Microsoft Office review

Microsoft Office

MS Customer relationship management is quite close to documenting workflow automation, including Ms. Office documents: Words, Microsoft Excel, etc. The file workflow was perfectly automated about 10 decades ago in Lotus Notes Domino. In this article, we describe the solution based on MS Customer relationship management integration with MS SharePoint. Microsoft Customer relationship management is a new player on Customer relationship management applications market and it's gaining its market share. The major issue with storing files in MS Customer relationship management in the kind of attachments to Action is an inability to work on those attached files in co-operation with a few other co-workers, who do not need to use CRM.

When several service people serve requests through the same customer this is required. You may use alternate way when you shop office files in the folders of your file system and once changing document, you save it reattach to CRM. This is uncomfortable since first it requires all of your editing users to have Customer relationship management licenses, which delays Customer relationship management implementation. We look increasing popularity of document storage systems, such as Microsoft SharePoint, Oracle Files, etc. Being executed provides your time savings, associated with files revisions and versioning, approval cycles and workflows, internet accessibility through Web portal systems and such.

OMain modification from the MS Customer relationship management side is standard system behavior change whenever you open attachment in Activity. Standard unmodified Client relationship management indicates you to store files in the file system. Altered version sores file in SharePoint Document Library or keep it in MS Customer relationship management as is. From the moment of saving the document in SharePoint Document Library it is not stored in MS CRM - CRM will now store only the link\/reference to the document. Furthermore, you are given the capacity to open and modify the document in the area of the opening, which speeds up MS Customer relationship management user functionality significantly.

OTable, storing the links to the files sits in a different database and doesn't deal with MS Customer relationship management tables. the document storing into MS SharePoint process occurs in MS Customer relationship management and with its help - SharePoint bridge, which does addition and upgrades for the existing file into destination Document Library together with MS SharePoint Web Services calls. OUpon the inclusion into Document Library, MS Customer relationship management - SharePoint bridge records the file in the special table for the future information extraction or notification mechanism registration. O. Then, interested users can work with the documents just using MS Office 2003 or other programs\/editing tools, assuming these tools have access to MS SharePoint. feedback is supplied by MS SharePoint Event Handler component. This is a special handler, inspecting