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Integrating CRM DYNAMICS to sharepoint RRS feed

  • Question

  • Hi ALL,

    Can any one send me how to integrate CRM DYNAMICS  to SharePoint.

    Thank you,

    Sowjanya.

    Thursday, July 9, 2015 9:45 PM

All replies

  • Take a look at the following article:

    https://msdn.microsoft.com/en-us/library/gg334768.aspx?f=255&MSPPError=-2147217396


    Paul Stork SharePoint Server MVP
    Principal Architect: Blue Chip Consulting Group
    Blog: http://dontpapanic.com/blog
    Twitter: Follow @pstork
    Please remember to mark your question as "answered" if this solves your problem.

    Friday, July 10, 2015 1:45 AM
  • Hi Paul,

    Thank you for the link.

    I want to integrate crm Dat base to sharepoint .

    Any suggestions plz.

    Thank you,

    Sowjanya.

    Friday, July 10, 2015 2:59 PM
  • Hi All,

    I am integrating CRM data to sharepoint using external content type (BCS)

    i am having the SQL table and fields.

    When i try to create a list in bcs i am getting  error like .

    

    An external content type must have at least one Read List operation to create a list and forms.

    Please can any one suggest me.

    Thank you,

    Sowjanya.

    Wednesday, July 15, 2015 8:25 PM
  • Hi All,

    After integrating Dynamic CRM to sharepoint .

    I am able to see the CRM Data as a list .

    But in list i am not seeing the Add new item tab.

    Can any please let me know.

    Thank you,

    Sowjanya.

    Wednesday, July 15, 2015 9:56 PM
  • You can display CRM data in a SharePoint external list, but you can't normally add new records to CRM from inside SharePoint.  Did you create all the operations for the CRM external content type?  or just the read item and read list?

    Paul Stork SharePoint Server MVP
    Principal Architect: Blue Chip Consulting Group
    Blog: http://dontpapanic.com/blog
    Twitter: Follow @pstork
    Please remember to mark your question as "answered" if this solves your problem.

    Wednesday, July 15, 2015 10:24 PM
  • Hi Paul,

    I am able to add new item .

    I saw that tab in the list ribbon.But when i try to add field  its giving error like

    Failed to create a list item for this external list based on the Entity (External Content Type) 'CRM2' in EntityNamespace 'http://d08srecshrpnt/my/personal/svs'. Details: The query against the database caused an error.

    When i saw logs it showing like.

     The query against the database for LobSystem 'TestCRM_MSCRM', LobSystemInstance 'TestCRM_MSCRM', MethodInstance 'Create', caused an error : The INSERT statement conflicted with the FOREIGN KEY constraint "FK_dc_serverportfolioExtensionBase_dc_serverportfolioBase". The conflict occurred in database "TestCRM_MSCRM", table "dbo.dc_serverportfolioBase", column 'dc_serverportfolioId'.  The statement has been terminated. 6bec4a73-f79d-4742-aa97-389e56d44a0b.

    Can you please help me to fix this.

    Thank you,

    Sowjanya.

    Friday, July 17, 2015 4:46 PM
  • So if that is the error you are getting then your Insert statement in the BCS definition needs additional work.  I suspect you are trying to insert a new record that is supposed to refer to another record, but the foreign key for that relation isn't being set when you do the Insert.

    Paul Stork SharePoint Server MVP
    Principal Architect: Blue Chip Consulting Group
    Blog: http://dontpapanic.com/blog
    Twitter: Follow @pstork
    Please remember to mark your question as "answered" if this solves your problem.

    Friday, July 17, 2015 7:48 PM
  • Hi Paul,

    When i open in the server data is coming from Crm to sharepoint.

    But if i open in out side the server its giving error like  'NT AUTHORITY\ANONYMOUS LOGON'

    Can you plz help .

    Thank you,

    Sowjanya.


    Saturday, July 18, 2015 4:13 AM
  • When you setup your BCS model what did you select for Authentication?  You should be using Secure Store to authenticate to CRM.

    Paul Stork SharePoint Server MVP
    Principal Architect: Blue Chip Consulting Group
    Blog: http://dontpapanic.com/blog
    Twitter: Follow @pstork
    Please remember to mark your question as "answered" if this solves your problem.

    Saturday, July 18, 2015 10:51 AM
  • Hi Paul,

    What type of authentication i need to select.

    Can you please let me know.

    I did  all user authentication.

    But its not working for me .

    Thank you,

    Sowjanya.

    Monday, July 20, 2015 7:38 PM
  • Take a look at this article:

    http://blogs.msdn.com/b/spses/archive/2014/04/02/sharepoint-2013-user-identity-pass-through-delegation-does-not-work-with-bcs-and-claims-mode-authentication.aspx


    Paul Stork SharePoint Server MVP
    Principal Architect: Blue Chip Consulting Group
    Blog: http://dontpapanic.com/blog
    Twitter: Follow @pstork
    Please remember to mark your question as "answered" if this solves your problem.

    Monday, July 20, 2015 9:26 PM
  • Hi Paul,

    For BCS in sharepoint2010 what type of permissions we need to give in the set object permissions.

    I am using all users,all authentication user.

    But it snot working out can you please suggest me.

    Thank you,

    Sowjanya.

    Tuesday, July 21, 2015 5:13 PM
  • In BCS you should be using 'Connect with Impersonated Windows Identity' and supply a Secure Store Application ID that maps the user credentials for CRM to the SharePoint user making the connection.

    Paul Stork SharePoint Server MVP
    Principal Architect: Blue Chip Consulting Group
    Blog: http://dontpapanic.com/blog
    Twitter: Follow @pstork
    Please remember to mark your question as "answered" if this solves your problem.

    Tuesday, July 21, 2015 7:41 PM
  • Hi Paul,

    Thank you so much for helping me.

    I am able to solve the authentication issue.

    But when i add the new item in SharePoint.

    Can you please help me in the foreign key issue.

    How i need to fix this.i tried normal sql.

    I am able to add the new item from sharepoint

    Thank you,

    Sowjanya.

    Tuesday, July 21, 2015 9:47 PM
  • Hi Paul,

    Is there any solution for this.

    When i try to insert the new item from sharepointlist to CRM  i am getting foreign key conflict.

    Can you please help me .

    Thank you,

    Sowjanya.

    Thursday, July 23, 2015 3:06 PM
  • I would need to know more about the database structure of your CRM system.  The error message suggests that when you add the new record it is not referencing a required related record.  For example when adding an account you would need at least one address entry, etc.  Not sure which record you are adding or which foreign key is coming up null.

    Paul Stork SharePoint Server MVP
    Principal Architect: Blue Chip Consulting Group
    Blog: http://dontpapanic.com/blog
    Twitter: Follow @pstork
    Please remember to mark your question as "answered" if this solves your problem.

    Thursday, July 23, 2015 4:24 PM
  • Hi Paul,

    In CRM they are having two base tables.

    One is parent and one is child.

    Its having only one system gui ID.

    when i try to add second time.Its taking same GUI id.

    i am getting duplication error message.

    Can you help me.

    Thank you,

    Sowjanya.


    Monday, July 27, 2015 2:56 PM
  • As I said, I can't really help further without a lot more detailed information about your system.

    Paul Stork SharePoint Server MVP
    Principal Architect: Blue Chip Consulting Group
    Blog: http://dontpapanic.com/blog
    Twitter: Follow @pstork
    Please remember to mark your question as "answered" if this solves your problem.

    Monday, July 27, 2015 7:41 PM