Document Management in Sharepoint and CRM

How to create a copy of document that is uploaded in CRM to sharepoint?
Is it possible?
Thanks in advance.

See:
http://msdn.microsoft.com/en-us/library/gg334768.aspx
This describes the integration scenarios where you can offload document management to SharePoint, thus reducing the size of the CRM database.
You'll want to investigate the CRM List Component as well:
http://www.microsoft.com/en-us/download/details.aspx?id=5283
Trevor Seward
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This post is my own opinion and does not necessarily reflect the opinion or view of Microsoft, its employees, or other MVPs.

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Document Management system(DMS) and PDM webclinet????

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Preethi....

Hello.....
I am working on Document management system(CV01 and cv02)......
The requirements are.....
1) I have crated a Document Info record(CV01) and attached originals(Drawing,diagrams) to the document in SAP system.
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Document management system(DMS) and Webclinet??

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Document Managment in Sharepoint 2013

Hi,
In Sharepoint 2013, i need to create a 4 level of folder structure for every project under a program. i.e
1. Top level site
2. 3 subsites (divisions)
3. Each divison have 1 -10 programs
4. Each program can have n number of projects
5. Each project have 4 levels of folder structure to store the documents for each phase of the project.
My idea is to create a document set content type and mangemed meta data. But i am very confused in creating the folder structure and its contents. Can someone help me.
Smile Always

Hi ,
It is better to go with document set , as you can define properties to your document set also. Folder is just a container .
You can check the below links
http://www.sharepointanalysthq.com/2012/06/documents-sets-vs-folders-in-sharepoint-2010/
https://support.office.com/en-gb/article/Introduction-to-Document-Sets-c49c246d-31f1-4bfe-afe2-e26698b47e05?ui=en-US&rs=en-GB&ad=GB
https://dayansameera.wordpress.com/2013/01/11/is-documentsets-and-folders-same/
If you think it is helpful,Vote As Helpful! And if you see a reply being an answer to the question of the thread, click Mark As Answer.
Mahesh

SharePoint and CRM Architecture

Hi,
I have to design an architecture for CRM and SharePoint as an integrated solution. I know how to design SharePoint Architecture with High Availability and Disaster Recovery.
Please guide me how to design CRM architecture with High Availability, DR.
What consideration required for Integrated Architecture for CRM and SharePoint.
thx.
iffi

Here is a good infrastructure video:
http://blogs.msdn.com/b/crminthefield/archive/2011/01/18/microsoft-dynamics-crm-infrastructure.aspx
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http://blogs.msdn.com/b/crminthefield/archive/2011/01/18/microsoft-dynamics-crm-infrastructure.aspx
RobertRFreeman

Document management system configs and status

Can anybody tell me the configs and flow of document status and document version in DMS....
Vijay

Hi Vijay,
Document Versioning in DMS can be controlled as per the following selection criteria,
Value Description
0 No version numbers
1 Numeric version numbers 00 .. 99
2 Numeric version numbers 01 .. 99
3 Alphanumeric numbers A0 .. Z9
4 Alphanumeric numbers A1 .. Z9
5 Alphanumeric numbers AA .. ZZ
6 AA .. AZ,A0 .. A9;BA .. Z9
7 as 6, but without 0
8 _A .. Z ; AA .. Z9
9 as 5, but 00 allowed
A as 6, but 00 allowed
for USER-EXIT
in dc10, the number which u select automatically controls the version each time you create a document under same document number/doc type/doc part.
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beside document status you can see something called as "Not Released" indicator in red colour.
the document status changes from "Not Released" to "Released" once the status is set in which setting is done.
for configuration,
dc10>select doc type>click on define document status-->create new statuses if required/double click on the final status (say Released) and set the status "Release Flag".
under "Status type set to 'S' locked status".
save and create a document.
prior you need to set the status network using system defined statuses or even you can create your own user defined statuses.
once the status is set to Released, automatically document will set to Released along with the release date and also it will get locked so dat it cannot be further edited by anyone.
Thank You,
Manoj
Pl. reward if useful.

SharePoint and CRM

We are trying to find out a better tool for CRM. Actually we have SharePoint as our intranet site ,so we are planning to implement that in SharePoint itself.
Please advice the best way to achieve this.
Thanks for the help.

Hi,
If you want to integrate CRM with SharePoint 2010, you can refer to:
http://channel9.msdn.com/Events/TechEd/NorthAmerica/2010/OSP207
http://blogs.msdn.com/b/crm/archive/2010/10/08/crm-with-sharepoint-integration-introduction.aspx
Xue-Mei Chang

DMS (Document Management System) scanning Hardware and Software

Dear everyone
We are locking for a DMS system.
Requirements are:
1. Document Scanning Hardware and OCR Software. Automated metadata detection.
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2. Workflow management with Sharepoint and binding over WebService to Backend ERP and CRM System.
Where can I
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(particularly scanning and document preparation 'OCR')
Regards
Kruljac Marijan

Are you looking for a bulk scanning and indexing software with data extraction capabilities? Do you want to scan and post documents and content to SAP, SharePoint or your DMS,
etc.?
Newgen offers OmniScan , a globally renowned, powerful solution for your enterprise wide scanning and content capture needs.
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export to other enterprise systems such as SAP, SharePoint, DMS, ERP, etc.
http://www.nwgn.us/1fxeP7O
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Shreya Muralidhar

How to compare the no. items in an order i ERP and CRM?

Hi SAP Experts,
We are facing an issue where the number of line items in an order(same order) in ERP and CRM are different , properly not synchronized.e.g., one order in ERP is having 5 line items but in CRM for the same order has 7 line items.
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Is there any report or tables , any other way?
Thanks in advance
Best Regards
Succhi

You can use transaction SDIMA for checking if data between crm and erp are synchronized. You can either run a Header comparison or Detailed comparison of the data. It is simple and easy to use. You can find more details here: http://help.sap.com/saphelp_crm70/helpdata/EN/49/2a5a1d6c7f3895e10000000a421937/frameset.htm
Or you can use report CRM_ODE_CHECK_DOC in CRM system to compare sales Documents between R/3 and CRM per transaction type/sales organization or even the transaction number. Also has got options to check transactions Not equal in CRM and R/3.
Regards.

Document Manager Disabled for Group space

I am using 11g, I have installed webcenter and ucm in webcenter. Users login to webcenter using jazn xml. Users are able to create personal documents in UCM and the same is displayed properly in the Personal space when logged in webcenter.
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"Contact the administrator to ensure that the configuration is correct and that the directory exists and is accessible"
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Any help on enabling the Document Manager in a group space would be appreciated.
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Venkat

For specific group space , there is an id for it.
you will find this id for a particular space when you go to administration page and select groupspaces and then right click actions (about the spaces ).
Next step :
Go to jdeveloper.probably you are using extendedspaceswar.
There you have to created a packege(java package) . Name of package will be same as group id. The location of the java package will be at customResourcecatalog->application sources->custom.oracle.adf->rc->metadata->scopedMD->
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Using Sharepoint as an archival and document management

Hello,
I was asked by my manager to look for possible solutions to convert our archive paper file cabinets that are full of student records into digital format. We do not utilize sharepoint yet at the school but I was researching and found that sharepoint does a good
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Nancy

Hi
There are many options to scan your documents and directly save and place in Sharepoint with very effective manner, you can Save directly from Scanner Deive, versioning, searching,
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You can use following application along with SharePoint to scan the contents.
here are some of them.
KnowledgeLake provides an affordable, platform based solution for managing
your company’s unstructured content right
within SharePoint. KnowledgeLake is an enterprise scalable and comprehensive SharePoint solution for searching, viewing,
securing, routing and annotating your company’s mission critical electronic content. The KnowledgeLake solution is fully
integrated with SharePoint, so it is easy to implement, easy to administer, presents low risk, and is cost effective.
2. ScanSnap and Microsoft SharePoint enable you
to expand the benefits of your Enterprise Content Management (ECM) system, right from your desk. Fujitsu bundles the KnowledgeLake ‘Scan to Microsoft SharePoint’ application with the scanning software, making it easy to onramp scanned documents directly
to SharePoint.
Scan to Microsoft SharePoint is a desktop application enabling users to easily index, store and retrieve any document to SharePoint 2003/2007/2010 or Office Live. It eliminates
the conventional multi-step, manual process that standard SharePoint constructs require, replacing it with a fully integrated and automated solution.
Here is nice article you can find some good details about content management automate.
http://www.technologyfirst.org/magazine-articles/120-march-2013/823-bizdocshow-to-make-your-small-business-paperless-using-sharepoint-with-integrated-imaging-and-scanning.html
Krishana Kumar http://www.mosstechnet-kk.com

SharePoint 2010 - Document Management and Security Setup Recommendations

Greetings All!
I have a requirement where the business would like to manage various files. The setup looks like this:
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What other options or recommendations do you have?
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CodeYankee

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I would suggest to create SharePoint user groups with required permission levels and add users to those groups. I think you will need to break inheritance in order to achieve your objectives but it would be easier to manage with SharePoint users groups.
Hope this helps!
Thanks!

Seeking a document management and file sharing solution for an online client portal

Hi
Late last year our developers created a Member’s Portal for a client’s website (built with WordPress) enabling Members to have a secure area for a discussion forum and crucially, secure
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We have a problem though and I wonder if you or anyone can help?
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https://wp-glogin.com/drive/ and Google Apps for work to create some sort of file management system that meets the requirements.
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Hi,
Why don't you take a look at Office Web App server which provides browser-based file viewing and editing services for Office files:
https://technet.microsoft.com/en-us/library/jj219435.aspx
It can be integrated with your customized website, and provide the ability to online view/editing Office documents..
Hope it helps.
Aravindhan Battepati

Setting up a Document management system in SharePoint 2013

Hello All,
I have come across a scenario where Customer needs a Document management system for their organization.
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department.
I thought of creating a seperate site collection for this purpose & document libraries of each department, setting up the permission on document library level. Is this a correct approach?
I am new to Enterprise content management system of sharepoint. Can anybody give me a guidance on this how to get started.
Regards
Vishnu
dfd

Creating separate site collection for each department will help you scale and grow better and easier to group SharePoint sites together.
Refer to the following articles which will give you an idea about the plan you should do before building a Document management system
http://technet.microsoft.com/en-us/library/cc263267.aspx
http://blogs.msdn.com/b/sgoodyear/archive/2009/07/25/determining-between-sharepoint-site-collections-and-sub-sites.aspx
http://atinkerersnotebook.com/2013/10/02/creating-your-own-document-management-system-with-sharepoint/
http://community.dynamics.com/ax/b/tinkerersnotebook/archive/2013/10/02/creating-your-own-document-management-system-with-sharepoint.aspx
--Cheers

Document Management (DMS) in SharePoint

Hello All, I'm preparing to setup SharePoint 365 Online to store documents. We're a small law firm and would like the features Document Center has to offer. Can someone provide links on an Overview, Samples and Instructions.
I found a very information video on Youtube but it doesn't get into details. I can't even find the Document Management/Center temple?
Thank you,
aam

You can create a library or a list for each associated law firm entity such as:
Law file
companies
Books of laws
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Document Management in Sharepoint and CRM

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