CRM 2011 – Installing the Sharepoint List Component

It’s not completely straightforward.

First things to know about the CRM 2011 – Sharepoint 2010 integration:

A. You can’t install solutions on Sharepoint online, so integration here will only happen with basic Sharepoint UI. See this great blog post about it.

B. For Sharepoint on-premise, there are a few things to verify and a few actions to perform.

Here’s the summary of what needs to be done:

 

1. First, set permissive mode

2. Second, make sure that the “Microsoft SharePoint Foundation Sandboxed Code Service” is started

3. Third, install the Sharepoint list component

4. Fourth, configure CRM to connect to Sharepoint

 

 

    1. First, set permissive mode:

    • In Sharepoint central administration, under Application Management, click “Manage Web Applications
    • Then select the Sharepoint Web Application you want to integrate with CRM 2011 and click on “General Settings” :

 

    •  Scroll down to “Browser File Handling”, and select “Permissive”:

 

2. Second, make sure that the “Microsoft SharePoint Foundation Sandboxed Code Service” is started

Otherwise you might not be able to activate the list solution (you might get a grayed out Activate button)

  • At Central Administration home, Click on the link “Manage services on server”

 

  • Next, check the status of the service: if not started, click start

 

    3. Install the Sharepoint list component

  • Download it from here.
  • On your Sharepoint site, click “Site Actions”, “Site Settings”, and under “Galleries”, click “Solutions”

 

  • Click “Upload Solution”

 

  • Select the file “crmlistcomponent.wsp”

 

  • Activate the solution

  • The solution is now activated!

 

4. Configure CRM to connect to Sharepoint

  • Configure the “Document Management Settings”: select the entities for which you want to store documents, and indicate the Sharepoint site URL you want to use, and click next.

 

  • If you entered a valid URL, you will now have to choose the folder structure you want to use, either “based on entity” or not. Here is a good explanation. In a word, if the box is not checked (ie not based on entity), then for a contact “John Smith”, the structure will look like:
    • …/contact/John Smith/document01.xlsx
    • …/contact/John Smith/document02.xlsx
  • If based on an entity (you have to choose between account and contact), if you pick account, it means the whole structure is based on accounts. And so, if John Smith is a contact from the “Good company” account, while it changes nothing for the accounts, for contacts you will have:
    • …/account/Good Company/contact/John Smith/document01.xls
  • To end, the wizard presents you with the document library creation status. It should say for each selected entity “Succeeded”, or, if like me you like to do things multiple times for no reason, “Already exists”.

 

  • Click finish, open an account, click documents, and after a small warning message, the system will create the folder for that account in Sharepoint, and then display it as an iFrame on the account form! You now have access to Sharepoint from CRM, and can associate documents to specific accounts.

 

 

While all this works pretty well, there are still some limitations to the integration, in terms of security for example. Hopefully, these shortcomings will be addressed in future releases.

 

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