Features OOB CE Ext Comment

UI Integration with CRM Y Y Both use the same UI integration

Generate Document Location Y Y
- Folders Y Y OOB uses the format of entity name_<guid>. CE extensions allow for whatever you want from the entity
- Document Libraries N Y CE Extensions allow you to create a document library per entity record
- Subsites N Y Site creation allows for better security management and more obvious seperation. This is a little easier if users will be navigating to SharePoint outside of CRM
Heirarchy Y Y OOB only uses entity logical name. CE Extensions allow for prettier naming. (ie cei_project vs Projects)
Create site based on template N Y Create a site based on a custom or out of the box template
Features in Sites N Y Allows for features to be activated when the site is created. This can be used to handle things like security with custom features.
Folder Structure creation N Y Create a folder structure inside your document location
Automatic Doc Location Creation N Y Automatically create document locations when entity records are created, or based on a value on the entity record in an update (ie status = Prospect is changed to status = Customer)
File Transfer N Y Gives you the ability to store your documents in SharePoint but retain the links in CRM
OOB uses the format of entity name_<guid>. CE extensions allow for whatever you want from the entity
CE Extensions allow you to create a document library per entity record
Site creation allows for better security management and more obvious seperation. This is a little easier if users will be navigating to SharePoint outside of CRM
OOB only uses entity logical name. CE Extensions allow for prettier naming. (ie cei_project vs Projects)
Create a site based on a custom or out of the box template
Allows for features to be activated when the site is created. This can be used to handle things like security with custom features.
Create a folder structure inside your document location
Automatically create document locations when entity records are created, or based on a value on the entity record in an update (ie status = Prospect is changed to status = Customer)
Gives you the ability to store your documents in SharePoint but retain the links in CRM
Site creation allows for better security management and more obvious seperation. This is a little easier if users will be navigating to SharePoint outside of CRM
Automatically create document locations when entity records are created, or based on a value on the entity record in an update (ie status = Prospect is changed to status = Customer)