Home > development, MOSS, MS CRM, MS SharePoint Sever, sharepoint, sps > MS CRM and SharePoint 2007 Integration:

MS CRM and SharePoint 2007 Integration:

SharePoint 2007 provides integration with quite a few Microsoft products including Dynamics, SQL Server Reporting Services, PerformancePoint, etc. Today, we will specifically talk about SharePoint’s integration with MS CRM. Here is the press release from Microsoft announcing the ability of SharePoint to provide tight integration with MS CRM environment: 

http://www.microsoft.com/presspass/press/2007/mar07/03-12Day1DynamicsOfficePR.mspx

Lets have a walkthrough of how can we connect with MS CRM using SharePoint’s Business Data Catalog (BDC) and Web Parts.

First of all we need an XML definition file to connect with CRM Database. Writing these files is difficult and error prone. You can easily find tools over the internet that will provide you with the ability to create Application Definitions for MOSS 2007. One such tool could be found here.

Here is the file I am going to use for the purpose of this exercise. This sample metadata XML defines various entities for MS CRM 3.0 database. If you have downloaded Dynamics Snap-ins, you can get one such file already present on your disk. If you intend to use the file that I am using, remember to change the Server and Database Names in it. They have been marked within the file…changes are required at the line 27 and 29.First of all we need to import this definition file to MOSS (Microsoft Office SharePoint Server) 2007.

Go to central Administration. It is usually created at the port 12779. The Url should look something like this:

 

 http://moss:12779/default.aspx  

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On the left Navigation Column click “SharedServices1” link. If its not there, you can create one clicking “Shared Services Administration” link on the left navigation column. “SharedServices1” site should look like this:

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Under “Business Data Catalog” click “Import application definition”. Following screen appears:

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Browse and select the definition file from your disk. Keep the default settings and click “Import”. This will initiate the upload process and take some time.

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After the file has been uploaded you can view the file clicking “View applications” under “Business Data Catalog”.

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Now go to the site where you want to provide CRM connectivity. Click “ Site Actions” and “Edit Page”.

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Click “Add a Web Part”.

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From the list select “Business Data List” web part and click “Add”.

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Click “open the tool pane” link in the “Business Data List” web part.

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Click “Browse” icon right next to the “Type” text box displayed on the right top.

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Select any “Business Data Type” and click “Ok”. 

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Click “Ok” at the bottom of the options displayed in the right column. 

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Here is what you should see:

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Just add the value in the empty text box that you want to fetch from the CRM Database and click “Retrieve Data”. You are connected to MS CRM through your MOSS 2007.

Hope you enjoyed this post….I’ll continue on SharePoint’s integration with other Microsoft Products….hope to see you again….it’s bye for now……:)

 

 

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  1. Adam
    June 19, 2007 at 7:53 pm

    It’d be nice if the betaman would let you use the FilteredViews so you could adhere to the CRM security model.

  2. Troy
    June 26, 2007 at 5:35 am

    I’m only new to SharePoint so have followed the steps above to the letter. When I attempt to retrieve the data it always retrieves all the data and does not apply the filter value. For example I select all Accounts that start with “A” and it retrieves all of my accounts, not just those that begin with the letter A. Any thoughts on what may be wrong?

  3. July 3, 2007 at 10:47 pm

    in my case i am not receiving any accounts 😦
    what could be the problem? … this is bizarre

  4. July 7, 2007 at 11:31 am

    Crystal Clear .. Nice article for the beginner..

    Cheers,
    Amol G

  5. August 8, 2007 at 1:58 pm

    Hi there,

    Beautiful! I just got it up-and-running.

    Keep up the good work!!!

    Cheers,

    Merijn van Mourik
    http://crmerijn.blogspot.com

  6. August 15, 2007 at 2:17 am

    I was just going through this blog of Rehman Gul. Pretty neat documentation on …

  7. December 20, 2007 at 9:50 am

    I would like to see a continuation of the topic

  8. January 19, 2008 at 5:03 pm

    How would a person be able to read and write back to the CRM database?

  9. Jonas
    June 13, 2008 at 4:30 am

    If you want to have BDC functionality in WSS 3.0 and MOSS standard edition you should check this out.

    http://community.bamboosolutions.com/blogs/mashpoint/default.aspx

    If you decide to migrate to MOSS Enterprise your work is fully compatible.

    Thanks
    /Jonas

  10. May 6, 2010 at 7:11 am

    Dear Sir,

    your work is really hard..
    you are helping the peoples…
    keep it up!!!

  1. May 8, 2007 at 6:59 am
  2. April 28, 2008 at 7:21 pm
  3. July 3, 2008 at 4:27 pm
  4. October 28, 2008 at 3:30 pm
  5. January 6, 2010 at 9:15 am
  6. January 9, 2010 at 7:40 am

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