Wednesday, June 27, 2007

Microsoft CRM 3.0 - Integrating the CRM UI into SharePoint (Page Links)

CRM UI in SharePoint? Easy as 123!
I've been thinking of ways to directly integrate the CRM interface into another web application or web page, such as SharePoint. As a result, I've compiled a list of CRM links for various datagrids used for showing sets of records from CRM. These URL's can be embeded into a SharePoint 2007 page using either a "Site Aggregator" or "Page Viewer" Web Part.



If the page was to be embedded into an iframe within a web page, it is important to note that Internet Explorer may restrict access to it for security purposes. These security settings, however, can be disabled/enabled within Internet Explorer. Otherise a simple frame could be used.

Almost anything can be displayed using these URLs giving the situation satisfies the following:
1) The user account used to log into the client machine has the permissions to access Microsoft CRM records.
2) Integrated Security is enabled, so that credentials are passed
3) The user has access to a particular entity

And finally... the list of links for Microsoft CRM 3.0:

DataGrid Lists
Accounts - http://crm/_root/homepage.aspx?etc=1
Contacts - http://crm/_root/homepage.aspx?etc=2
Opportunities - http://crm/_root/homepage.aspx?etc=3
Leads - http://crm/_root/homepage.aspx?etc=4
Marketing List - http://crm/_root/homepage.aspx?etc=4300
Reports - http://crm/CRMReports/home_reports.aspx
Activities - http://crm/workplace/home_activities.aspx
Calendar - http://crm/workplace/home_calendar.aspx
Articles - http://crm/workplace/home_answers.aspx
Queues - http://crm/workplace/home_workplace.aspx
Competitors - http://crm/_root/homepage.aspx?etc=123
Products - http://crm/_root/homepage.aspx?etc=1024
Sales Literature - http://crm/_root/homepage.aspx?etc=1038
Quotes - http://crm/_root/homepage.aspx?etc=1084
Orders - http://crm/_root/homepage.aspx?etc=1088
Invoices - http://crm/_root/homepage.aspx?etc=1090
Quick Campaigns - http://crm/MA/home_minicamps.aspx
Campaigns - http://crm/MA/home_camps.aspx
Cases - http://crm/CS/home_cases.aspx
Contracts - http://crm/_root/homepage.aspx?etc=1010
Services - http://crm/_root/homepage.aspx?etc=4001

Miscellaneous
Advanced Find - http://crm/AdvancedFind/AdvFind.aspx
CRM Help - http://crm/help/default.aspx

For convenience during customisation, I've also posted the following links for settings and customisations in the following article:
http://sharepointsix.blogspot.com/2007/06/ms-crm-30-crm-settings-pages.html

2 comments:

Tim said...

Hi,

I am trying to use these CRM datagrid links with the site aggregrator web part. But I am getting error messages because the aggregrator automatically adds a forward slash (/) at the end of any links. For example if i add the http://crmdev/_root/homepage.aspx?etc=3 link it creates the link as http://crmdev/_root/homepage.aspx?etc=3/. This causes a "Expected integer data type" error. Is there anyway to get around this problem that you know of?

Thanks

Douglas Leung said...

Yea, I tried it myself. It seems the aggregator web part doesn't like query strings. We should report this to Microsoft as a bug perhaps? I've try using the Page Viewer Web Part and it works like a treat with http://crm/_root/homepage.aspx?etc=1

Cheers,
Doug