Category Archives: MS CRM

New Highly Customisable SharePoint CRM Template Available

A CRM/Project Management Site Template for SharePoint 2010 Enterprise or SharePoint Online tenants.
This extensive solution offers the following features:

  • User Friendly – Due to a custom User Interface & Pre-Populated InfoPath forms where possible
  • Contacts Management
  • Project Management – Associated sub tasks, documents & sales
  • Products & Services Catalog
  • Sales Register & Invoice Generation
  • Client Enquiry – Showing any items related to a client
  • Reporting
  • Integrated User Guide

To give you an idea of how SharePoint CRM looks, below is a selection of screenshots:

Home Screen

The buttons displayed are defined by a list within SharePoint CRM so can easily be modified.


Project Management

Sales Register

Being SharePoint all aspects of the SharePoint CRM Template can be customised to meet your organisations needs:

For example, to customise the home page :

Customising your homepage

Rather than the buttons on the homepage being hardcoded, they are defined by a list within the CRM site. This means you can easily add/remove/edit buttons using just your web browser, here’s how to do so:

  1. From the Site Actions, choose View All Site Content
  2. Open the PortalMenu list

Items can then be edited in the same way as any other SharePoint 2010 list, below is a description of options available:

  • Section – Defines which section the button will be shown in on your homepage
  • Order – Defines the order of the buttons within a section
  • Button Name – The text that will be displayed within the button
  • Link – The URL that users will be taken to when the button is clicked
  • Hover – The text shown when a user hovers over a button
  • Dialog – Specifies whether the page that the button links to will open in a popup dialog box
  • New Project Form – If this option is checked the Link field will be ignored an the button will open the new project form.

Adding new Sections

New sections can be added to the homepage, but will required the use of SharePoint Designer to do so:

  1. Open the PortalMenu list as described above, the go to the List Settings page
  2. Edit the Section column, then add the name of your new section as a choice
  3. Create a new list item with your new choice set within the Section field
  4. Navigate to your homepage, and set the page to edit mode
  5. Export any sections web part, then import the web part and add it to any zone
  6. Using SharePoint Designer open the homepage (SitePages\default.aspx)
  7. Select the new web part, the update the filter to match the new choice you added to the section column

This template and other SharePoint Web Parts, Apps, Custom SharePoint Templates, Tools for SharePoint, Azure and Office365 is available by contacting me through my website at http://sharepointsamurai, 

Cloud Tasks – New Office365 & Cloud App developed – Available now!

Cloud Tasks App is a task management app that lets user efficiently manage all his active tasks in the Cloud.

Most of the organizations now uses both Microsoft Dynamics CRM and Microsoft SharePoint. They are looking for solutions that integrate these two technologies.

And with Microsoft Office 365, Microsoft Dynamics CRM Online and SharePoint Online pair together which results in cloud productivity. 

Cloud Tasks App is one such cloud based solution that lets the Office 365 users that are active users of CRM solution as well as SharePoint portal in same office 365 subscription, effectively manage their tasks.

Both Microsoft Dynamics CRM and Microsoft SharePoint uses concept of Tasks, however there is no single interface wherein the end users can manage all their tasks. User has to go to CRM or to SharePoint portal and click on individual Tasks to get the details and work on it. 

Cloud Tasks App is a SharePoint 2013 App that provides user efficient way of managing all his tasks at a single place.

Cloud Tasks App aggregates all the active tasks (in both CRM and SharePoint portal) and presents it in an easy to use Calendar interface. This gives user a clear pictorial view of the approaching deadlines, which would be difficult if he has to get details of his tasks separately in CRM solution and SharePoint portal. 

By providing a single intuitive interface and facility to perform various actions on the tasks, Cloud Tasks App helps user to plan and organize his tasks efficiently and increases his productivity.