The purpose of the integrated innovation demo is to show the interoperability of Microsoft products - PowerPoint PPT Presentation

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The purpose of the integrated innovation demo is to show the interoperability of Microsoft products

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This session covers using Sharepoint Team Services to store document attachments ... Sharepoint link from the home page shows the new document on the STS site. ... – PowerPoint PPT presentation

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Title: The purpose of the integrated innovation demo is to show the interoperability of Microsoft products


1
  • The purpose of the integrated innovation demo is
    to show the interoperability of Microsoft
    products with Microsoft CRM

This session covers using Sharepoint Team
Services to store document attachments to MS CRM
records
NOTE Thanks to Steve Peschka for his help with
the streaming code
  • John Straumann
  • jstrauma_at_microsoft.com

2
Custom buttons added via isv.config file
3
Clicking the Sharepoint link loads the company
Sharepoint site within the MS CRM GUI
4
Click the opportunities tab and select an
opportunity
5
A button to attach a file to this record using
Sharepoint
Clicking this tab will list the files attached to
the record
6
Clicking the Sharepoint button brings up the
upload dialog box
7
Use the browse button to find the file you want
to upload
8
Click the Upload to Sharepoint button to upload
the file
9
The status bar will display the message Done
when the file is finished uploading
10
Clicking the Sharepoint tab will display the
Sharepoint documents attached to this MSCRM record
11
One Sharepoint document is associated with this
record.
12
Clicking the link accesses the file.
13
Clicking the Sharepoint link from the home page
shows the new document on the STS site.
14
More to follow
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