Poor Man's CRM How-To

Sharepoint CRM integration

Biztalk + Sharepoint = stefan @ decatec — Mon, 19 Feb 2007 10:38:31 GMT

Biztalk + Sharepoint = stefan @ decatec - Sharepoint CRM integration

Biztalk + Sharepoint = stefan @ decatec - Sharepoint CRM integration — Wed, 31 Jan 2007 11:25:12 GMT

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Sharepoint CRM integration

Biztalk + Sharepoint = stefan @ decatec — Wed, 31 Jan 2007 11:25:09 GMT

stefan @ decatec - Sharepoint and CRM integration

stefan @ decatec - Sharepoint and CRM integration — Fri, 12 Jan 2007 11:27:07 GMT

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stefan @ decatec - Sharepoint and CRM integration

stefan @ decatec - Sharepoint and CRM integration — Wed, 10 Jan 2007 20:11:03 GMT

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Sharepoint and CRM integration

Digging .NET — Mon, 18 Sep 2006 17:23:00 GMT

Sharepoint and CRM integration

re: Poor Man's CRM How-To

Chris — Wed, 11 Jan 2006 22:06:07 GMT

I am trying this at home (at work actually) and due to permission sets beyond my control, I am not able to restore the downloadable example that I have. So I decided to create my own Poor Man's CRM from scratch, following your instructions. When I get to connecting the parts using Web Parts COnnection Wizard, I can't get past the part where it says to "Choose a column in the provider Web Part to create a hyperlink that triggers the action on the consumer Web Part:" - the drop-down does not contain any values, thus when I click NEXT, it does not advance to the next screen. What am I doing wrong? Did I not create my Customer list correctly? I noticed that on the previous screen, the "Columns in Customer" list does not match the actual columns in MY Customer List. Hmmm. I am stuck. Any help would be greatly appreciated. Thanks!
-CJ

re:Poor Man's CRM How-To

TrackBack — Fri, 10 Jun 2005 05:38:00 GMT

Poor Man's CRM How-Toooeess

re:Poor Man's CRM How-To

TrackBack — Tue, 26 Apr 2005 03:47:00 GMT

^_~,pretty good!18showsseeoo

re:Poor Man's CRM How-To

TrackBack — Thu, 14 Apr 2005 07:36:00 GMT

^_^,Pretty Good!

re: Poor Man's CRM How-To

cgross — Fri, 14 Jan 2005 01:28:00 GMT

Hello Chad,
Great Post, some interesting ideas about creating a "Poor Man's CRM."

It should also poke holes if anyone thinks that they <must> buy an ACT!, Goldmine, or... that other app I won't mention that's currently version 1.0. You might still want the commercial product, but it should be based on feature needs, not just because it's there.

What you appear to have created is a way of associating different types of data with each other(which is good), but a true CRM application can do more... the "Management" part ideally should also support the entire life cycle from initial Task submission to final resolution through routing, validation and logging and so far I haven't found an inexpensive Web Part that will do this.

For that reason, I'm doing some experimenting with what is available using other Web technlogies and currently I'm exploring DotNetNuke where some good work flow engines are available for less than $100 US.

Then, the other issue everyone wants is integration. You may build a Sharepoint based CRM, but people will generally want to integrate it with Exchange and Outlook because so much of their data are in those repositories.

Make those possible, and you will have a more than just a "Poor Man's CRM," you'll have a really cool enhancement to Exchange which would make it instantly and directly competitive to other web-based solutions.

IMO.
Tony