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Windows Sharepoint Services and Easy Microsoft CRM Integration
Well i set out this week to take a dive into the Microsoft Sharepoint API and find a helpful way that i could provide additional value add by providing a way to commonly share files across Windows Sharepoint Services 3.0 (Like on a dedicated fileserver) and Microsoft CRM.
After finding many helpful documents and whitepapers on the feat i decided that the easiest way to integrate the 2 would consist of a few c# .NET services. The first service i will call the Document Synchronization Service.
This is really no more than a small c#.net console application that checks the customers that exist in CRM, finds the fileserver that sharepoint services is installed on, and then automagically creates the folder structure that is needed for consistant document storage on the network per customer.
So off the top it went something… a like so…
using (SPSite oSiteCollection = new SPSite(http://nicholasc-2008/Client%20Data/Forms/AllItems.aspx)){//Testing ONLY… this is for later as this code will next have a data and service connection to the MSCRM db.
string folderName = “Customer Name Here”; SPList oList = oSiteCollection.AllWebs[""].Lists["Client Data"];SPListItem newFolder = oList.Items.Add(“”, SPFileSystemObjectType.Folder, folderName);newFolder.Update();}
Ok, so now that works and creates a folder in my Windows Sharepoint Services instance i am connected to… Now on to CRM.
The second part was to create a custom tab with some simple javascript and an iframe in the customer area in Microsoft CRM so that when the page is loaded the appropriate client folder is rendered and retrieved from the fileserver chosen.
The result is the following screen.
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