Dynamics CRM 2011 Integration with SharePoint 2010

The Dynamics CRM 2011 List component for SharePoint makes your CRM documents that are stored on SharePoint 2010 available to you in a format that has the look and feel of Dynamics CRM.

This component also enables Dynamics CRM to automatically create folders that will be used to store documents related to Microsoft Dynamics CRM records on SharePoint. It also display the SharePoint List in your CRM.

SharePoint 2010

1. Download the Microsoft Dynamics CRM 2011 List Component for SharePoint
2. Double Click the downloaded CRM2011-SharePointList-ENU-amd64.exe.
3. Select a folder to store the extracted files, and click OK.
   The following files are extracted: AllowHtcExtn.ps, crmlistcomponent.wsp, mscrmsharepointeula,txt.
4.  Open SharePoint Central Administration or Site Collection website.
5. Click Site Actions, then click Site Settings.
6. Under Galleries, click solutions.
7. On the Solutions tab, in the New group, click Upload Solution.
8. Click Browse, locate the crmlistcomponent.wsp file, and then click OK.
9. On the Solutions tab, in the Commands group, click Activate.

Dynamics CRM 2011

1. Open CRM, select Settings , under System, click on Document Management.
2. Click on Document Management Settings.  Select entities and enter your shared SharePoint site. Click Next.
3. You can pick any entity or not select where you document library will be based. Click Next
   
   SharePoint Document Library will be created for selected entity:
4. Click Finish, once it done.
5. Select the existing Conduct (Or Create new Conduct) record. Click Documents, under Common. It will prompt you for a location to automatically create a SharePoint Folder the first time you do this per Account. Click OK.
   
6. Click the Open SharePoint link to see the document in SharePoint. Both sides can now work with documents in this folder.
   
7. Select Settings , under System, click on Document Management.
8. Select SharePoint Sites, here you can add, modify and delete SharePoint site.
   
9. Select SharePoint Document Locations, here you can add, modify and delete new Document Locations.
   

Dynamics CRM 2011 Architect

1. Open CRM database,  there are 4 tables for using this integration, but main 2 entity tables are,
   Share Point Site  (SharePointSiteBase) - it contains Share Point url info.
   Share Point Document Location (SharePointDocumentLocationBase) - it contains document folder path information.
2. Share Point Site Entity ([SharePointSiteBase])
   SELECT [SharePointSiteId], [Name], [AbsoluteURL], [IsDefault], [IsGridPresent], [CreatedBy], [TransactionCurrencyId] ,[ModifiedOn] ,[Description] ,[FolderStructureEntity] ,[ModifiedOnBehalfBy] ,[StatusCode] ,[CreatedOn] ,[ValidationStatus] ,[RelativeUrl] ,[OwnerId] ,[OverriddenCreatedOn] ,[SiteCollectionId] ,[ExchangeRate] ,[ImportSequenceNumber] ,[TimeZoneRuleVersionNumber] ,[OwningBusinessUnit] ,[StateCode] ,[ValidationStatusErrorCode] ,[UTCConversionTimeZoneCode] ,[VersionNumber] ,[CreatedOnBehalfBy] ,[LastValidated] ,[ParentSite] ,[ModifiedBy] ,[OwnerIdType] ,[ParentSiteObjectTypeCode] ,[ParentSiteName] FROM [dbo].[SharePointSiteBase]
   
   

   SharePointSiteId	GUID, primary key
   Name	Name of the record
   AbsoluteURL	The starting url link to the SharePoint site which is being integrated with CRM.
   RelativeUrl	The full relative SharePoint url
   FolderStructureEntity	CRM will create entity folder stucture in SharePoint, options are None, Account, Contact
   IsDefault	is this SharePoint site is defaul for CRM to SharePoint integrate?
   ValidationStatus	validation status of the SharePoint site URL, values are Not validated, In Progrss, Invalid, Valid, Could not validate
   ValidationStatusErrorCode	validation status code returened form SharePoint

   
   
3. Share Point Document Location Entity ([SharePointDocumentLocationBase])
   /****** Script for SelectTopNRows command from SSMS ******/ SELECT [VersionNumber],[StateCode] ,[OwningBusinessUnit] ,[TimeZoneRuleVersionNumber] ,[Description] ,[TransactionCurrencyId] ,[RelativeUrl] ,[AbsoluteURL] ,[Name] ,[CreatedBy] ,[StatusCode] ,[OwnerId] ,[RegardingObjectId] ,[ModifiedOn] ,[UTCConversionTimeZoneCode] ,[CreatedOnBehalfBy] ,[SiteCollectionId] ,[SharePointDocumentLocationId] ,[ParentSiteOrLocation] ,[ModifiedOnBehalfBy] ,[ModifiedBy] ,[ImportSequenceNumber] ,[ExchangeRate] ,[CreatedOn] ,[OverriddenCreatedOn] ,[ParentSiteOrLocationName] ,[ParentSiteOrLocationTypeCode] ,[OwnerIdType] ,[RegardingObjectTypeCode] ,[RegardingObjectIdName] ,[RegardingObjectIdYomiName] FROM dbo].[SharePointDocumentLocationBase]
   
   

   SharePointDocumentLocationId	GUID, primary key
   Name	Name of the document location record
   AbsoluteURL	The starting url link to the SharePoint site which is being integrated with CRM.
   RelativeUrl	The relative path to the document library or folder

   
   
4.