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Friday, October 7, 2011

Integrating CRM 2011 Online and Office 365 (SharePoint 2010 Online)

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Photo: niiranen.eu

CRM 2011 online contains out of the box functionality to integrate with SharePoint 2010. This is the perfect way to store and manage documents that relate to your customers, such as quotes, orders, invoices and so on. However, to make full use of this functionality, you need to install a CRM component onto your SharePoint installation. While this is fine for on premise SharePoint deployments, it is not allowed for SharePoint online (Office 365). This is a glaring oversight in Microsoft's cloud vision (fix this soon please!). However, it is still possible (if not obvious) to achieve a workable integration between CRM 2011 online and SharePoint 2010 online. This article shows you how to do it.
Steps Required
• Create a document library in SharePoint
• Add folders for each customer
• Create a custom URL to each customer folder
• Add the custom URL to the account record in CRM
In Detail
1. Create a document library in SharePoint online.
2. Add a folder for each customer.
1. Open a folder. Copy its URL and paste into notepad.
2. Locate the FolderCTID parameter, then find the & after this (this is the end of the folder id).
3. Delete everything after the &
4. Add idDlg=1 to the end of the URL
1. Copy the new URL (you will need to paste this into CRM).
2. Open the corresponding customer record in CRM online
3. Add a new document location. Give this a name and Paste the modified URL.
1. Click the Save button to save the location. Any documents in your folder are now visible in CRM and you can access SharePoint online functionality directly.
How it Works
For each account record, CRM 2011 is simply providing "a window" (IFrame) into your SharePoint online installation. This window points to the SharePoint folder that you have previously created. While the two systems appear to be integrated, they are in fact still separate. You will need to remember this when considering security (i.e. who can see and do what). If you want to control visibility and access to the documents, configure this in SharePoint.
When we copy the URL of our SharePoint 2010 folder, we first remove all the information we don't need (as CRM complains if the URL is greater than 256 characters) and then add the &idDlg=1 parameter to the end. This is simply a switch to tell SharePoint not to show all its navigation headers, as we don't want to show. If we leave this parameter off the integration would look like the screenshot below.
If you want to delete a document location, you will be frustrated to find that there is not obvious way to do this from the account record. However, it is possible by navigating to the Documents management section of the System Settings.
For professional SharePoint Training in Brisbane Australia, visit Intelligent Decisioning SharePoint Training website at http://www.id-live.com.au/Sharepoint-2010-training-brisbane.aspx
Adrian is a SharePoint Expert with over 14 years enterprise software development experience backed up by excellent business awareness, interpersonal skills, academic qualifications and Microsoft Certifications.
He holds 11 different Microsoft qualifications, including four SharePoint certifications. His educational achievements include postgraduate qualifications in Software engineering, management and environmental sciences.
Adrian relocated to id Brisbane Australia in January 2010 where he is thoroughly enjoying the Australian lifestyle whilst leading and developing the Australian business Intelligent Decisioning - SharePoint, CRM and Workflow at http://www.id-live.com.au
Adrian's latest project is authoring the SharePoint 2010 Power User Cookbook for Packt Publishing - due to be released late 2011.
Article Source: http://EzineArticles.com/?expert=Adrian_Colquhoun

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Monday, October 3, 2011

Internet Protection Software and How to Block Adult Content

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Photo: comparison-online.com

With today's worldwide internet connection, people are getting logged in more and more every single day it's really hard to fathom the complexity and the growth of internet based businesses today. One thing for certain it's not going to get any smaller.
In any corner of the world, poor or rich people are using what means necessary to earn money online. The sad part is, the biggest market online today is actually the pharmaceutical and adult industry. Also, in addition spam, Adware and spyware are constantly covering more and more ground.
The questions are what kind of precaution must be taken to stay clear of such content? Well, there are several ways to protect one self, and there is well known & good internet protection software out there. Again, the really sad part is that this market is also saturated with poor and under optimized programs that deliver nothing but spyware and Adware. If you want to find the perfect program, these are the steps you should take.
1. Make sure you check the company you purchase the software from, use Google search and find people with experience. All the information is out there already just put 10-20 minutes researching.
2. There are several different protection software out there and they have their specific qualities, I would recommend you search for all round internet protection software.
3. If you want to block porn, and you don't have a lot of experience with computers one thing I would recommend is that you make sure that the software you buy is easy to install and easy to use.
Blocking Porn & Malicious content
At some point you have to ask yourself, is safe for my children to use my computer, iPad or any platform where they can reach adult content. Once you have figured it out it's time to take action and protect them by all means necessary.
There are free ways in which you can do this.
1. Search YouTube for videos on how to block porn with your browser or control panel. In most cases you will get a tutorial showing you how to do it. Just follow it step by step.
2. Search online for a porn blocking software. There are several free ones out there you can use.
Sometimes this can be a breeze, but it's not always easy. If your technical qualities are minimal, and you don't have any computer savvy people under your roof I suggest you pick up on one of those software's available online. Make sure you research a proper internet protection software, also like I mentioned above, there are YouTube lessons showing you how this can be done.
I hope you got some ideas here on how you can protect your computer. I just can't emphasize how important it is to do this. I for one want to keep my children safe, I encourage you to do the same.
Several years ago I realized how exposed my computer where from the software I was using. So I found great way to Block Adult Content. So it's just incredible how much time is used on the development of this software, and the author Martin Brendal has done a great job. Head over to http://pornblockerx.com and have a look at it.
Article Source: http://EzineArticles.com/?expert=Magnus_Dahlgren

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