The preferred method for integration is using Server-to-server integration (See Integrate Microsoft Dynamics CRM CRM with SharePoint) but there are some noticeable differences between the Dynamics CRM List component and server-based SharePoint integration as outlined in Important considerations for server-based SharePoint integration as well as SharePoint Integration Reloaded Part 1 from Scott Durow. From Dynamics CRM
entities to enable the integration with SharePoint :
- SharePoint site (schema: SharePointSite): represents a location record in Microsoft Dynamics CRM that points to a site collection or a site on a server that is running SharePoint Server (See SharePointSite entity messages and methods )
- SharePointDocumentLocation : represents a location record in Microsoft Dynamics CRM that points to a document folder on a server that is running SharePoint Server. You can associate the SharePoint document location records in Microsoft Dynamics CRM with the entity records for the entities for which the SharePoint Server integration or document management feature is enabled. (See SharePointDocumentLocation entity messages and methods)
- UserMapping : represents a custom claim mapping record in Microsoft Dynamics CRM to use a value other than the default value used by CRM Online for authenticating and authorizing CRM users in SharePoint (See UserMapping entity messages and methods)
If you look at the SharePoint Document entity in CRM and check out the list of fields you’ll see there are quite a few fields (such as Title, version, etc..) that you can display. These fields will display the corresponding values from columns in a SharePoint document library if you add them to the SharePoint Document Associated View. So for example you can quite easily make the title of a document in SharePoint appear in the CRM view.
This is great for the out of the box fields but if you have modified the library in SharePoint to add additional attributes you’ll notice they are not displayed. So let’s image that you have added a custom field called DocType (of type text) in a SharePoint document library as shown below and you want to show the values of this SharePoint column in Dynamics CRM (I suppose that you already setup with document management integration already setup). You will need to perform a number of steps to accomplish this:
- Create a new solution in Dynamics CRM (you can also use the Customize the system option but this is not really the recommended way)
- Add the SharePointDocument entity and the Document Associated Grid to your CRM solution
- Navigate to the SharePoint document library that is used to store the documents linked to your CRM record and add a column of type text with name “DocType”.
- Add a field on the SharePointDocument entity with exactly the same display name “DocType” of type single line of text. Dynamics CRM will use the display name of the fields to do the mapping with the query which is send to SharePoint. All values returned from SharePoint will be of type text except for a date field in SharePoint. So you need to create fields of the corresponding type in CRM.
- Modify the “Document Associated Grid” view that you added to your CRM solution and add the newly created CRM field to this view. (This will only work with the “Document Associated Grid” view – to make this work with new views you will need some extra steps that I will outline in a next blog post)
Once you fill in the values of the SharePoint fields for the different documents you will notice that they appear in the CRM “Document Associated Grid” as well. This seems to work for the following types of SharePoint fields: text, number,date,choice, boolean,currency and person. I currently only tested the scenario in Dynamics CRM Online (126.96.36.1992) in combination with SharePoint Online as well as for Dynamics CRM 2016 (Update 0.1) on premise in combination with SharePoint Server 2013 but I guess it should also work in other setups which are using server-based-integration.
- SharePoint integration reloaded – Part 1
- SharePoint Integration reloaded – Part 2 – How authentication works and how CRM retrieves the SharePoint documents
- SharePoint integration reloaded – Part 3 – Code sample for a CRM workflow which allows to store the documents in a different location in SharePoint