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Questions tagged [dynamics-crm]

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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Connect Dynamics CRM Online Accounts to Sharepoint Online

I need to create lists that have a column with the client name, which should be fetched in Accounts in Dynamics CRM Online, it will be an External Content Type column. Can you help me with how to ...
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How to integrate On-Premises Microsoft Dynamic Navision oauth client Web services link in SharePoint o365?

How to use On-Premises Microsoft Dynamic Navision Oauth client Web services link in SharePoint o365? We have SharePoint o365 and Dynamic Navision 2016 (On-premise not azure based). Now we are ...
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29 views

SSO for Server-based Auth between SP 2016 On-Premise & Dynamics 365 On-Premise

I see that SSO is supported for Server-based Auth between SP 2016 On-Premise & Dynamics 365 On-Premise, as per Microsoft. SSO actually works "in the domain" so I only type CRM credentials once to ...
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1answer
21 views

How to SharePoint o365 Integrate with Navision On-Premises?

We'll be developing the SharePoint o365 portal, in this portal, we need integration with MS Dynamic Navision16 on-Premises. I have no idea how we do this. can some of my friends here who guide me on ...
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1answer
39 views

Downloading Image from SharePoint when you have absolute url

var webClient = new WebClient(); string imageUrl = retriveResponse.AbsoluteUrl.ToString() + "/test.jpg"; var webclient = new WebClient(); webclient.Headers.Add("...
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1answer
21 views

Display Dynamics CRM Content in SharePoint

How would I go about surfacing dynamics CRM content within SharePoint i.e. Display details on a account stored in CRM I have very little knowledge on CRM. Is there a CRM REST endpoint? How does ...
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0answers
19 views

Where does the user image get saved?

In Dynamics CRM 2011, if you click: Settings > Administration > Users Then select an existing user, I see the following form: If I hover over the user image, it allows me to add a new image. ...
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81 views

RequestedSecurityToken is not issued in usernamemixed call

Am developing server side code (CRM Plugin) which talks to SharePoint Online (REST API) from Dynamics 365 CRM Online. Am not getting the //t:RequestedSecurityToken, as our Security team is having some ...
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3answers
2k views

Microsoft Dynamics CRM vs Microsoft Sharepoint

The major difference is Microsoft Dynamics CRM ability to create relationships between lists of data. SharePoint have fantastic tools in place to build, manage and collaborate on the lists of data, ...
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162 views

Dynamics 365 CRM Dashboard as Iframe in Sharepoint

I've been struggling with a particular problem. I want to show a Dynamics 365 CRM dashboard as an Iframe in Sharepoint Oline. I've already tried using the pageviewer webpart, but this gives me an ...
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36 views

SharePoint with MS Dynamics CRM 365 online: FIELD LEVEL DOCUMENT UPLOAD by custom code

I have an entity like "Share" it is already integrated with SharePoint from CRM online 365, in that share entity I have around 50 fields, apart from those 50 fields. I want to integrate the documents ...
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222 views

Using javascript/REST API to access SharePoint data from CRM online

Is it possible to query Onpremises SharePoint site from a html page living inside CRM online and display the list of documents from a library? The Html page also needs to interact with Azure service ...
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1answer
597 views

SharePoint Online Relative URL

I am trying to figure out how to link a document library to Dynamics 365. When I try to "enable server-based SharePoint integration", it says that Absolute URL detected, and something about it no ...
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1answer
248 views

workflow for SharePoint list and CRM

Can I use one workflow for both Microsoft Dynamics CRM and SharePoint 2013 list? Any Idea
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1answer
33 views

Do I need to buy and set up domain for apps while doing server side integration for CRM+SharePoint

I am presently working on Integration of Dynamics365 CRM (On Premise) and Sharepoint 2016 on premise. While pursuing Prerequisites, I have to configure apps environment for sharepoint. So my ...
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0answers
152 views

Display document library metadata in Dynamics CRM 2016 using Server-based SharePoint integration

I am using SharePoint 2013 and displaying document library in Dynamics CRM 2016. I am using "Server-based SharePoint integration" and I see all the out of the box columns in the CRM. How can I ...
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101 views

Which is better option for experienced .NET developer - SharePoint or Dynamics CRM? [closed]

I am thinking of learning new technology. I have 8+ years of experience in .NET and now am planning to move to new technology. I was involved in couple of SharePoint projects. Before I start learning, ...
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67 views

Dynamics CRM 365 with SharePoint 365 integration to Cloud Backup

I faced a problem that my client need to backup whole data from his Dynamics 365 CRM which is integrated wih Sharepoint 365 Online. Anyone know a soultion for this kind of problem ?. Micosoft Azure ...
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38 views

List of documents using TSQL

Is it possible to get a list of the documents within a folder from the dynamics crm SharePointDocumentLocation guid using TSQL or does this have to be done in code (e.g. using CSOM)?
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1answer
344 views

Sync SharePoint list with CRM entities via BCS (on-premises)

all. I have a task to implement one-way synchronization from a custom list on SharePoint to specific type of entities on Dynamics CRM. The case is pretty simple to explain. There is an App (Add-in) ...
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1answer
311 views

Sharepoint 2016 and Dynamics CRM 2016 - Creating sites rather than folder in doc library

I'm hoping someone can help me out. We're using Dynamics CRM 2016 and Sharepoint 2016. Both the latest versions. We've done an integration between the two and realised that the integration doesn't ...
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0answers
29 views

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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0answers
43 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 portal....
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1answer
96 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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0answers
412 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
153 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
130 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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0answers
179 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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0answers
404 views

Office 365: Authenticating from Dynamics CRM Plugin to SharePoint

I am trying to authenticate to Sharepoint 2013 from a Dynamics CRM 2013 plugin, all within a single Office 365 environment. I am ultimately trying to copy an email attachment from Dynamics CRM to ...
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1answer
4k 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 informations....
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1answer
199 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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0answers
652 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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3answers
3k 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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0answers
1k 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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0answers
333 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 lists/...
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1answer
58 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
805 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
160 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
99 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
550 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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0answers
127 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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0answers
55 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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0answers
128 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
810 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
938 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 ...
2
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0answers
326 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 use Account's from CRM in SharePoint Online like a list. I mean - when I have 100 account'...
2
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1answer
4k 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
6k 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 ...