Wednesday, December 30, 2009

Can You Intergrate MS CRM and Sharepoint 2007?

Simply put, YES! And according to Microsoft, SharePoint can have a tight integration with the MS CRM setting. Lets have a walkthrough of how can connect with MS CRM using SharePoint's Business Data Catalog (BDC) and Net Parts. First, you are connected to MS CRM through your MOSS 2007. Then you need to utilize the SharePoint Portal Server and FrontPage to make a SharePoint Portal Server dashboard for Microsoft Dynamics CRM 3.0. If you are using a configuration different than a single server (SBS) you may want to setup some level of trust for delegation. In the readme.doc file located in the same folders as the MSI there's a section that tries to explain putting in �trust for delegation' between the SharePoint server and the various servers that might be in your CRM installation. Because of the need to impersonate the connecting user when talking to the CRM web services and CRM SQL server this additional configuration becomes required. Configured the SharePoint server to permit trust for delegation through AD. I wasn't ready to stick to the readme.doc steps specifically because the MSSQL service wasn't showing. I'm assuming it is because that was running beneath an AD account, however not sure. I instead simply trusted the complete SharePoint Web server computer as shown below.

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