Communicate (CRUD) with CRM Online from SharePoint Online

Hi,
I'm working on an offer to a client where I'm considering if I'll recommend SharePoint Online.
Most of the requirements from the client are out of the box SharePoint and doesn't affect the decision to go for SharePoint Online. However, the client has one requirement, which is that they need to be able to update Entities/records in their CRM Online
solution from SharePoint. I'm not sure how those updates should be triggered, but my guess is it should be triggered when an item in a list/document library changes it's status (a status field). This would probably require custom development of some sort (Event
Receiver? Workflow?) which uses the CRM web services.
Is this even possible in SP Online?
I've done a lot of searching for this in Google, but haven't found anything interesting yet. I come across solutions for integration the other way though (FROM CRM to SharePoint), but I need integration with CRM FROM SharePoint.
Thanks!

Hi,
According to your post, my understanding is that you want to communicate SharePoint Online and CRM Online.
We can use the Business Connectivity Services (BCS) to communicate SharePoint Online (SPO) to CRM Online.
The following blog for your reference:
http://blogs.msdn.com/b/girishr/archive/2013/05/13/connecting-sharepoint-online-and-crm-online-using-bcs-2013-edition.aspx
Best Regards
Dennis Guo
TechNet Community Support

Similar Messages

Accesing CRM Online from SharePoint 2013 Online

I am contemplating adding some Dynamics CRM data to display, and possibly enter/update in our instance of SharePoint 2013 online in Office 365. So basically the user would be in SharePoint looking at CRM data and could interact with it.
Any resources / blogs / books out there that might cover this topic? I'm a newbie to SP development, but have done extensive development (C# Plugins, JS, etc.) in CRM.
Thanks!

Hi Chris,
Following url provides the steps for integration
http://community.dynamics.com/crm/b/salimadamondynamicscrm/archive/2013/07/23/crm-online-amp-sharepoint-online-integration.aspx
http://community.dynamics.com/crm/b/crminogic/archive/2013/04/19/how-to-integrate-sharepoint-online-with-crm-online-part-2-gt-integration-of-crm-and-sharepoint-online.aspx
Regards Roy Joyson
Please remember to mark your question as "answered"/"Vote helpful" if this solves/helps your problem.
Roy Joyson
isn't this the other way round? If i understand what Chris is asking for correctly, he's looking for the same as me, how to display some CRM data from within SharePoint, as opposed to displaying SharePoint data from within CRM.

Consuming REST Services from Sharepoint Online (office 365) with jquery

I hosted Rest services in one server but i am consuming the REST Service through jquery which is using from sharepoint online.
while consuming i am getting the error like "Blocked cross domain ........ "
another exception like since we are calling from https(sharepoint online) to http(other server) , so the problem will be like..
any body having any idea to solve the cross domain issue to access the http from https call.
advance thanks !

Hi,
For the cross domain issue when using REST API, I suggest you take a look at the articles below with more information and code samples provided:
http://blogs.msdn.com/b/officeapps/archive/2012/11/29/solving-cross-domain-problems-in-apps-for-sharepoint.aspx
http://msdn.microsoft.com/en-us/library/office/fp179927(v=office.15).aspx
http://msdn.microsoft.com/en-us/magazine/dn198245.aspx
Thanks
Patrick Liang
Forum Support
Please remember to mark the replies as answers if they
help and unmark them if they provide no help. If you have feedback for TechNet
Subscriber Support, contact [email protected]
Patrick Liang
TechNet Community Support

Document Retreival from SharePoint Online with in Folders

In Requirement to retrieve a document from SharePoint Online, using CSOM, I came across a scenario where I need to retrieve a document (Excel, pdf, txt etc) . If the document is the Library level (https://XXX.Sharepoint.com/Sites/Site/DocumentLibrary),
I could successfully retrieve it, but if there are folders at 2 levels (https://XXX.Sharepoint.com/Sites/Site/DocumentLibrary/Folder1/Folder2/excel.xslx), My code
fails in reading the document.
Interesting part is if the file is .docx, its being fetched at any level of Document. I see this issue for formats other than docx
Any help or suggestions would be of great help!!
TIA,
Tasaduq

Hi,
Here are two threads for your reference:
Displaying SSRS reports in SharePoint online 2013
http://community.office365.com/en-us/f/154/t/236914.aspx
Deploying 2012 SSRS Report to Azure SSRS? o365 SharePoint Online options?
http://stackoverflow.com/questions/16446146/deploying-2012-ssrs-report-to-azure-ssrs-o365-sharepoint-online-options
As this question is more relate to Office 365, I suggest you post it to Office 365 Forum, you will get more help and confirmed answers from there.
http://community.office365.com/en-us/forums/default.aspx
Best Regards
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
[email protected]

ADFS SSO and SharePoint 2013 on-premise Hybrid outbound search results from SharePoint Online - does it work?

Hi,
I want to setup an outpund hybrid search for SharePoint 2013 on-premise to SharePoint Online.
But I'm not shure if this works with ADFS SSO.
Has somebody experience with this setup?
Here's my guide which I'm going to use for this installation:
Introduction
In this post I'll show you how to get search results from your SharePoint Online in your SharePoint 2013 on-premise search center.
Requirements
User synchronisation ActiveDirectory to Office 365 with DirSync
DirSync password sync or ADFS SSO
SharePoint Online
SharePoint 2013 on-premise
Enterprise Search service
SharePoint Online Management Shell
Instructions
All configuration will be done either in the Search Administration of the Central Administration or in the PowerShell console of your on-premise SharePoint 2013 server.
Set up Sever to Server Trust
Export certificates
To create a server to server trust we need two certificates.
[certificate name].pfx: In order to replace the STS certificate, the certificate is needed in Personal Information Exchange (PFX) format including the private key.
[certificate name].cer: In order to set up a trust with Office 365 and Windows Azure ACS, the certificate is needed in CER Base64 format.
First launch the Internet Information Services (IIS) Manager
Select your SharePoint web server and double-click Server Certificates
In the Actions pane, click Create Self-Signed Certificate
Enter a name for the certificate and save it with OK
To export the new certificate in the Pfx format select it and click Export in the Actions pane
Fill the fields and click OK Export to: C:\[certificate
name].pfx Password: [password]
Also we need to export the certificate in the CER Base64 format. For that purpose make a right-click on the certificate select it and click on View...
Click the Details tab and then click Copy to File
On the Welcome to the Certificate Export Wizard page, click Next
On the Export Private Key page, click Next
On the Export File Format page, click Base-64 encoded X.509 (.CER), and then click Next.
As file name enter C:\[certificate
name].cer and then click Next
Finish the export
Import the new STS (SharePoint Token Service) certificate
Let's update the certificate on the STS. Configure and run the PowerShell script below on your SharePoint server.
if(-not (Get-PSSnapin "Microsoft.SharePoint.PowerShell" -ErrorAction SilentlyContinue)){Add-PSSnapin "Microsoft.SharePoint.PowerShell"}
# set the cerficates paths and password
$PfxCertPath = "c:\[certificate name].pfx"
$PfxCertPassword = "[password]"
$X64CertPath = "c:\[certificate name].cer"
# get the encrypted pfx certificate object
$PfxCert = New-Object System.Security.Cryptography.X509Certificates.X509Certificate2 $PfxCertPath, $PfxCertPassword, 20
# import it
Set-SPSecurityTokenServiceConfig -ImportSigningCertificate $PfxCert
Type Yes when prompted with the following message.
You are about to change the signing certificate for the Security Token Service. Changing the certificate to an invalid, inaccessible or non-existent certificate will cause your SharePoint installation to stop functioning. Refer
to the following article for instructions on how to change this certificate: http://go.microsoft.com/fwlink/?LinkID=178475. Are you
sure, you want to continue?
Restart IIS so STS picks up the new certificate.
& iisreset
& net stop SPTimerV4
& net start SPTimerV4
Now validate the certificate replacement by running several PowerShell commands and compare their outputs.
# set the cerficates paths and password
$PfxCertPath = "c:\[certificate name].pfx"
$PfxCertPassword = "[password]"
# get the encrypted pfx certificate object
New-Object System.Security.Cryptography.X509Certificates.X509Certificate2 $PfxCertPath, $PfxCertPassword, 20
# compare the output above with this output
(Get-SPSecurityTokenServiceConfig).LocalLoginProvider.SigningCertificate
[/code]
## Establish the server to server trust
[code lang="ps"]
if(-not (Get-PSSnapin "Microsoft.SharePoint.PowerShell" -ErrorAction SilentlyContinue)){Add-PSSnapin "Microsoft.SharePoint.PowerShell"}
Import-Module MSOnline
Import-Module MSOnlineExtended
# set the cerficates paths and password
$PfxCertPath = "c:\[certificate name].pfx"
$PfxCertPassword = "[password]"
$X64CertPath = "c:\[certificate name].cer"
# set the onpremise domain that you added to Office 365
$SPCN = "sharepoint.domain.com"
# your onpremise SharePoint site url
$SPSite="http://sharepoint"
# don't change this value
$SPOAppID="00000003-0000-0ff1-ce00-000000000000"
# get the encrypted pfx certificate object
$PfxCert = New-Object System.Security.Cryptography.X509Certificates.X509Certificate2 $PfxCertPath, $PfxCertPassword, 20
# get the raw data
$PfxCertBin = $PfxCert.GetRawCertData()
# create a new certificate object
$X64Cert = New-Object System.Security.Cryptography.X509Certificates.X509Certificate2
# import the base 64 encoded certificate
$X64Cert.Import($X64CertPath)
# get the raw data
$X64CertBin = $X64Cert.GetRawCertData()
# save base 64 string in variable
$CredValue = [System.Convert]::ToBase64String($X64CertBin)
# connect to office 3656
Connect-MsolService
# register the on-premise STS as service principal in Office 365
# add a new service principal
New-MsolServicePrincipalCredential -AppPrincipalId $SPOAppID -Type asymmetric -Usage Verify -Value $CredValue
$MsolServicePrincipal = Get-MsolServicePrincipal -AppPrincipalId $SPOAppID
$SPServicePrincipalNames = $MsolServicePrincipal.ServicePrincipalNames
$SPServicePrincipalNames.Add("$SPOAppID/$SPCN")
Set-MsolServicePrincipal -AppPrincipalId $SPOAppID -ServicePrincipalNames $SPServicePrincipalNames
# get the online name identifier
$MsolCompanyInformationID = (Get-MsolCompanyInformation).ObjectID
$MsolServicePrincipalID = (Get-MsolServicePrincipal -ServicePrincipalName $SPOAppID).ObjectID
$MsolNameIdentifier = "$MsolServicePrincipalID@$MsolCompanyInformationID"
# establish the trust from on-premise with ACS (Azure Control Service)
# add a new authenticatio realm
$SPSite = Get-SPSite $SPSite
$SPAppPrincipal = Register-SPAppPrincipal -site $SPSite.rootweb -nameIdentifier $MsolNameIdentifier -displayName "SharePoint Online"
Set-SPAuthenticationRealm -realm $MsolServicePrincipalID
# register the ACS application proxy and token issuer
New-SPAzureAccessControlServiceApplicationProxy -Name "ACS" -MetadataServiceEndpointUri "https://accounts.accesscontrol.windows.net/metadata/json/1/" -DefaultProxyGroup
New-SPTrustedSecurityTokenIssuer -MetadataEndpoint "https://accounts.accesscontrol.windows.net/metadata/json/1/" -IsTrustBroker -Name "ACS"
Add a new result source
To get search results from SharePoint Online we have to add a new result source. Run the following script in a PowerShell ISE session on your SharePoint 2013 on-premise server. Don't forget to update the settings region
if(-not (Get-PSSnapin "Microsoft.SharePoint.PowerShell" -ErrorAction SilentlyContinue)){Add-PSSnapin "Microsoft.SharePoint.PowerShell"}
# region settings
$RemoteSharePointUrl = "http://[example].sharepoint.com"
$ResultSourceName = "SharePoint Online"
$QueryTransform = "{searchTerms}"
$Provier = "SharePoint-Remoteanbieter"
# region settings end
$SPEnterpriseSearchServiceApplication = Get-SPEnterpriseSearchServiceApplication
$FederationManager = New-Object Microsoft.Office.Server.Search.Administration.Query.FederationManager($SPEnterpriseSearchServiceApplication)
$SPEnterpriseSearchOwner = Get-SPEnterpriseSearchOwner -Level Ssa
$ResultSource = $FederationManager.GetSourceByName($ResultSourceName, $SPEnterpriseSearchOwner)
if(!$ResultSource){
Write-Host "Result source does not exist. Creating..."
$ResultSource = $FederationManager.CreateSource($SPEnterpriseSearchOwner)
$ResultSource.Name = $ResultSourceName
$ResultSource.ProviderId = $FederationManager.ListProviders()[$Provier].Id
$ResultSource.ConnectionUrlTemplate = $RemoteSharePointUrl
$ResultSource.CreateQueryTransform($QueryTransform)
$ResultSource.Commit()
Add a new query rule
In the Search Administration click on Query Rules
Select Local SharePoint as Result Source
Click New Query Rule
Enter a Rule name f.g. Search results from SharePoint Online
Expand the Context section
Under Query is performed on these sources click on Add Source
Select your SharePoint Online result source
In the Query Conditions section click on Remove Condition
In the Actions section click on Add Result Block
As title enter Results for "{subjectTerms}" from SharePoint Online
In the Search this Source dropdown select your SharePoint Online result source
Select 3 in the Items dropdown
Expand the Settings section and select "More" link goes to the following URL
In the box below enter this Url https://[example].sharepoint.com/search/pages/results.aspx?k={subjectTerms}
Select This block is always shown above core results and click the OK button
Save the new query rule

Hi Janik,
According to your description, my understanding is that you want to display hybrid search results in SharePoint Server 2013.
For achieving your demand, please have a look at the article:
http://technet.microsoft.com/en-us/library/dn197173(v=office.15).aspx
If you are using single sign-on (SSO) authentication, it is important to test hybrid Search functionality by using federated user accounts. Native Office 365 user accounts and Active Directory Domain Services
(AD DS) accounts that are not federated are not recognized by both directory services. Therefore, they cannot authenticate using SSO, and cannot be granted permissions to resources in both deployments. For more information, see Accounts
needed for hybrid configuration and testing.
Best Regards,
Eric
Eric Tao
TechNet Community Support

Retriving documents from Sharepoint online by BTS2013 R2

We are trying to retrieve documents from Sharepoint online by BTS2013 R2 but we are receiving the below error:
Error:
The adapter "Windows SharePoint Services" raised an error message. Details "The communication object, System.ServiceModel.Channels.ServiceChannel, cannot be used for
communication because it is in the Faulted state.".
I have crossed checked and user credential is correct. Also the account host instances are running is having access.
We are facing couple of issues and not sure if we missed an steps to configure.
If anyone could help us or point through right documentation it would be of great help.

Hi Rama,
"The communication object, System.ServiceModel.Channels.ServiceChannel, cannot be used for communication because it is in the Faulted state.".”
This is quite unhelpful because it does not give a clue of what is going wrong. You get this error because a .NET exception happens on the server side (SharePoint), and nothing catches and handles it. The solution is to check your settings.
The problem could be with the password of the SharePoint Online Username that is set wrong in the BizTalk adapter.
Refer:
BizTalk integration with SharePoint 2013 Online – Troubleshooting
Also refer:
SharePoint 2013 and Biztalk 2013 (On-Premise)
Alternatively, try re-registering the WCF using the below command:
On x86 environment:
%Windir%Microsoft.NetFrameworkv3.0Windows Communication FoundationServiceModelReg.exe -r
On x64 you can re-register WCF using the command:
%Windir%Microsoft.NetFramework64v3.0Windows Communication FoundationServiceModelReg.exe -r
Refer:
VSeWSS 1.3 Deploy fails with "Faulted state"
Rachit
Please mark as answer or vote as helpful if my reply does

Is possible to site mailbox email address with different domains in sharepoint online - office 365

Can I set site mailbox email address with different domains in sharepoint online - office 365?
For eg I have two dns link with office 365 account - abc.com, xyz.com
So can i set site mailbox email according using powershell like follwoing
New-SiteMailbox –DisplayName "test" -Name "[email protected]" –SharePointUrl $NewlyCreatedsiteurl
New-SiteMailbox –DisplayName "test" -Name "[email protected]" –SharePointUrl $NewlyCreatedsiteurl

Hi Biraj,
From your description, you would like site mailbox to have two email address.
Since the issue is related to SharePoint online and Exchange online, I'd recommend you contact online support engineer for sufficient resource and more assistance. For your convenience:
http://community.office365.com/en-us/f/154.aspx
In addition, I find some information that might be relevant for your reference:
Quotes from
https://support.office.com/en-sg/article/Prepare-for-using-site-mailboxes-in-Office-365-6381daa5-3d98-4629-972d-d19e1dc48c1b
Can I rename a site mailbox?
The display name of a site mailbox is the SharePoint team site display name. If you change the display name of the site in SharePoint, the display name also changes in Outlook. However, the site email address won’t be changed.
Regards,
Rebecca Tu
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
[email protected]

How can I send an email from Sharepoint Online using sandbox solution?

How can I send an email from Sharepoint Online using sandbox solution?
If possible I do not want to use workflow.
Is It possible to do it without using workflow?

hello Steven Andrews,
when any user sends a message using contact us page in SharePoint online.
1. We are inserting item in Contact Us List . - This is working fine
for anonymous users also. We have used Office365 anonymous codeplex wsp and it is working fine. Anonymous user is able to insert new record in the Contact Us List.
2. Once, new record is inserted in Contact Us list, we want to fire email notifying thanks to the user on his email id as well as to our company x person for notification of new inquiry.
We tried using Workflow having impersonation step for anonymous user but it is not working for Anonymous users. Workflow is able to sent the email if someone logged into system but not working for Anonymous user although workflow is getting started
but not able to send email although used Imperonsation step.
We are stuck into implementing second step.

Cross domain call to Azure ASPX from SharePoint Online Site Collection

We have a ASPX page hosted on Azure that is creating a Zip of documents from a SharePoint Document Library against IDs that we are passing it through query string. Next we are flushing this ZIP as a download response to the client
browser so that user can save it somewhere on his machine. This is working as expected.
Next we are calling this ASPX from our SharePoint Online Site Collection. Sometime it takes time to create the ZIP & return to the client and therefore we want to implement a Progress Image showing something is happening at the server. We
have used window.open() method to call this ASPX and at the same time we are showing up the Progress Image. But due to same origin policy we are not able to track any window specific events in Internet Explorer to close the Progress Image when the response
returns to the client.
Please suggest a suitable workaround for this scenario. Any help would be greatly appreciated.
Thank you in advance!
Jitendra

Hi Jitendra,
According to your description, my understanding is that you want to call a aspx page hosted on Azure from SharePoint Online site and implement a progress image to show the progress happening at the server.
In your scenario, if you want to call the aspx page on Azure to create zip and return to the client, the better way is createing a web service and call it in clinet side. You can add the progress status in the custom code and then judge the status to
show correponding progress image.
Here is a detailed article for your reference:
How to Create and Deploy a Cloud Service
Best Regards
Zhengyu Guo
TechNet Community Support

Is it possible to change the layout of alerts from SharePoint Online

Is it possible to change the layout of the alert mails you get from SharePoint Online? If yes, then how?
Thanks.
Thomas Bomann, simplySO

Hi,
it is not possible for SharePoint online
check this thread
http://community.office365.com/en-us/f/154/t/14442.aspx
Kind Regards,
John Naguib
Senior Consultant
John Naguib Blog
John Naguib Twitter
Please remember to mark this as answered if it helped you

Migrating from SharePoint Online to an In House SharePoint Environment

What will be the method for clients to migrate from SharePoint Online to an In House SharePoint environment if the need arises in the future. I have had clients ask me this and I do not yet have a good answer.

Hi Michael,
Right now, to migrate off of SharePoint Online, it is a manual process. You would need to copy the documents, lists, etc. all manually (suggest creating list templates that contain the data). Third party tools like those offered by Quest, Metalogix, and Casahl also work in this scenario.
However, we realize this is not ideal. We have heard several requests in this area and are now exploring options to provide an automated way to get your data off of SharePoint Online.

How to make report with access 2010 from SharePoint Discussion lists 2013

HI,
I want to make an access report from SharePoint Discussion lists 2013. When i open the list with access, the body of the list is in HTML format in access. Also if i reply something to one subject in the discussion, the reply is not mapped to that subject
but instead it is shown as a separate entry in the database.
Anyone can please help?
SAN
Santhiya
Santhiya

Hi Santhiya,
I have seen a similar post from you, my understanding is that you wonder that the reply is mapped to the related subject. You can take a look at Daniel's reply in the following thread:
http://social.technet.microsoft.com/Forums/en-US/dfb5bcb9-0076-412a-b34f-46aa9cfba876/how-to-make-report-with-access-2010-from-sharepoint-discussion-lists-2013?forum=sharepointgeneral
Thanks,
Wendy
Wendy Li
TechNet Community Support

Export list from sharepoint online to Excel 2007 failed

Hello, Office365 sharepoint online, Office 2007 32bit, Win 8.0 x64. When I try to export a list to Excel, I get this error: You do not have adequate permissions to modify this list. Changes to your data cannot be saved.; This comes right after I am prompted
to enable data connections, and the Import Data dialog. Even I double check the permission for the list. I get this error on two different computers; I have tried several browsers (IE10, IE9 ;FireFox, Chrome). How do I fix this problem? Thanks.

are you using sharepoint 2010 or 2013 ? if you are using 2013 then remove office and install office from office 365 portal.. make sure you are signed in the office excel client application with the same username and password you are using for office 365
portal..give it a try !

Pre-requisites for e-Discovery from SharePoint Online to Exchange Online and On-prem

Hi,
I want to setup an O365 e-discovery site for SharePoint Online, Exchange Online and Exchange On-prem. My understanding is that to have e-Discovery from SPOnline to Exchange Online & Exchange On-prem, we need to setup Exchange hybrid with OAuth. Please correct
me if I am missing something. I have few questions regarding this setup -
1) Do we need to have Exchange 2013 On-premise for this setup? Or can it be done with Exchange 2010 too?
2) Is OAuth absolutely necessary for e-discovery to work between Exchange Online & On-prem? Or hybrid environment will work? Can OAuth be configured between Exchange 2010 On-prem and Exchange Online for e-discovery?
3) Any other pre-requisites?
Thanks.

Yes, you will need Exchange 2013 SP1 or later with OAuth configured to cross-premises eDiscovery searches in Exchange.
Additional information:
http://technet.microsoft.com/en-us/library/dn497703(v=exchg.150).aspx
Joseph Palarchio http://www.itworkedinthelab.com

Issue removing a site collection from Sharepoint Online

A sharepoint site owner deleted their site by going to site settings delete this site. This didn't remove the site collection from the Sharepoint Online admin portal in Office 365. When I attempt to delete here I get the following error "
Sorry, something went wrong
There is no site in the current site subscription matching the HiddenSiteSelection control's value.
I've tried running using Powershell commands to delete the site and I get an error.
What do I need to do to remove the site from the admin portal.
Thanks

HI,i would recommend run the PowerShell cmdlet to check if this website exists. Here are the detailed steps:
1. Set up the SharePoint Online Management Shell Windows PowerShell environment
http://technet.microsoft.com/en-us/library/fp161372.aspx
2. Run the command Get-SPOSite, it will return all site collections.
3. Check if the problematic public site collection is shown in the result. If it shows up, run another command to remove it. For example:
Remove-SPOSite -Identity https://expertsharepoint/sites/site1 -NoWait
This will remove the site collection named https://expertsharepoint/sites/site1 from the site collections list and moves it to the Recycle Bin.
4. Delete the site from the Recycle Bin:
Remove-SPODeletedSite -Identity https://expertsharepoint/sites/site1
Anil Avula[MCP,MCSE,MCSA,MCTS,MCITP,MCSM] See Me At: http://expertsharepoint.blogspot.de/

Communicate (CRUD) with CRM Online from SharePoint Online

Similar Messages

Maybe you are looking for