Dynamics CRM-Integration


Diese Dokumentfunktion bietet die Möglichkeit, Dokumente direkt aus Word ins Dynamics CRM hochzuladen.

Konfiguration:

<Configuration> <BaseUrl>http://mycrm.local/</BaseUrl> <OrganizationName>org</OrganizationName> <Annotation> <SubjectSource>//Text[@id='DocParam.Subject']</SubjectSource> <NoteTextSource>//Text[@id='DocParam.Notes']</NoteTextSource> <FileNameSource>//Text[@id='DocParam.FileName']</FileNameSource> <ReferenceObjectTypeNameSource>//Value[@key='CRMObject.EntityTypeName']</ReferenceObjectTypeNameSource> <ReferenceObjectIdSource>//Value[@key='CRMObject.ID']</ReferenceObjectIdSource> </Annotation> <ShowDialog>true</ShowDialog> </Configuration>

 

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