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MS CRM and SharePoint 2007 Integration


Here is a very nice article by one of my colleagues,  Rehman Gul, on MS CRM and MOSS 2007 integration. I thought to share this with all of you….you can also find the article on his blog @ http://rehmangul.wordpress.com/2007/05/08/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:

untitled1b.jpg

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. 

untitled12b.jpg 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. August 23, 2007 at 11:10 am

    Great. This was exactly where i was looking for !

  2. Mike Kolling
    November 9, 2007 at 4:36 pm

    Hi
    Great Post, Do you know if anyone has been able to integrate INTO MSCRM from an Infopath form on Sharepoint 2007??

    MIke

  3. Jason
    March 7, 2008 at 10:11 pm

    Have you been able to create a BDC app def xml file for CRM 4.0?

  4. Tkhan
    March 17, 2008 at 11:50 am

    Hi

    I tried the integration with your file by changeing the server name and database name but it gives me Unable to connect to BDS-CRMDB.

    I really don’t know XML scripting.

    all the steps were successful except the end result when i want to connect it to the databse it give that Unable to connect to BDS-CRMDB.

    do i need to change anything else.

    Tkhan

  5. Tkhan
    March 17, 2008 at 1:44 pm

    HI

    the steps you gave were really great it worked on the development server.

    It is working fine on the MOSS portal Server with the portal admin credentials.
    but for me i am admin on the portal server it give me message unable to connect to BDS-CRMDB is there something i am missing in permissions.

    I tried giving the my user by giving DB owner access on the CRM database i have full access on the CRM application i am admin on the Sharepoint Server but still it says unable to connect to BDS-CRMDB.

    Please let me know if i have to do something more.

    Regards

  6. Gimpster
    March 26, 2008 at 1:23 pm

    Hi,

    I’m having the same problem as Tkhan, works fine for me on the server, but any client gets – unable to connect to ….

    Any ideas,

    Cheers.

  7. Nadeem
    May 29, 2008 at 8:54 am

    Hi,
    Me too have the same problem,Its working fine when i logged in, if any user logs in then it says Unable to connect Following database.Please let me know where i m going wrong.

    Thanks
    Nadeem

  8. June 10, 2008 at 9:45 am

    Your user must have access to the database. In dynamics CRM, its always good to use FilteredViews. In CRM 3.0, you can use CRM List webpart by Microsoft. In CRM 4.0, Microsoft has not yet released the CRM List webpart for MOSS 2007. You can develop your own list webpart. For designing BDC for CRM 4.0, use and BDC desiging tool and try to use the CRMService webservice.

  9. December 28, 2009 at 10:06 pm

    I congratulate you for writing this, I was looking for this. Please check my blog here : erp – http://www.mbi.com.tr/eng/

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