SharePoint Documents are back in Dynamics Portals October 2018 Release

by Levin, Aric

Business Solutions  Dynamics 365  Dynamics CRM  General  Portals  SharePoint 


Posted on 7/24/2018 9:38:00 AM


Ever since Microsoft purchased AdxStudios and replaced the product with Dynamics Portals, one of the biggest pains was the removal of SharePoint documents. The interim solution of course was available using Azure blobs with the Dynamics Labs solution which provided document uploads, but using the Out of the Box SharePoint Documents was a miss by a lot of Portal Developers.

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Dynamics 365 and SharePoint Online Integration – CRM Implementation

by Levin, Aric

Business Solutions  Development  Dynamics 365  Dynamics CRM  SharePoint 


Posted on 5/6/2018 2:25:00 AM


For the final part of the series, I am going to demonstrate and explain the portions that resides inside Dynamics CRM (or can possibly be built inside other applications). The solution includes an HTML web resource that contains a subgrid (using JQWidgets, but can be replaced with any third party jquery grid or bootstrap table). The subgrid contains a list of documents that are contained in SharePoint, and provides the functionality to upload or download additional documents.

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Dynamics 365 and SharePoint Online Integration – Web Api Development

by Levin, Aric

Business Solutions  Cloud Platform  Development  Dynamics 365  Dynamics CRM  Online Services  SharePoint 


Posted on 2/28/2018 7:55:00 AM


Now that we have configured our SharePoint and Azure environments to allow us to create an API that will be called from CRM and process SharePoint requests, we will dive into the actual API.

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Dynamics 365 and SharePoint Online Integration – Azure Configuration

by Levin, Aric

Business Solutions  Cloud Platform  Development  Dynamics 365  Dynamics CRM  Online Services  SharePoint 


Posted on 2/25/2018 7:09:00 PM


The next part of this solution is to configure Microsoft Azure. If you do not have an Azure account, you can create a Trial account of Pay as you go account. If you are a partner or have a BizSpark subscription you get a certain amount of credits per month, which should be more than enough for the type of implementation that needs to be done using Azure.

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Dynamics 365 and SharePoint Online Integration - SharePoint

by Levin, Aric

Business Solutions  Cloud Platform  Development  Dynamics 365  Dynamics CRM  Online Services  SharePoint 


Posted on 2/25/2018 4:25:00 PM


The easiest part of this solution is to configure SharePoint. There is no custom development involved, but just the creation of the document library, the folders, custom lists and the attributes that we want to use for the solution. We will need to start with the creation of the custom lists as they will be used for the creation of the lookup attributes.

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Dynamics 365 and SharePoint Online Integration - Overview

by Levin, Aric

Business Solutions  Cloud Platform  Development  Dynamics 365  Dynamics CRM  Online Services  SharePoint 


Posted on 2/25/2018 4:05:00 PM


Over the past few years we have encountered multiple scenarios where the Out of the Box SharePoint Integration component, did not fulfill the requirements of our clients using Dynamics 365 and SharePoint. Some of these had to do with capturing additional attributes in SharePoint, and sharing similar data across different entities in SharePoint.

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Using CRM Announcements on your SharePoint web site

by Levin, Aric

Development  Dynamics CRM  SharePoint 


Posted on 12/4/2012 5:09:00 PM


This article will describe the steps on how to create announcements in CRM and publish them on your SharePoint 2010 web application.

Step 1 – Create the announcements in CRM

Creating announcement in CRM is an easy enough process. If you have permissions to create announcements, all you need to do is go to your Administration area under, and choose the announcements link.
This will display the announcements entity, and will provide you with the ability to create new announcements, edit existing announcements or delete announcements that you no longer need.

Each announcement has an expiration date field as well as a more information url link field. The entity is not customizable, so additional fields cannot be added to the entity.

 

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Retrieve Query String in Page Viewer Web Part

by Levin, Aric

Development  SharePoint 


Posted on 11/25/2012 5:59:00 PM


There are many times that we create a SharePoint web part in which we have to pass query string parameters to it from the main page, or possibly use an aspx page. If the web part that we create resides inside a Page Viewer Control, we are unable to use the Request.QueryString method in order to retrieve those values.

In such case, we would have to use the Request.UrlReferrer property in order to retrieve the Query String of the parent page and manipulate the data using a Custom "Get Query String" method that we create.

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Microsoft Competency Changes

by Levin, Aric

Development  General  SharePoint 


Posted on 11/20/2012 6:57:00 PM


Today, the merging of the new Microsoft Competencies was instituted.

The ISV, Web Development and Software Development Competencies have been merged to form a new competency called Application Development.

The Application Development competency is aimed to differentiate the company's expertise in developing application on Windows 8, Windows Server or Windows Azure, or leveraging the power of Visual Studio 2012.

The Portals and Collaboration, Content Management and Search Competencies have been merged to form a new competency called Collaboration and Content.

The new Collaboration and Content competency is aimed to highlight Microsoft Partners with the skills to provide Collaboration and Content expertise.

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Office 2013, SharePoint 2013 and Exchange 2013 Released to Manufacturing

by Levin, Aric

Exchange  Messaging  Office  SharePoint 


Posted on 10/24/2012 5:46:00 PM


Microsoft Office 2013 along with the other branded 2013 applications and server products have been release to manufacturing and are now available for download from the MSDN, Technet or Microsoft Partner web site.

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