CRM 2011 Online and BPOS/Office365 Online RRS feed

  • Question

  • Hi,

    Integration CRM 2011 Online and BPOS/Office365 Online is not a reality yet. We have a client that i using both online services and we need a method for allowing CRM Online to have documents in SharePoint Online for accounts, contacts, cases and opportunities.  Does anyone know of an existing solution?

    If not, I'll guess the quickets way to get something up and running will be to write an on premise service that:

    • looks at each CRM records that need documents
    • creates a folder for them in SharePoint online library.
    • create a document location
    • associate the new document location record with the appropriate CRM record.

    If anyone has any idea's or ideally, existing solutions please let me know.

    Kind regards

    Simon Jackson

    @_Simon_Jackson http://www.simonjackson.info/ MBCS MCBMSS MCBMSP MCSD MCDBA MCAD MCSA
    Wednesday, September 21, 2011 7:14 PM


All replies

  • CRM 2011 has native sharepoint support with SP 2007 or 2010, but not with Office 365 at this time, only with on-premise because there is no way to allow individual Office 365 tenants the ability to install the list control for CRM and things on the SharePoint server.  Microsoft is working on this one though from what I have heard.


    Jamie Miley
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    Wednesday, September 21, 2011 8:10 PM
  • Simon, I wrote a plug-in for that on CRM 4.0 to extend the SharePoint support for on premise.

    The list control only get's you so far.

    What if you wanted to have a document in a seperate site for every Dollar store in North America and sales data for each store in a Share Point site?   List control is not going to help you there.

    We will see what happens with Office 365.

    But in line with what Jamie hinted, I would not start coding just right now.


    Curtis J Spanburgh
    Wednesday, September 21, 2011 8:20 PM
  • In my SharePoint Online system I have a Library of Clients. Each client has thier own folder.  From Outlook 2010 I access my CRM Online 2011 client entries and one element is Documents.  The first document I add, I have to point to my SharePoint Online ...../client/client-abc  folder as a repository for documents for that client.  CRM Online 2011 documents are then stored, updated and refereneced from SharePoint Online.
    Monday, September 26, 2011 1:59 PM
  • Is quite some development so brace yourself, but:

    You can create an on-premise Web Service which communicates to Office 365 via the SharePoint Client Object Model (this is actually not to difficult to do other than the claims based authentication) to implement the SharePoint methods you need to create a Document Library, create a Folder or upload a document.

    Use Scribe or another similar technology to connect to CRM Online to the Web Service in a fashion similar to the following steps:

    (1) Use the Account entity in CRM as the Data Source

    (2) Use the Web Service Create Folder method as the first Target Step

    (3) Create a CRM Document Library record in CRM as a second Target Step that associates the Account record to the new folder/document library in SharePoint.

    Using the limited iFrame integration that CRM 2011 does allow for hosted SharePoint, you then have a list of Accounts linked to relevant SharePoint locations for an initial integration.  This lacks some of the better features of full integration such as the List Component but may act as a starter point.

    However, as Jamie mentions, I believe Microsoft are intending to allow full integration between CRM 2011 and Office 365 in Q4 2011, so the best advice might be to wait for this release and avoid the development time of implementing this.

    Kind Regards, Paul | http://crmconsultancy.wordpress.com
    Monday, September 26, 2011 2:16 PM
  • Simon,

    Did you find the answer to your question?  If so, please feel free to come back and post it, or mark any applicable answer above as the answer.


    Jamie Miley
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    Monday, March 5, 2012 10:04 PM
  • Now office 365 includes CRM and is fully compatible with CRM to O365 Sharepoint integration.

    Jamie Miley
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    Wednesday, September 19, 2012 5:18 PM