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SharePoint Integration

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1. Dynamics CRM

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  • Document Management
  • Install List Component
    Link to the crmlistcomponent.wsp component. [1]

2. SharePoint

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  • Site Settings
  • Web Designer Galleries
  • Solutions
  • upload crmlistcomponent.wsp
  • Activate

3.a. SharePoint DomainController

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If the SharePoint Server is also configured as a DomainController, the following script is needed:

$acl = Get-Acl HKLM:\System\CurrentControlSet\Control\ComputerName
$person = [System.Security.Principal.NTAccount]"Users"
$access = [System.Security.AccessControl.RegistryRights]::FullControl
$inheritance = [System.Security.AccessControl.InheritanceFlags]"ContainerInherit, ObjectInherit"
$propagation = [System.Security.AccessControl.PropagationFlags]::None
$type = [System.Security.AccessControl.AccessControlType]::Allow
$rule = New-Object System.Security.AccessControl.RegistryAccessRule($person, $access, $inheritance, $propagation, $type)
$acl.AddAccessRule($rule)
Set-Acl HKLM:\System\CurrentControlSet\Control\ComputerName $acl

3.b. SharePoint DomainController (manual version)

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Use manual configuration only when the PowerShell skript is failing!

cd C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\15\BIN\
stsadm -o provisionservice -action start -servicetype Microsoft.SharePoint.Administration.SPUserCodeService -serviceName SPUserCodeV4
iisreset /noforce
  • log in with SharePoint Farm Administrator role
  • Central Administration
  • Application Management
  • Web Applications
  • Settings
  • set Browser File Handling to Permissive

4. Dynamics CRM

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  • Document Management
  • Document Management Settings
  • select entities for export
  • enter the URL of the target SharePoint Site Collection

Referenzen

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  1. Microsoft Dynamics CRM 2013 List Component for Microsoft SharePoint Server 2010 and Microsoft SharePoint Server 2013 (for multiple browsers). In: Download Center. Microsoft, abgerufen am 23. Juni 2014 (englisch).