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CRM IFD and Sharepoint Integration RRS feed

  • Question

  • I'm looking to add a tab to the CRM accounts form that displays a document workspace inside sharepoint.  Both are hosted on the same server and accessed across the public internet (securely).  In other words, CRM is in IFD mode and SharePoint is using Forms Auth.  Is it possible to only require users to signin once and be authenticated to both apps?
    Thursday, August 13, 2009 3:32 AM

Answers

  • It's changed a bit.  My desire, overall, is that the user only has to login once.  Before, I also thought I would need forms auth for sharepoint (as well as for CRM via IFD).  It turns out I can use NTLM for sharepoint, but not CRM, so I imagine the hope of single signon for Sharepoint/CRM went out the window once I decided to use NTLM.
    Monday, August 17, 2009 3:42 AM

All replies

  • The way i did this is to build a webpart that pulls the information from the webservice using the sharepoint site name as the account name.
    http://mscrmblog.net
    Microsoft Certified Business Management Solutions Specialist
    Microsoft Certified CRM Developer
    Thursday, August 13, 2009 5:24 AM
  • Can you provide some more detail on what exactly you mean with this approach?
    Matt, MVP - Dynamics CRM
    Friday, August 14, 2009 7:41 PM
  • It's changed a bit.  My desire, overall, is that the user only has to login once.  Before, I also thought I would need forms auth for sharepoint (as well as for CRM via IFD).  It turns out I can use NTLM for sharepoint, but not CRM, so I imagine the hope of single signon for Sharepoint/CRM went out the window once I decided to use NTLM.
    Monday, August 17, 2009 3:42 AM