CRM Sharepoint Integration
How to Integrate SharePoint with Microsoft
CRM
Click here
to download the files
Integrating Microsoft CRM with SharePoint is often highly
desired, SharePoint is an excellent document management tool and
the list management features are unmatched. I have found many
examples of SharePoint integration but none of them seemed to be
particularly good, they either pointed to generic document
libraries or did not provide sufficient information to bring the
two products together in a seamless manner.
We have been able to produce a level of integration that I
believe is sufficient enough for most companies - the main features
of the solution I am about to explain are:
- Automatic creation of document libraries
- Linking document libraries to entities
- Removal of SharePoint chrome to provide an integrated look and
feel
The technologies utilised are:
- SharePoint web services
- CRM I frames
- ASP.NET
Our implementation focused around the integration of a sales
opportunity with a SharePoint library for proposal management (the
same project can be applicable to any entity in Microsoft CRM). The
key requirements were:
- An opportunity should have its own folder within the SharePoint
proposal library
- An opportunity should recognise if a folder existed, if not a
user should be able to create a folder on demand from within the
CRM opportunity
- The library should automatically open a proposal template when
the user clicks the new button on the SharePoint page (from within
CRM)
We have made the project available as a download where you can
view and utilise the code in your own project. n order to utilise
this project you will need to do the following:
1) Download the project to a location on your development
system
2) Open the project in visual studio and add a web reference to
your SharePoint list, the web service can be found in
http:///_vti_bin/lists.asmx ensure you provide the name of your sub
site if you are utilising a more complex site structure.
3) Edit the code behind file to update any references to the web
service url (change
http://yoursharepointwebsite/_vti_bin/lists.asmx) and edit the
response.redirect at the end of the file to your own website.
4) Publish the page to your web server
You can now add an iframe (ensuring to select to pass the record
id to the iframe) to the opportunity entity and then link it to
this website. This will now provide you with excellent integration
capabilities; you can improve on this by adding a content editor
web part onto your document library page and adding the following
script to it:
.ms-navframe { display: none; }
Any additional chrome can be removed via SharePoint designer
2007. The final step is to edit the template associated with the
document library; you can also extend this by including custom
document information panels that prompt the user for required
information when they open the new template. The end result is a
very slick integrated tab within Microsoft CRM that displays a
document library or allows the user to create one with a single
button click.
Click here
to download the files
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