Friday, 31 May 2013

Share point -MSCRM integration

Part 1 CRM 2011
Within CRM go to Settings \ Document Management
Click on Document Management under Settings Tab from the left Navigation Page
Click on List Components and then Download the list component file from Microsoft Download Center CRM2011-SharePointList-ENU-amd64.exe and extract them
Three files are extracted, AllowHtcExtn.ps1, crmlistcomponent.wsp and mscrmsharepointeula.txt.
Only the crmlistcomponent.wsp will be used in the integration.
Part 2 SharePoint
Open your team site
or SharePoint 2013
Click on Site Action from the Top Link Bar and from the drop down select Site Settings NOTE: these steps may vary slightly for SharePoint online, the final link is the destination but the navigation can be different.
or SharePoint 2013
Click on Solutions under Galleries
or SharePoint 2013
Click on Solution from the top link bar and then click Upload Solution
Browse to the saved file crmlistcomponent.wsp and upload
Activate the wsp file just uploaded. Note: At times this can fail, keep trying and it should activate.
Part 3 back to CRM 2011
Under the Document Management Click on Document Management Settings. Select the entities you want to integrate with SharePoint You will need to specify the URL for your SharePoint Team Site. The url can be a sub site that you have created into you main team site.
Now click next and then Select the base entity
Click on next and it will give you a popup for creating libraries into Sharepoint Online. Just Click OK
CRM will create the folders and give the status as Succeed
Click on finish
Validate everything is working, open an account and click on Documents from the left Navigation Pane, it will give you a popup regarding creating folders in SharePoint, click OK. You can now attach any document or create any document from CRM 2011 online.