Thursday, 8 August 2013

Integration Of sharepoint with On premises MScrm

MS CRM 2011 and SharePoint 2010 deadly Integration

1st install the MS CRM 2011 and SharePoint 2010.
then install Microsoft Dynamics CRM 2011 List Component for SharePoint
from MS site.
follow the steps to complete the necessary stuffs also.

To install the Microsoft Dynamics CRM List component
1.Navigate to the folder where you downloaded CRM2011-SharePointList-ENU-amd64.exe, and double-click it.
2.In the Open File - Security Warning dialog box, click Run.
3.To accept the license agreement, click Yes.
4.Select a folder to store the extracted files, and click OK.


The following files are extracted:◦AllowHtcExtn.ps1
◦crmlistcomponent.wsp
5.Open your browser.
6.In the address bar, type the URL of the site collection on which you want to install the Microsoft Dynamics CRM List component.
7.Click Site Actions, and then click Site Settings.
8.Under Galleries, click Solutions.
9.On the Solutions tab, in the New group, click Upload Solution.
10.Click Browse, locate the crmlistcomponent.wsp file, and then click OK.
11.On the Solutions tab, in the Commands group, click Activate.

Add .htc extension to the list of the allowed file types
The steps mentioned here are required only if you are using Microsoft SharePoint Server 2010 (On-Premises).
You must be a SharePoint administrator or a farm administrator to be able to do the following steps:
1.Copy the AllowHtcExtn.ps1 script file to Microsoft SharePoint Server 2010.
2.In the Windows PowerShell window or in the SharePoint Management Console, run the command: AllowHtcExtn.ps1 <Web Application URL>

Example: AllowHtcExtn.ps1 http://<servername>


Uninstall Instructions1.Open the site collection URL on which the Microsoft Dynamics CRM List component is installed.
2.Click Site Actions, and then click Site Settings.
3.Under Galleries, click Solutions.
4.Select the option for the crmlistcomponent.wsp file, and on the Solutions tab, in the Commands group, click Deactivate.
5.In the Deactivate Solutions dialog box, in the Commands group, click Deactivate again.
6.On the Solutions tab, in the Commands group, click Delete.
7.Click OK.

Create a SharePoint site in MS CRM 1st
1) Go into the Settings area and click on “Document Management “ on the left navigation
2) Click on the “Document Management settings” link
3) Click Share Point Site
4) Enter the name
5) Enter the URL of the share point site (make sure you have put \ at the end, else it will not work)
6) Check "List Component Installed"
7) save and close

Now Register That site for MS CRM 2011 as follows

1) Go into the Settings area and click on “Document Management “ on the left navigation
2) Click on the “Document Management settings” link
3) Select the entities that you want to enable integration on( selecting this will make the “documents” tab appear in the left nav for records within the selected entity)
4) Enter a SharePoint 2010 Site Collection URL where you have installed the CRM List component.
5) Click on Next.
6) The URL will get validated
7) click next

Now you can open the Records( the selected records you have selected in above step 3), here you will get the Documents link the left navigation. If you have done properly on step 3 of
"Now Register That site for MS CRM 2011 as follows" and the link is not coming on left side, then check on your form design if the link has been removed from the Navigation pane.
Now click and enter the folder location and start uploading file.