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.

SharePoint 2010 - Create List, Update Document, Link to Other List using c#

This post contains mostly c# code. Code contains to create/update List, folder, link to other list and update word document.

using Microsoft.SharePoint.Client;

namespace CreateReportForPlacesV2
{
    public class SharePoint
    {
        // Defines a private SharePoint site, like "http://<Server Name>/"
        private string spSite = System.Configuration.ConfigurationManager.AppSettings["SPSite"].ToString();

        // Defines a private SharePoint document, like "Reporting Documents".
        private string spDoc = System.Configuration.ConfigurationManager.AppSettings["SPReportingDocument"].ToString();

        // Defines a private SharePoint place list name, like "Place Details".
        private string spPList = System.Configuration.ConfigurationManager.AppSettings["SPPlaceDetailsList"].ToString();

        // Defines a private SharePoint C list is used to link to Place list details.
        private string spCList = System.Configuration.ConfigurationManager.AppSettings["SPCList"].ToString();

Display SharePoint List in CRM Dynamics 2011

SharePoint 2010

1)Create a new View and type a name CRMView , and select “standard View”, select the display columnnames and also ZipCode column name, press OK to save the new view.

CRM Dynamics 2011 - Dynamic Entity using Service Data Context

Refer the blog, how to create CRM Entites and Service Data Context http://makdns.blogspot.com/2012/11/crmsvcutilexe-crm-dynamics-2011-code.html

Add the CRM.Entities.cs file to your project.

Insert, Update, Delete, View and Select Entities list using c#.

CRM Dynamics 2011 - Dynamic Entity

Using C# and IOrganizationService Web Service - A Simple Application will display, add, modify and delete Entity records.

Form design

<div>
        <strong>Contact Form - <asp:Button ID="Insert" runat="server" OnClick="Insert_Click" Text="Insert" /><br /></strong>
        <asp:Literal ID="litViewAll" runat="server"></asp:Literal><br />
        <asp:Panel runat="server" ID="panDetails" Visible="false">
        First Name<asp:TextBox ID="txtFirstName" runat="server"></asp:TextBox><br />
        Last Name<asp:TextBox ID="txtLastName" runat="server"></asp:TextBox><br />
        Address<asp:TextBox ID="txtAddress" runat="server"></asp:TextBox><br />
        City<asp:TextBox ID="txtCity" runat="server"></asp:TextBox><br />
        Zip<asp:TextBox ID="txtZip" runat="server"></asp:TextBox><br />
        State<asp:DropDownList ID="ddlSList" runat="server" AppendDataBoundItems="true">
            <asp:ListItem Selected="True" Text="Select SList" Value="00000000-0000-0000-0000-000000000000"/>
        </asp:DropDownList><br />
        Municipality Name<asp:DropDownList ID="ddlJList" runat="server" AppendDataBoundItems="true">
            <asp:ListItem Selected="True" Text="Select MList" Value="00000000-0000-0000-0000-000000000000"/>
        </asp:DropDownList><br/>      
        <asp:Button ID="CreateNew" runat="server" OnClick="CreateNew_Click" Text="Create" />
        <asp:Button ID="Delete" runat="server" OnClick="Delete_Click" Text="Delete" />
        <asp:Button ID="Update" runat="server" OnClick="Update_Click" Text="Update" /><br />
        </asp:Panel>
        </div>

CrmSvcUtil.exe - CRM Dynamics 2011/2013/2015 Code Generation Tool - Early Bound

CrmSvcUtil.exe command-line tool, called the Microsoft.Xrm.Client.CodeGeneration extension, which you can use to generate the data context and data transfer object classes for your Microsoft Dynamics CRM organization.

CrmSvcUtil.exe /codeCustomization:"Microsoft.Xrm.Client.CodeGeneration.CodeCustomization,Microsoft.Xrm.Client.CodeGeneration" /url:http://<Server_Name>/<Organization_Name>/XRMServices/2011/Organization.svc /username:uid /password:pwd /out:"CRMEntities.cs" /namespace:CRM.Entities /serviceContextName:CrmServiceContext

Generate Custom Action as Early Bound (parameter /generateActions)

CrmSvcUtil.exe /url:http://<Server_Name>/<Organization_Name>/XRMServices/2011/Organization.svc /username:uid /password:pwd /out:"c:\crmprojects\CRMEntities.cs" /namespace:DNS.CRM.Entities /serviceContextName:CrmServiceContext /generateActions

Reference - http://msdn.microsoft.com/en-us/library/ff681563.aspx 

IncludeExceptionDetailInFaults - Display Hidden Error

Create a simple web application to add contact data into the CRM system using c# and IOrganizationService Web Service.

1)Create Empty web application

2)Add References

microsoft.xrm.sdk.dll
microsoft.crm.sdk.proxy.dll
System.Runtime.Serialization
System.ServieModel