Microsoft Dynamics CRM is a multi-lingual Customer Relationship Management software package developed by Microsoft. It has built in support for Sales, Marketing and Service. It can be used as an xRM platform.

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Integrating Sharepoint with Dynamic CRM using K2 SmartObject Services [closed]

I want to Synchronize Microsoft Dynamic CRM with Sharepoint List, so that all the account's will be exported to sharepoint list. Can i do it with the help of K2 SmartObject Services.?
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37 views

Connecting Microsoft Dynamics CRM 2013 and Sharepoint 2013 Online using BCS

I want to connect SharePoint 2013 Online with Microsoft Dynamics CRM Online using BCS(Two way). Two way meaning is that When I have 100 account's (customers) in CRM I want to export these account's ...
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How to differentiate the documents uploaded from SharePoint and CRM

We have integrated to SharePoint 2013 foundation with MSCRM 2016 and the users are uploading the documents from SharePoint portal an CRM portal to a single integrated documents library and was ...
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14 views

How to Restore SharePoint Site Backup Integrated with MS Dynamics CRM

We have a share point 2013 Team site integrated with MS Dynamic CRM. We used listcomponent wsp for the integration. After integration with CRM some lists(Customer) are created in the SharePoint ...
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39 views

Connecting CRM Online to an external SharePoint Online

My customer wants to connect a Dynamics CRM Online account to an external Office 365 SharePoint account. Is this possible to do?
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90 views

Document Metadata in MS CRM and SharePoint

We are integrating MS CRM with SharePoint and we want that when the documents with Metadata are uploaded in CRM then those metadata to be available as column value both in CRM and SharePoint. Is this ...
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2answers
82 views

Integrating sharepoint 2013 with Microsoft CRM users

How can I integrate sharepoint 2013 with Microsoft CRM so when users login one of then can go to another one? I want users to register in one of them and be able to login on both.
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1answer
75 views

Can't make remote requests from Sharepoint 2013 event receiver

I have an event receiver in SharePoint and this needs to communicate with Dynamics CRM 2013. It basically checks that user owns the record and if it doesn't creates a task for the record owner. The ...
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99 views

Template of Sharepoint Sites in Sharepoint 2013 created by CRM Microsoft Dynamics

At work I have got a CRM Microsoft Dynamics. At work we have got a lot of projects. When the new project is created in CRM we want to make a new site or site Colection for only this project. With a ...
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2k views

Client Context executeQuery() works in console app but returns null object when executed from CRM Server

I have the function GetDocumentLibrary which must return a libray from sharepoint site. When I execute it from a Visual Studio Console Application it works and return the library with all ...
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1answer
109 views

Replicate Dynamics CRM 2013 security

What do you think is the best approach to replicate Dynamics CRM 2013 (on-premises) security into SharePoint 2013 (on-premises)? I know there are couple tools/plugins out there for the purpose but ...
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1answer
1k views

Dynamics CRM 2013 and SharePoint Foundation 2013

Does SharePoint Foundation 2013 support Dynamics CRM 2013 for document management? Or is it supported only on SharePoint 2013 Server?
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419 views

Is it possible to retrive CRM online data from SharePoint Online using javascript? [closed]

So I would like to get data from Microsoft Dynamics CRM 2013 Online into my SharePoint Online SharePoint Hosted App. Is this possible to javascript only? Can I use the same Cross Origin Query ...
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2k views

How to create a site in a sitecollection on a remote SPServer using C#

I am currently trying to write a Dynamics CRM 2011 plugin that creates a new SharePoint 2010 site (within an existing site collection) for every account that is created. I have the code for creating a ...
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691 views

Fuzzy, Phonetic and Wildcard Search

We've got Dynamics AX setup but are having some issues with the search that I am hoping to clarify. When using the SharePoint search to find clients it is not satisfying our Use Cases. The search is ...
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300 views

Using code, how to sync data from CRM online 2011 to sharepoint online 2011 (or 2013) & vice-versa

I am trying for a proof-of-concept on this one. I have a sample crm-online plugin and I would like to know if through the code I can open my sharepoint online site and thereby get access to the ...
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1answer
50 views

Customizing the SharePoint CRM List Part

is it possible to customize the CRM Listpart that is delivered by Microsoft. I would like to add a dropdown listbox to the presentation in CRM based on the documenttype in the library.
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1answer
654 views

Call CRM 2011 Services by Sharepoint site

I'm on my first SP/ CRM 2011 project. I'm working on a Sharepoint site that could send data to CRM 2011. For example: On sharepoint I have a custom form that should send data to a CRM Entity. ...
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1answer
121 views

How to implement crud functionality between SP 2010 online (365) and MS CRM Dynamics Online 2011

I would like to create some CRUD (get, add, edit, remove) functionality in my SP 2010 Online (office 365) environment to control items in MS CRM Dynamics Online 2011. This is the list (Service ...
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1answer
82 views

Does SharePoint have to be internet facing when connecting to dynamics-crm Online

Hi I'm trying to find some information at to weather SharePoint 2010 installed on prem needs to be available over the internet to integrate with dynamics-crm online Thanks in advance
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2answers
506 views

How to get elements from essential List programmatically

I have gotten two lists (like a view) from Microsoft Dynamics CRM. How can I get a elements from these two lists to the C# Sharepoint code in .cs file. The Administrator of CRM told me that this lists ...
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123 views

Searching CRM 2011 records in Sharepoint 2010

I need to search Microsoft Dynamics CRM 2011 (onpremise or online) records in SharePoint 2010 (onpremise and preferably foundation but can go to enterprise if it is a must). I want to know from ...
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54 views

How do I Augment Active Directory and CRM roles in Visual Studio?

I have a custom solution that allows users to login via CRM and this works fine. Also, users who can can login with windows authentication and this works fine. I need to combine the roles such that ...
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1answer
1k views

CRM 2011 to SharePoint Document Management Settings - You do not have sufficient permissions to perform this operation

I have SharePoint 2010 and Dynamics CRM 2011 for which I am trying to create a Document Management site. I have installed the CRM list component in SharePoint and activated it from SharePoint Central ...
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123 views

CRM 2011 and Sharepoint Integration - Missing Images

After finding a post here about doing a single server installation (for my test environment) was a bit backwards; I had CRM installed first then did the Sharepoint install. While most of it is ...
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1answer
760 views

crmlistcomponent won't activate with Service Pack 1

I recently had the task of standing up a new SharePoint 2010 Foundation server to use with the Microsoft Dynamics CRM 2011 List Component. I stood up the server, installed SharePoint Foundation and ...
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1answer
458 views

How to connect SharePoint Online with Dynamics CRM using Web Part?

How connect Dynamics CRM Online with SharePoint Online using Web Part - Microsoft Dynamics CRM List Component? I Try to use in SharePoint a web part Microsoft Dynamics CRM List Component to connect ...
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259 views

How to connect SharePoint Online with Dynamics CRM Online using BDC?

I try to connect SharePoint Online with Dynamics CRM Online using BDC. But without any results. I'll try to using Account's from CRM in SharePoint Online like a list. I mean - when I have 100 ...
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1answer
3k views

Create a sharepoint registration page for external users

I want to make a sharepoint site where everyone has access to the login page. On the login page, there should be a link to a registration page where new users can register. The emailadress provided ...
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4answers
5k views

How to set up single sign on for sharepoint integration in CRM 2011?

We have a working CRM 2011 and a Sharepoint 2010 environment. The problem is that everytime a CRM user tries to view the 'documents' page for a certain Account (as example here). A popup is shown to ...
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2answers
938 views

How can I tag Sharepoint Documents with CRM atttributes?

I have a requirement to display a SharePoint 2010 document library in an IFrame which will be hosted in a MS Dynamics CRM 4 entity form. Through the IFrame to the document library, I want to be able ...