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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Cannot save changes when creating Custom tiles for O365 App Launcher in admin panel

i have came a cross a problem which is very mystical to me. I have be trying to create custom titles of Dynamic365 shortcut link to all users on Office365 portal landing page. I have a link do ...
Adi Adi's user avatar
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259 views

I want to display the pdf file from sharepoint to dynamics 365 using iframe, but i am getting an error as sharepoint refused to connect

When i am trying to display the pdf file from sharepoint to dynamics 365,i am getting an error as sharepoint refused to connect.Can anyone help me out in solving this issue.
user90269's user avatar
1 vote
0 answers
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Sharepoint Hybrid authentication for dynamics 365 on-premise version

We are trying to integrate Dynamics 365 CRM on-premise with SharePoint online .On Second steps of Server-Based SharePoint integration it is asking for configuration of sharepoint sites for Hybrid ...
Anupam's user avatar
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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 ...
Jean Leles's user avatar
1 vote
0 answers
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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 ...
Mohammad Tahir's user avatar
1 vote
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161 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 ...
Ahmed Youssry's user avatar
0 votes
1 answer
142 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 ...
Mohammad Tahir's user avatar
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1 answer
1k 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("...
DK21's user avatar
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3 votes
1 answer
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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 ...
Quest Tribe's user avatar
5 votes
3 answers
6k 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, ...
Ali Varzeshi's user avatar
1 vote
0 answers
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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 ...
Anil's user avatar
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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 ...
user70884's user avatar
2 votes
1 answer
1k 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 ...
EHQG's user avatar
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1 vote
1 answer
391 views

workflow for SharePoint list and CRM

Can I use one workflow for both Microsoft Dynamics CRM and SharePoint 2013 list? Any Idea
Sara's user avatar
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1 vote
1 answer
39 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 ...
DvG's user avatar
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1 vote
0 answers
176 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 ...
uriz's user avatar
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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, ...
Sunny's user avatar
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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 ...
Michał Dem's user avatar
2 votes
0 answers
42 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)?
TheMightyAtom's user avatar
1 vote
1 answer
576 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) ...
Alisher Abdurakhmanov's user avatar
1 vote
1 answer
327 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 ...
glasgow123's user avatar
2 votes
0 answers
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 ...
TARUN's user avatar
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3 votes
0 answers
55 views

How to Restore SharePoint Site Backup Integrated with MS Dynamics CRM?

We have a SharePoint 2013 Team site integrated with MS Dynamics CRM. We used listcomponent wsp for the integration. After integration with CRM some lists (Customer) are created in the SharePoint ...
TARUN's user avatar
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4 votes
1 answer
105 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?
doganak's user avatar
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3 votes
0 answers
431 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 ...
Amit's user avatar
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1 vote
2 answers
167 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.
Melika's user avatar
  • 375
1 vote
1 answer
144 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 ...
dontaskme tosignin's user avatar
2 votes
0 answers
191 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 ...
Grzegorz Z's user avatar
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3 votes
0 answers
487 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 ...
Steven's user avatar
  • 163
1 vote
1 answer
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....
Nageh's user avatar
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1 vote
1 answer
208 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 ...
Fabio's user avatar
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1 answer
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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?
Aymen's user avatar
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4 votes
0 answers
703 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 ...
Larsi's user avatar
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5 votes
3 answers
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 ...
Martijn Burger's user avatar
1 vote
0 answers
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 ...
Phill Duffy's user avatar
2 votes
0 answers
345 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/...
Anirudh's user avatar
  • 247
0 votes
1 answer
62 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.
Martijn Burger's user avatar
2 votes
1 answer
815 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. ...
hello B's user avatar
  • 681
2 votes
1 answer
166 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 ...
Ola's user avatar
  • 4,405
3 votes
1 answer
108 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
Aaron's user avatar
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1 vote
2 answers
582 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 ...
Grzegorz Z's user avatar
  • 1,709
2 votes
0 answers
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 ...
NewCoder's user avatar
1 vote
0 answers
57 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 ...
spevilgenius's user avatar
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1 vote
1 answer
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 ...
morleyc's user avatar
  • 261
1 vote
0 answers
129 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 ...
squiggly12's user avatar
1 vote
1 answer
837 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 ...
Kyle Trauberman's user avatar
2 votes
1 answer
1k 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 ...
Krzysztof S.'s user avatar
2 votes
0 answers
332 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'...
Krzysztof S.'s user avatar
2 votes
1 answer
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 ...
Thomas Dekiere's user avatar
3 votes
4 answers
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 ...
Thomas Dekiere's user avatar