MBSCRM SharePoint Workflow extensions
When automating a business process, it can be useful to create SharePoint Sites on the fly. Many organizations create portal sites to support a particular business process. For instance, we have a client that needs a SharePoint site created for all business opportunities that are over 2 million dollars in size. Another client wants a portal created for each product they carry. Many companies create a sub site for each Account that is a customer record.
Now you can use CRM workflow to automate SharePoint site management. You can automatically create a SharePoint site, then update CRM to point to that SharePoint site. The extensions supports templates, but the workflow can override any detail with respect to the SharePoint site.
Our tool has the following features:
1. Uses templates to simplify interface for users unfamiliar with SharePoint.
2. Updates both SharePoint and CRM so they reference each other.
3. Supports unlimited CRM templates and unlimited SharePoint Templates.
4. Drop down selections from the workflow setup.
5. Enables workflow to override any SharePoint site creating attributes.
6. Has robust error reporting so any issues with site creation are easy to resolve.
Example:
The following example creates SharePoint Sites for any Opportunity that is over $2 million and has been won. After the site is created, the CRM opportunity is updated to reflect the new SharePoint site.
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Steps
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Setup SharePoint and create the template sites you need.
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Optional Step:
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Create a CRM SharePoint Configuration. You can setup SharePoint configurations in advance. This form contains all the information necessary to create a SharePoint site. Don’t worry, you can override any defaults in the workflow..
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Develop your workflow:
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Set your SharePoint Properties.
You can override any template property with defaults from the entities you are working with.
Note, Empty fields default to the template.
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Finished!
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Now all you need to do is close an opportunity that has a value of over $2million dollars!
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