CRM 2011 and SharePoint 2010 Integration - Office 365 and all other combinations
Hi Folks,
I got a lot of customer and partner asking questions, weather CRM onprem can integrate with sharepoint online? or crm online can integrate with Sharepoint onprem and other type of combination. So i write this post to make it crystal clear what YOU could possibly do with type of CRM and sharepoint service you have. As usual comments question and feedback are welcome.
If you have :-
A. CRM Online and SharePoint Online
Then
- You can Document Management Integration. Follow the steps after label "b. On CRM Server –“Configure CRM to use SharePoint as the backend document server” on post https://blogs.technet.com/b/anand_nigam/archive/2011/12/04/crm-2011-and-sharepoint-2010-integration-part-1.aspx
NOTE - You must have Sharepoint Online and CRM Online both part of your OFFICE 365 subscription for the integration to work.
- You can also do "Reporting CRM data in SharePoint using Excel services" as described https://blogs.technet.com/b/anand_nigam/archive/2012/01/20/crm-2011-and-sharepoint-2010-integration-part-2.aspx
B. CRM OnPrem AND SharePoint Online
Then
- You can do Document Management Integration. Follow the steps after label "b. On CRM Server –“Configure CRM to use SharePoint as the backend document server” on https://blogs.technet.com/b/anand_nigam/archive/2011/12/04/crm-2011-and-sharepoint-2010-integration-part-1.aspx
NOTE - You must have ADFS SSO setup for Sharepoint Online (technically you setup SSO for all the service, irespective of particular service) for this to work. Else the CRM UI would not able to connect to sharepoint, it will fail in authentication stage. A dirty work around for this is, the user needs to sign in to sharepoint online site First and then go to CRM UI and work, this is a dirty trick but works. For Enterprise I would recommend setting up ADFS SSO, as this is a scalable and End user friendly solution.
- You can also do "Reporting CRM data in SharePoint using Excel services" as described https://blogs.technet.com/b/anand_nigam/archive/2012/01/20/crm-2011-and-sharepoint-2010-integration-part-2.aspx
C. CRM Online AND SharePoint Online
Then
1. You can do Document Management Integration. Follow the steps after label "b. On CRM Server –“Configure CRM to use SharePoint as the backend document server” on https://blogs.technet.com/b/anand_nigam/archive/2011/12/04/crm-2011-and-sharepoint-2010-integration-part-1.aspx
NOTE -
<UPDATED section on 11/14/2012
- added the sceanarios and corrected few spellings >
Here there are two possible scenarios
Senarios A. Your end users are MSOL users ( Microsoft Online users, in simple words, Cloud user, who are created in your O365 subscription)
- Here you dont need anything, special CRM and Sharepoint will work smoothly
Scenario B. Your end users are Federated users ( Meaning the end users are in your On Prem Active Directory and you have federated the Domain and setup ADFS and Dirsync)
- You must have ADFS SSO setup for Sharepoint Online (technically you setup SSO for all the service, irespective of particular service) for this to work. Else the CRM UI would not able to connect to sharepoint, it will fail in authentication stage. A dirty work around for this is, the user needs to sign in to sharepoint online site First and then go to CRM UI and work, this is a dirty trick but works. For Enterprise I would recomend setting up ADFS SSO, as this is a scalable and End user friendly solution.
2. You can also do "Reporting CRM data in SharePoint using Excel services" as described https://blogs.technet.com/b/anand_nigam/archive/2012/01/20/crm-2011-and-sharepoint-2010-integration-part-2.aspx
3. You could do "Sharepoint searching CRM data" Integration, For this to work you would need a. to write a WCF service to READ CRM data using CRM Online web services (https://blogs.msdn.com/b/apurvghai/archive/2011/08/26/create-your-custom-web-service-and-integrate-with-crm-2011-online.aspx) Once the WCF is ready you must write a BCS ( VS or SPD) and created ECT which will then enable sharepoint Enterprise search to Crawl the CRM entity. Simple !
<END of UPDATED section on 11/14/2012>
D. CRM OnPrem AND SharePoint OnPrem
Then
- You can do anything bascially, few of the integration points are as below.
Bye for now folks, will be back soon.
Andy