Document integration – part 2: Designing the concept

In my last article I described the flaws in the default SharePoint document integration; the use of folders instead of meta data, the flaky document retrieval capabilities and the lack of communication between the development groups within Microsoft (otherwise we would have had a rock solid integration between the products). I decided to do it myself… I decided […]

Document integration – part 1: some ideas…

The last months I’ve been repeatedly confronted with the SharePoint Document integration in Dynamics CRM. In CRM 2015 the “old” SharePoint integration was replaced by a server side integration. However, I think the server side integration is not much better than the old one. One of my biggest gripes with the SharePoint integration is that the […]

Using CRM from an external website – part 9: Custom Authentication Service – Proof of concept

In this series, I’m investiging alternate ways to make a connection from an external website to the back-end Dynamics CRM system. In the previous article in this series, I posted some code snippets of the proof of concept I was working on. In this article, I’ve written a proof of concept that actually connects from your […]

Using CRM from an external website – part 8: Custom Authentication Service

In this series of articles I’m trying to find multiple ways to connect to Dynamics CRM from an external website. A scenario that I could implement succesfully was the Web API scenario which was based entirely on Microsoft infrastructure. Then I tried to connect to the CRM webservices using javascript REST calls, that is where to problems arose. It turns out that CRM is […]

Using CRM from an external website – part 7: Back to the drawing board

I ended my previous article with the conclusion that history was repeating itself. For some reasons I don’t understand, Microsoft is making it very hard for developers to integrate Microsoft products with non Microsoft technologies. I did some thorough investigation and stumbled on the following articles:  http://blogs.msdn.com/b/crm/archive/2013/12/12/use-oauth-to-authenticate-with-the-crm-service.aspx This article gives a high level overview on how […]

Using CRM from an external website – part 4: Demo “Web API”

Welcome to the next episode in the “Using CRM from an external website” series. In my last article, I described the Web API scenario. The Web API scenario is the first step in the journey and depends on Microsoft Infrasctrucure ( I need a .Net/Mono framework and an Internet Information like server). In this scenario I […]

Using CRM from an external website – part 3: Stage one “Web API”

Ya mas! It has been over two weeks since I posted the last article in this series. As I mentioned before it is hard to stay focused while enjoying the summer ans spending holidays with your family on a beach in Greece. My ultimate goal is to integrate Dynamics CRM in an external website. This […]

Hardcore CRM: Do a major upgrade of a plugin version!

isclaimer / Warning / Attention: This is not a task that you’ll conduct frequently. This task only makes sense if you are doing product  development in which you want to make an explicit difference between versions.This procedure might wreck  your CRM solution…My warning didn’t scare you away? Please, join in, buckle up! Time for some serious […]

Using CRM from an external website – part 2: research

Summer season is always a hard season to spend time behind your computer, the tempation of relaxing and spending time with your family and friends is big. But then guilt and curiousity win and I crawl back to my computer… In the intro article, I drew a scenario that I want to implement. I want […]