c360 SharePoint Integration User Guide Microsoft Dynamics CRM 4.0 compatible c360 Solutions, Inc.

Transcription

1 c360 SharePoint Integration User Guide Microsoft Dynamics CRM 4.0 compatible c360 Solutions, Inc. c360 Solutions All Rights Reserved

2 Contents c360 SharePoint Integration... 3 Overview... 3 Features... 3 Administration and Configuration... 4 How to Configure SharePoint Integration Settings... 4 SharePoint Sites... 6 Manual Creation... 6 Automatic Creation... 7 Known Issues... 9 Proxy Not Found... 9 Appendix Example: Instructions on How to Configure a Sample SharePoint Site and Verify Functionality Page 2 of 16 6/29/2009 c360 Solutions, Inc.

3 c360 SharePoint Integration Overview c360 SharePoint Integration Add On for Microsoft CRM 4.0 is a software component designed to leverage SharePoint capabilities and integrate them into Microsoft CRM, giving the Microsoft CRM users enhanced capabilities for document and information sharing. Features Create SharePoint document repositories for every entity from within CRM Allows CRM users to link documents to any CRM entity Because documents are saved in SharePoint they are available to users who do not have a CRM client license Leverage the document management, content management and collaboration richness of SharePoint tightly integrated with Dynamics CRM Choose whether to perform a manual or automatic creation of the SharePoint site Page 3 of 16 6/29/2009 c360 Solutions, Inc.

4 Administration and Configuration How to Configure SharePoint Integration Settings c360 SharePoint Integration settings window will allow you to define the entities that will be integrated with SharePoint and the templates that will be used to generate the SharePoint site. To access this settings window, go to the settings area, click on c360 settings on the left navigation bar (Figure 1a) and then Clicking on c360 CRM / SharePoint Integration. Figure 1a: c360 Settings area Page 4 of 16 6/29/2009 c360 Solutions, Inc.

5 Figrure1: SharePoint Integration Settings Figure 1 illustrates the use of the settings screen. The settings page includes the following definitions: - CRM Entity Name: a drop down with all the CRM entities that can be configured to include a SharePoint site. - Share Point user information: this user information be used for impersonation during the process of site creation. - Use the credentials on manual creation of the site: these credentials will be used on manual creation of the site, instead of the those of the logged in CRM user. - Share Point Site Settings: o Server Url: points to the share point site/site collection location. o Template: a list of accessible templates that can be used during the site creation process. o Name: the name that will be given to the new site. This name can be combined from hard coded text and from dynamic text taken from the chosen record field set. o Creation Mode: specifies whether to create the site automatically or manually. - Display Settings: o Tab name: the name of the tab that will be added to the Entity Form, and will hold the Iframe with the connection to the SharePoint site. o Determine the default display page of the SharePoint site. Page 5 of 16 6/29/2009 c360 Solutions, Inc.

6 SharePoint Sites Manual Creation If you chose to create a site manually, you ll receive the following screen in the newly created tab in each record of the entity you chose. For example: Figure2: Manual site creation In Figure 2 the user chose to manually create a Blog site for each CRM user. The name of the site is configured to be User First Name + User Last Name. Pressing the Create Site button will create the desired SharePoint site. In order to create this site, the CRM user must have appropriate create rights in Sharepoint. In order to bypass this, the administrator can check the Use these credentials on the manual creation of the site checkbox on the settings page. Page 6 of 16 6/29/2009 c360 Solutions, Inc.

7 Figure3: Result Automatic Creation If you chose to automatically create the SharePoint site, you ll automatically receive the site page on the next time you ll navigate to the desired record and press on the new Tab created by the add on. The credentials used in this mode are entered in the settings page. Figure4: Automatic create Account Document Workspace Page 7 of 16 6/29/2009 c360 Solutions, Inc.

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9 Known Issues Proxy Not Found Issue: Receiving the message Failed to connect to the c360 SharePoint Proxy Service Resolution: The message appears because the proxy component is not installed on SharePoint server. Please install it to resolve the problem. Page 9 of 16 6/29/2009 c360 Solutions, Inc.

10 Appendix Instructions on How to Configure a Sample SharePoint Site and Verify Functionality Below sample steps explain on how to configure a sample SharePoint Site and verify functionality. Go to Inetmgr (Start Run Inetmgr) and browse the site of Share Point (Please Refer below Screen) Page 10 of 16 6/29/2009 c360 Solutions, Inc.

11 Click on Site Actions tab and click on Create as shown in the below Screen Shot Click on Sites and WorkSpaces Link as shown in the below Screen Shot Page 11 of 16 6/29/2009 c360 Solutions, Inc.

12 Create a New Site and update rest of the field like title, description and URL as shown in the below screen shot and click on Create button Page 12 of 16 6/29/2009 c360 Solutions, Inc.

13 Login to Microsoft Dynamic CRM and go to Setting c360setting c360 CRM/Share Point Integration (Please Refer below Screen) Page 13 of 16 6/29/2009 c360 Solutions, Inc.

14 Select the Entity Name from the drop down list and update rest of the fields as Shown in a below Screen Shot and click on Apply button Page 14 of 16 6/29/2009 c360 Solutions, Inc.

15 This Finishes the Configuration Part of SI. Create or edit an existing Account, we can able to view the new tab i.e. (SI).Click on SI. (Please Refer below Screen) Page 15 of 16 6/29/2009 c360 Solutions, Inc.

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