Logo
programming4us
programming4us
programming4us
programming4us
Home
programming4us
XP
programming4us
Windows Vista
programming4us
Windows 7
programming4us
Windows Azure
programming4us
Windows Server
programming4us
Windows Phone
 
Windows Server

Using Microsoft SharePoint with Microsoft Dynamics CRM Functions (part 1) - Displaying Data in SharePoint Using the List Web Part for Microsoft Dynamics CRM 4.0

- Windows 10 Product Activation Keys Free 2019 (All Versions)
- How To Bypass Torrent Connection Blocking By Your ISP
- How To Install Actual Facebook App On Kindle Fire
2/4/2013 11:30:44 AM

As previously stated, it is not uncommon for organizations to want to use Microsoft SharePoint as the primary application. They might want to for a number of reasons, including the following:

  • CRM licensing constraints

  • Existing application integration

  • Portal usage

  • Applications that don’t need to use the CRM interface (but want to see/work with the CRM data)

For this reason, we have included the following examples to show how to get your data out of Microsoft Dynamics CRM and into Microsoft SharePoint.

1. Displaying Data in SharePoint Using the List Web Part for Microsoft Dynamics CRM 4.0

A web part is an ASP.NET server control that is used on a web part zone located within web part pages. Web parts can be programmed and can enable users to access the content, appearance, and behavior of the web page within a browser. SharePoint out of the box comes with a few web parts that are supported by Microsoft. Administrators can also either install third-party web parts or custom develop web parts in-house.

Using the Microsoft List web part for Microsoft Dynamics CRM is a way of displaying CRM data inside a SharePoint web part page. The List web part for Microsoft Dynamics CRM 4.0 provides a subset of the Microsoft CRM data and enables users to view it in a list format in a SharePoint dashboard (as shown in Figure 1). You can connect multiple web parts together to provide a richer dashboard.

Figure 1. Sample Microsoft Dynamics CRM List web part.


Microsoft Dynamics CRM List web part was originally released for Microsoft CRM 3.0. This version allowed users to view the data in a simple data list format only, whereas the new version offers the following new features:

  • Support for Multitenancy.

  • Can authenticate against CRM Internet-facing deployment (IFD).

  • Supports Secure Socket Layers (SSL) connections.

  • Supports both 32-bit and 64-bit SharePoint servers.

  • Enables users to open the current view in CRM to perform additional actions, such as running reports, creating Quick Campaigns, and more.

  • Enables field-field connections between two CRM List web parts. This enables end users to select an account and be able to view all leads related to that account in one dashboard. (The Subscriber CRM List web part can automatically filter data using the provider’s GUID).

  • Allows row-row connections to provide data to third-party web parts.

You can download the List Web Part for Microsoft Dynamics CRM from http://www.microsoft.com/downloads/details.aspx?FamilyID=3b6eb884-ec15-4288-a2a3-d0b47e057458&DisplayLang=en.

To install web parts, follow these steps:

1.
Log in to the SharePoint server as a farm administrator where you plan to install the List web part for Microsoft Dynamics CRM 4.0. A SharePoint farm can range from a single-server farm to a multiple set of servers. You must also have administrator privileges for the SharePoint Services server.

Note

The List web part for Microsoft Dynamics CRM 4.0 requires that Full Trust be enabled on the SharePoint servers.

2.
Run the ListWebPart.msi that you downloaded from the link mentioned earlier.

3.
On the license agreement page, select Agree.

4.
Click Next after selecting the location for installation.

5.
Click Finish.

To place web parts on the SharePoint web part page, follow these steps:

1.
Navigate to the site where you want to display the web parts.

2.
Select Site Actions.

3.
Select Add WebPart.

4.
Select the web part you want to display (as shown in Figure 2).

Figure 2. Adding the Microsoft Dynamics CRM List web part to a web part page.

5.
Click OK.

Note

The Microsoft Dynamics CRM List web part can be installed on all versions of SharePoint. These web parts can be connected to each other or to other SharePoint or other web parts, which allows end users to be able to interact with two web parts together. For example, when a user clicks on a list item, the details Web Part will show information based on the user’s selection.

Other -----------------
- Microsoft Exchange Server 2007 : Single Copy Clusters (part 2) - Installing Exchange Server 2007 on the Active Node
- Microsoft Exchange Server 2007 : Single Copy Clusters (part 1)
- Windows Server 2003 on HP ProLiant Servers : Logical Structure Design (part 5) - Trust Definitions
- Windows Server 2003 on HP ProLiant Servers : Logical Structure Design (part 4) - Group Policy
- Windows Server 2003 on HP ProLiant Servers : Logical Structure Design (part 3) - Naming Standards
- Windows Server 2003 on HP ProLiant Servers : Logical Structure Design (part 2) - Forest Structure, OU Structure
- Windows Server 2003 on HP ProLiant Servers : Logical Structure Design (part 1) - Domain and OU Structure
- Microsoft Dynamics GP 2010 : Preventing Errors in Dynamics GP - Ensuring proper year-end closing by checking Posting Types
- Microsoft Dynamics GP 2010 : Preventing Errors in Dynamics GP - Preventing account selection errors with Chart Segment names
- Monitoring Windows Small Business Server 2011 : Using Windows SBS Console Monitoring (part 3) - Creating and Viewing Reports
 
 
Top 10
- Microsoft Visio 2013 : Adding Structure to Your Diagrams - Finding containers and lists in Visio (part 2) - Wireframes,Legends
- Microsoft Visio 2013 : Adding Structure to Your Diagrams - Finding containers and lists in Visio (part 1) - Swimlanes
- Microsoft Visio 2013 : Adding Structure to Your Diagrams - Formatting and sizing lists
- Microsoft Visio 2013 : Adding Structure to Your Diagrams - Adding shapes to lists
- Microsoft Visio 2013 : Adding Structure to Your Diagrams - Sizing containers
- Microsoft Access 2010 : Control Properties and Why to Use Them (part 3) - The Other Properties of a Control
- Microsoft Access 2010 : Control Properties and Why to Use Them (part 2) - The Data Properties of a Control
- Microsoft Access 2010 : Control Properties and Why to Use Them (part 1) - The Format Properties of a Control
- Microsoft Access 2010 : Form Properties and Why Should You Use Them - Working with the Properties Window
- Microsoft Visio 2013 : Using the Organization Chart Wizard with new data
Popular tags
Microsoft Access Microsoft Excel Microsoft OneNote Microsoft PowerPoint Microsoft Project Microsoft Visio Microsoft Word Active Directory Biztalk Exchange Server Microsoft LynC Server Microsoft Dynamic Sharepoint Sql Server Windows Server 2008 Windows Server 2012 Windows 7 Windows 8 windows Phone 7 windows Phone 8
programming4us programming4us
Celebrity Style, Fashion Trends, Beauty and Makeup Tips.
 
programming4us
Windows Vista
programming4us
Windows 7
programming4us
Windows Azure
programming4us
Windows Server