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 Configure for Manual SharePoint Creation... 5 Configure for Automatic SharePoint Creation... 6 Use an XML File to Automatically Create Folders in a Document Library... 8 SharePoint Sites... 9 Manual Creation... 9 Automatic Creation Troubleshooting Proxy Not Found Proxy Not Found Appendix Instructions on How to Configure a Sample SharePoint Site and Verify Functionality Page 2 of 20 12/20/2010 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 20 12/20/2010 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 20 12/20/2010 c360 Solutions, Inc.

5 Configure for Manual SharePoint Creation SharePoint creation can either be automatic or manual. If Manual is selected, the remaining configuration happens in the record on the SharePoint Integration tab. Please see the section labeled SharePoint Sites, Manual Creation for details. Configure for Automatic SharePoint Creation contains information on the additional fields needed to complete that configuration. Figrure1b: SharePoint Integration Settings Manual Creation Mode CRM Entity Name SharePoint User Information Use the credentials on manual creation of the site SharePoint Location Settings - Creation Mode SharePoint Location Settings - Server Site URL SharePoint Location Settings - Template Drop down with all the CRM entities that can be configured to include a SharePoint site. User information be used for impersonation during the process of site creation. These credentials will be used on manual creation of the site, instead of the those of the logged in CRM user. The credentials of the logged in user will still be used for accessing the site. Specifies whether to create the site automatically or manually. If Manual is selected, Target Location Action and Target Location Type will be disabled as they will be choosen at the time of creation of the site / document library. Points to the share point site/site collection location. Lists the accessible templates that can be used during the site creation process. Page 5 of 20 12/20/2010 c360 Solutions, Inc.

6 SharePoint Location Settings Name Display Settings Tab Name Display Settings Radio Button options Set the attributes that will be used in creating the SharePoint location. Text can be entered along with a designated attribute from the record. Name of the tab that will be added to the Entity Form for the SharePoint Integration tab Designates what default view will display on the SharePoint tab Configure for Automatic SharePoint Creation If Creation Mode is set to Automatic, additional fields appear on the configuration tool. These must be completed in order to accurately generate the location for the files. Figrure1c: SharePoint Integration Settings Manual Creation Mode Creation Mode Target Location Action Automatic means the location in SharePoint will be automatically created based on configuration choices Create New: creates a new site or document library directly underneath the site specified in the Service Site URL and uses this as the target location for the SharePoint integrator. Select Existing: points Sharepoint Integrator to the Server Site URL specified (note: this can be a document library or a site). Target Location Type (only displays when Select New Target Location Action is selected SharePoint Location Settings - Server Site URL SharePoint Location Settings - Template SharePoint Location Settings Name Site: creates a new Site for the entity s attachments under selected target Document Library: creates a new Document Library for the entity s attachments under selected target SharePoint Folder: creates a folder within a Document Library Points to the share point site/site collection location. Lists the accessible templates that can be used during the site creation process. Set the attributes that will be used in creating the SharePoint location. Text can be entered along with a designated attribute from the record. Page 6 of 20 12/20/2010 c360 Solutions, Inc.

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8 Use an XML File to Automatically Create Folders in a Document Library With the release, new functionality allows administrators to configure SharePoint integration so folders are automatically created underneath a document library whenever that Document Library is created by SharePoint Integration. 1. Navigate to Settings>c360 Settings>c360 CRM/SharePoint Integration. Once a Document Library has been specified, an option for Additional Configuration appears below. 2. The administrator now has the option to either type in or browse to the location of the file. 1. The configuration XML should resemble the example below: <action type="create" stage="postcreate"> <command type="folder" parent="root">folder7name</command> <command type="folder" parent="root">folder8name</command> <command type="folder" parent="root">folder9name</command> </action> 2. If the administrator selects a file with an invalid XML structure, the system will prompt him to select a valid configuration file. This functionality: 1. Only applies to Document Libraries, NOT sites. 2. Will apply to any NEW entity records in CRM. It will not retroactively function for existing entity records. 3. Applies to both Manual and Automatic modes. 3. Complete any additional configuration and click Apply to save changes. 4. Once the file is saved, the administrator can make changes by clicking on Remove Configuration or Change Configuration with the same functionality described above. Page 8 of 20 12/20/2010 c360 Solutions, Inc.

9 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 new Document Library for each Account. The name of the site is configured to be test. Optionally, the user can use an existing site / document library by specifying the Server Site URL and clicking connect. 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 (see p.5). Page 9 of 20 12/20/2010 c360 Solutions, Inc.

10 Figure3: Result Automatic Creation If you chose to automatically create the SharePoint site, you ll automatically receive the site or document library 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 10 of 20 12/20/2010 c360 Solutions, Inc.

11 Troubleshooting 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. Access Denied Issue: Receiving the message Error: Access Denied when Sharepoint is installed on a separate server the CRM and the user credentials supplied are different then those then the logged in user: Page 11 of 20 12/20/2010 c360 Solutions, Inc.

12 Resolution: Set the site in the following way: Proxy Not Found Issue: Page 12 of 20 12/20/2010 c360 Solutions, Inc.

13 Hyphenated Site Names are not handled as expected in the SharePoint Connector Explanation / Resolution: In Sharepoint, if a site that contains a hyphen (e.g. test-doc), the URL pointing to that site will have that hyphen removed. In order to point Sharepoint Integrator to the site, the hyphen must be removed in the Server Site URL field in Sharepoint Integrator. Likewise, if there is a site called testdoc, and a new site is created called test-doc, the hyphen will be removed in the URL, but because there already exists a site URL for testdoc, the URL for the test-doc site will be testdoc1. Page 13 of 20 12/20/2010 c360 Solutions, Inc.

14 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. 1. Go to Inetmgr (Start Run Inetmgr) and browse to the SharePoint site (Referto the screen below) Page 14 of 20 12/20/2010 c360 Solutions, Inc.

15 2. Click on Site Actions tab and click on Create as shown in the below Screen Shot Page 15 of 20 12/20/2010 c360 Solutions, Inc.

16 3. Click on Sites and WorkSpaces Link as shown in the below Screen Shot Page 16 of 20 12/20/2010 c360 Solutions, Inc.

17 4. 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 17 of 20 12/20/2010 c360 Solutions, Inc.

18 5. Login to Microsoft Dynamic CRM and go to Setting c360setting c360 CRM/Share Point Integration (refer to the screen below) Page 18 of 20 12/20/2010 c360 Solutions, Inc.

19 6. 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 This Finishes the Configuration Part of SI. Page 19 of 20 12/20/2010 c360 Solutions, Inc.

20 7. 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 20 of 20 12/20/2010 c360 Solutions, Inc.