Microsoft Dynamic CRM integration SharePoint

Question

Have any of you done a MS CRM 4.0 and Sharepoint integration. Any Pointers? I am new both the CRM and SharePoint.

After a little more research, Id like to refine my question. I basically want to use IFRAME to add a sharepoint tab that will show the sharepoint page that I have created. Any hints on how to do that?

Also how would I get access to the CRM data fields in Sharepoint. i.e. if I add a file in sharepoint, I want it to have all the metadata from the CRM property page.

Answer 1

Hi,

Regarding your question in how to utilize IFrame to display custom .ASPX solution, you can refer to these posts :

Microsoft Dynamics CRM IFRAME Magic

Hope this helps

Answer 2

CRM <-> SharePoint integration is very common. The MS CRM blog is a good place to start for pointers:

MS CRM Blog post tagged with SharePoint

Also, the Dynamics CRM Virtual PC demo image has some SharePoint integration in it, where it shows pages from SharePoint in CRM. You can download the VPC from here:

Microsoft Dynamics CRM 4.0 Virtual Machine

Once you have the VPC started, as I recall there is SharePoint integration on the Account entity - have a look in the onload event of the Account form in Customizations.

Answer 3

If you can use third-party solutions, check the commercial CozyRoc SSIS+ library . It includes integration components for both Microsoft Dynamics CRM and Microsoft SharePoint.