CRM – Page 98 – Nishant Rana's Weblog

Simple integration between CRM 2011 online and SharePoint 2013 online.

Hi,

I was recently working on a POC that required us to show a kind of integration between CRM 2011 online and SharePoint 2013 online. Basically here based on the case record opened in CRM we wanted to show associated information in the SharePoint 2013 website (could be wiki page, documents, web page etc.) within an iframe of the Case form.

So we first created an Office 365 Preview account for SharePoint 2013.

http://www.microsoft.com/office/preview/en/office-365-enterprise

Added few documents to it and created a custom search result page.

Here the nice thing about SharePoint 2013 is the Document Preview feature. Hover over the search results and user will be able to see the preview of the same.

Here the search term is passed in the query parameter k

https://xxx.sharepoint.com/search/Pages/results.aspx?k=product1

So we simply had to use the same URL in the IFrame inside CRM and in the onload, change the url to add our own value for k query parameter to show respective search results within CRM’s form IFrame.

We already had a CRM 2011 online (trial) instance created in Office 365 online, unfortunately it had SharePoint 2010 online in it and here we specifically wanted to showcase the Document Preview feature which is not in SharePoint 2010.

The issue here was that both CRM 2011 online and SharePoint 2013 online were part of different Office 365 instance. So if we are showing the SharePoint 2013 page within CRM 2010 online it would give the “user not authorized” access.

The solution to this was to give the CRM 2011 online user access to the SharePoint 2013 site.

For this we need to follow the below steps

Select the Sharing option for the selected site collection in the SharePoint administration page

Then

Open the site collection à site settings

Select People and Groups

Add the new user (added the email id of the CRM 2011 online user)

An invitation will be sent to the user’s mail box

CRM 2011 online user can now accept this invitation by logging in with his account. And he would have access to the SharePoint 2013 online site based on the Groups he has added by SharePoint admin. Now the Search Results page of SharePoint 2013 online can be shown inside CRM 2011 without any authentication issue as the user is now member of SharePoint site.

Hope this helps!

Quizlet for CRM 2011 Customization and Application Exam

Hi,

I happen to came across these two good resource for someone preparing for the customization and application exam of CRM 2011.

http://quizlet.com/13812439/crm-app-2011-flash-cards/

http://quizlet.com/13348922/crm-2011-customization-config-flash-cards/

Bye.

ExecuteMultipleRequest and RetrieveMetadataChangesRequest in CRM 2011

Hi,

Check out the following MSDN articles to know how to use these new messages added in SDK.

http://msdn.microsoft.com/en-us/library/jj863631.aspx

http://msdn.microsoft.com/en-us/library/jj863599.aspx

Bye.

2012 in review

The WordPress.com stats helper monkeys prepared a 2012 annual report for this blog.

Here’s an excerpt:

About 55,000 tourists visit Liechtenstein every year. This blog was viewed about 410,000 times in 2012. If it were Liechtenstein, it would take about 7 years for that many people to see it. Your blog had more visits than a small country in Europe!

Click here to see the complete report.

Sample code to connect Office 365 users to CRM 2011 online

Sharing a sample code that can be used to connect to CRM 2011 online with Office 365.

// Add refereneces to the following dll
 // microsoft.crm.sdk.proxy
 // microsoft.xrm.sdk
 // system.runtime.serialization
 // system.servicemodel

IServiceManagement&lt;IOrganizationService&gt; orgServiceManagement =
 ServiceConfigurationFactory.CreateManagement&lt;IOrganizationService&gt;(new Uri("https://democrm.api.crm5.dynamics.com/XRMServices/2011/Organization.svc"));

AuthenticationCredentials authCredentials = new AuthenticationCredentials();
authCredentials.ClientCredentials.UserName.UserName = _userName;
authCredentials.ClientCredentials.UserName.Password = _password;
AuthenticationCredentials tokenCredentials = orgServiceManagement.Authenticate(authCredentials);

OrganizationServiceProxy organizationProxy = new OrganizationServiceProxy(orgServiceManagement, tokenCredentials.SecurityTokenResponse);
Guid userid = ((WhoAmIResponse)organizationProxy.Execute(new WhoAmIRequest())).UserId;