Summary

The demonstration of the Sales Productivity Solution from Microsoft highlights a scenario where a SharePoint document library and auto-populated proposal documents are programmatically created by advancing the CRM opportunity to the Proposal phase. The purpose of this project is to illustrate how the integration is constructed between Microsoft Dynamics CRM and Microsoft SharePoint Online and how it can be incorporated within an organization's Office 365 subscription.

Example source code is provided in this project that shows how to build out the integration components used within the demo, which are key to enabling communication between Microsoft Dynamics CRM Online and SharePoint Online. This includes a custom CRM solution, which communicates to SharePoint Online via an Azure Web Service, and the SharePoint Online client-side object model (CSOM).

The source code provided is developed entirely in C#, and is based on Microsoft cloud technologies.

To implement the example code within this project, you will need the following:
  • Office 365 Enterprise subscription, with one available license
  • Microsoft Azure subscription
  • Dynamics CRM Online
  • SharePoint Online
  • Visual Studio 2013
For more information on the source code within this demo, please view the Documentation.

Last edited Jan 5, 2015 at 6:52 PM by eboocock, version 10