c360 Sharepoint Integration User GuideMSCRMv4.… · c360 SharePoint Integration ... The...

c360 Solutions – All Rights Reserved

c360 SharePoint Integration User

Guide Microsoft Dynamics CRM 4.0 compatible

c360 Solutions, Inc.

[email protected]

www.c360.com

Page 2 of 20 12/20/2010 c360 Solutions, Inc.

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 ................................................................................... 10

Troubleshooting ............................................................................................. 11

Proxy Not Found ....................................................................................... 11

Proxy Not Found ....................................................................................... 12

Appendix ....................................................................................................... 14

Instructions on How to Configure a Sample SharePoint Site and Verify

Functionality ............................................................................................ 14


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


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


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 Drop down with all the CRM entities that can be

configured to include a SharePoint site.

SharePoint User Information 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. The credentials of the logged in user will still

be used for accessing the site.

SharePoint Location Settings -

Creation Mode

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.


Server Site URL

Points to the share point site/site collection location.


Template

Lists the accessible templates that can be used

during the site creation process.


SharePoint Location Settings –

Name

Set the attributes that will be used in creating the

SharePoint location. Text can be entered along with

a designated attribute from the record.

Display Settings – Tab Name Name of the tab that will be added to the Entity

Form for the SharePoint Integration tab

Display Settings – Radio

Button options

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 ‘Automatic’ means the location in SharePoint will be

automatically created based on configuration choices

Target Location Action 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

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


Server Site URL

Points to the share point site/site collection location.


Template

Lists the accessible templates that can be used

during the site creation process.

SharePoint Location Settings –

Name

Set the attributes that will be used in creating the

SharePoint location. Text can be entered along with

a designated attribute from the record.



Use an XML File to Automatically Create Folders in a Document Library

With the 4.0.10 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>





</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.


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).


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


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:


Resolution:

Set the site in the following way:

Proxy Not Found

Issue:


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.


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)


2. Click on Site Actions tab and click on Create as shown in the below Screen Shot


3. Click on Sites and WorkSpaces Link as shown in the below Screen Shot


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


5. Login to Microsoft Dynamic CRM and go to Setting �� c360setting��c360

CRM/Share Point Integration (refer to the screen below)


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.


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)

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