutorial demonstrates a quick way of adding group price to multiple Magento products.

757 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

16 Experts available now in Live!

Get 1:1 Help Now