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how to save mscrm entity records as infopath record in share point automatically? RRS feed

  • Question

  • We have requirement to create a info path record in share point portal on creation of an entity record in CRM.

    Could any body help us in solution approach.


    hari

    Thursday, November 15, 2012 1:06 PM

Answers

  • The basic architecture would be to write code either as a plugin, or custom workflow activtiy in CRM. I think this would have to write to SharePoint usng the SharePoint web services to create the InfoPath record (as I understand it, the 'InfoPath' record is actually just an item in a SharePoint list)

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Thursday, November 15, 2012 2:22 PM
    Moderator