[英]Document management in MS Dynamics CRM 2013 without Sharepoint
As answered in other questions you can't use the free Sharepoint Foundation 2013 for document management in MS Dynamics CRM 2013. 正如在其他问题中回答的那样,您不能使用免费的Sharepoint Foundation 2013进行MS Dynamics CRM 2013中的文档管理。
So I ask if there is a (good *) way of using document management in Microsoft Dynamics CRM 2013 without using Sharepoint? 所以我问是否有一种(好的*)方法可以在Microsoft Dynamics CRM 2013中使用文档管理而不使用Sharepoint?
(* good = easy to understand for non technical users and not too complicated to manage) (*好=非技术用户易于理解,管理起来也不是太复杂)
I search for a way to attach all kinds of documents to different entities like: - pictures to accounts (not profile picure) - PDF documents to account - ... 我正在寻找一种将各种文档附加到不同实体的方法,例如:-将图片添加到帐户(而非个人资料图片)-将PDF文档添加到帐户-...
I know you can use notes . 我知道你可以用笔记 。
I'm a bit confused because there are attachments on entities like email. 我有点困惑,因为电子邮件等实体上有附件。 Can I integrate these attachment-functions on other entities like accounts?
我可以在帐户等其他实体上集成这些附件功能吗?
edit 18.12.2014 编辑2014年12月18日
Yes, you can use Sharepoint Foundation, we make it work (SP Foundation 2010). 是的,您可以使用Sharepoint Foundation,我们可以使其正常运行(SP Foundation 2010)。
I can use documentmanagement with sharepoint, but not automated because the crmlistcomponent is not working. 我可以将文档管理与共享点一起使用, 但不能自动使用,因为crmlist组件无法正常工作。
Maybe someone from here can help me over there: My Question on Sharepoint stackexchange site 也许有人可以在这里帮助我: 我在Sharepoint stackexchange网站上的问题
The attachments mechanism isn't available for common customizations, sadly. 遗憾的是,附件机制不适用于常见的自定义设置。 Microsoft wants us to use the notes... Except maybe ("maybe" as in "I never bothered to check due to the monstrous amount of hoops to jump through while having almost no benefits") for activity entites.
微软希望我们使用这些笔记...可能的活动对象除外(“也许”,因为“我从不费力去检查,因为巨大的铁圈会跳过而几乎没有收益”)。
That said, you can use SP 2013 Foundation for document management, if you want. 也就是说,您可以根据需要使用SP 2013 Foundation进行文档管理。 Here's the step-by-step guide.
这是分步指南。 We deployed a CRM 2013 + Document Management based on SP Foundation just a couple of days ago following these steps.
按照以下步骤,几天前,我们就基于SP Foundation部署了CRM 2013 +文档管理。
To Run the Microsoft SharePoint Foundation Sandboxed Code Service, follow the below steps.
要运行Microsoft SharePoint Foundation沙盒代码服务,请按照以下步骤操作。
After completing all the 5 steps 完成所有5个步骤后
To Install List Components in SharePoint 在SharePoint中安装列表组件
To Set Broser File handling to Permissive 将Broser文件处理设置为“允许”
FYI the "CRM 2013" list component retains the 2011 look-and-feel. 仅供参考,“ CRM 2013”列表组件保留了2011年的外观。
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