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how to integrate crm entity like account,contacts with the sharepoint List RRS feed

  • Question

  • hi ,

    I want to integrate CRM Entity  accounts or contacts with the sharepoint List with a particular sharepoint site

    1.        When a new account is added in CRM, new item should be created in client list in SharePoint
    2.       When an existing account is updated CRM, then corresponding item in client list in SharePoint should be updated 

    Please help as it is quite urgent ...

    Regards,

    Rimple 

    Monday, January 13, 2014 11:42 AM

All replies

  • You might be able to use Business Connectivity Services to do what you are trying to accomplish.

    http://technet.microsoft.com/en-us/library/ee661740.aspx

    If that doesn't work for you, then you can setup an intermediary database (staging) and have CRM send record information to it using SSIS and the CRM SDK.  You can then use the data to create the records in SharePoint using SSIS and Sharepoint SDK.


    Regards, Donna

    Thursday, January 23, 2014 7:19 PM