Monthly Archives: April 2011

CRM 2011 – Sample data

CRM 2011 makes importing the sample data quick and easy.  Importing the Sample Data isn’t difficult but it is frustrating when you are not sure where to look

You log in with Administrator rights

go to

Settings

Systems/Data Management

Sample Data

it then asks if you want to install it, press Install Sample Data button.

now you can look around CRM, the dashboards have sprung into life and your organization has enough data for you to do some customer demo’s or practice development.

The feature provides the following sample data:

Entity
Records

Accounts
14

Campaigns
8

Cases
14

Contacts
14

Leads
10

Opportunities
15

Phone Calls
10

Subjects
2

Tasks
14

Goals
4

Sources

http://www.avanadeblog.com/xrm/2010/09/crm-2011-feature-of-the-week-9202010-sample-data.html

and

http://crmbusiness.wordpress.com/2011/02/03/crm-2011-how-to-quickly-add-sample-data/

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Sharepoint 2010 and CRM 2011 Out of the Box Integration

CRM can be integrated with SharePoint easily with this new tool called as CRM list component. Once that is done CRM can be configured using the Setting menu to enable the entities for the sharpening collaboration. In addition one needs to specify the Url for the site that is configured for integration (where the component was installed). Once this is done the integration is complete and on addition of documents in CRM a new library is created in SharePoint. Existing libraries can also be added to the entities. Each entity with documents would have a library association with the address in format “siteaddress/Acocunts/Account Name/Entity Name/ account/”. This is pretty much it as far as this integration is concerned. Integration is pretty neat however there are a few minor glitches that are still there so it’s better to do demo on the machine where both are installed. For demo I have done this part however another type of integration can be done where CRM data can be shown in SharePoint home page which requires some additional coding and development.

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http://raotayyabali.wordpress.com/2010/11/09/crm-2011-integration-with-sharepoint-foundation-2010/