One drive+CRM
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Has anyone done this already? I am trying to find out if there are options to move our in house file server to One drive for business and integrate with Microsoft CRM online.
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I could find https://zapier.com/zapbook/microsoft-dynamics/onedrive/ but not sure if there is native option in One drive and Online CRM
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Integrate with your CRM in what way? And the CRM is MS Dynamics CRM?
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Yes MS dynamics CRM online, integrate in the sense, access the files from one drive on CRM.
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I am not sure how well to put this so you can understand the requirement,
Basically we are in the process of finding the right solutions for us, in case of storage, access from any where plus to start using MS dynamics CRM. And I think the logical option is to have everything with MS via Office 365+One Drive+Online CRM, now need to find how well can I integrate this so users will have one point of access where in the backend it integrates with multiple systems. So sales guys can access CRM, do their job but access one drive files from there, other access one drive, but gets CRM info from there, basically saved files via CRM.
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I'm not sure how files are normally accessed in MS CRM so that's where I'm lost as to how to provide guidance. If files can just be links, you are good as you can just provide links from MS CRM.
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I am trying to find an online pre sales guy from MS to check this but no success, UAE phone numbers says the offices are closed! Here in the middle east almost all companies are working on Sundays, even the Chat on MS US site just redirected me to UAE
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@scottalanmiller said:
I'm not sure how files are normally accessed in MS CRM so that's where I'm lost as to how to provide guidance. If files can just be links, you are good as you can just provide links from MS CRM.
They store in the database as a BLOB by default. The only option I know of that could work would be making a custom field in Dynamics and then pasting the file url in their but, that's a poor solution. Having to access files goes against the point of having a centralized database for ERP or CRM.
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I would think Sharepoint is the answer. I'm not sure if you will have that already, or if that would be extra licencing cost on top of your One Drive subscription, but I would think it would do what you want as Sharepoint and CRM integration is built in to the products.
Lots of documentation on this, like here https://technet.microsoft.com/en-us/library/dn531154.aspx and here https://msdn.microsoft.com/en-us/library/gg327818.aspx
This isn't my area, but I am looking at integrating Dynamics NAV and Sharepoint sometime this year, so would be interested to hear how you get on.
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@Ambarishrh said:
I am trying to find an online pre sales guy from MS to check this but no success, UAE phone numbers says the offices are closed! Here in the middle east almost all companies are working on Sundays, even the Chat on MS US site just redirected me to UAE
Looking at this https://technet.microsoft.com/en-us/library/dn167720.aspx "OneDrive for Business is the default document library in a user's My Sites in SharePoint Server 2013 or SharePoint Online", i think we need to go with online SP+One Drive+ CRM!
Now I would be able to figure out SP+One Drive but for CRM, I might need an experts help for sure, and trying to get NTG on board on this if possible! @Minion-Queen and @scottalanmiller -
Well we are always happy with that idea
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Watching https://www.youtube.com/watch?v=9CVjho5FUmM
This gave me an idea on what to choose, and a clear picture about the decision factor if one should got to ODFB/SharePoint Team Sites, Excellent excellent video!
Just a snapshot from the video
So I should be looking at SP Team sites!
Over to next videos & articles about team sites -
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Correct, it is not a replacement for Team Sites which has been available for a long time and acts like file shares, more or less. ODFB is "user centric" storage, not file share centric storage like businesses are used to.
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Good slides, though.
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Yeah, I was super confused about this new One Drive and really thought I can get it up and running, get additional space for admin account and migrate all files from our file share and done!
As mentioned on the video, ODFB is just your traditional My Documents replacement with 1TB space on online account and is NOT a file share replacements
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@Ambarishrh said:
As mentioned on the video, ODFB is just your traditional My Documents replacement with 1TB space on online account and is NOT a file share replacements
It's DropBox, from Microsoft.
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Exactly!
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Now reading on SP team sites, best practices to plan on our file server migration
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@Ambarishrh said:
Now reading on SP team sites, best practices to plan on our file server migration
SP TS you can actually mount like a traditional file share. It's pretty slick.
