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Posted 18 May 2007

Microsoft Office Sharepoint Server 2007(MOSS 2007) And Microsoft CRM Integration

, 17 Mar 2008
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The purpose of the integration is to create collaboration sites on SharePoint 2007 as new accounts or opportunities are created in Microsoft CRM.


The purpose of the integration is to create collaboration sites on SharePoint 2007 as new accounts or opportunities are created in Microsoft CRM.

Whenever a new account or opportunity in Microsoft CRM is created, a workflow will be triggered. The workflow will execute a .NET assembly called "{SomeName}.dll". This assembly is responsible to create the corresponding collaboration site on SharePoint server.

Using the code

[__strong__]Workflow Architecture  See figure Workflow rule.jpg

Code to Apply Logo to Sharepoint Site

private static void ApplyLogoToSharepointSite( string siteName , string entityName)
 SPGlobalAdmin globalAdmin = new SPGlobalAdmin();
  string siteURL = ConfigurationReader.GetSharepointSiteUrl(); 
 SPVirtualServer dashboaordServer =       globalAdmin.OpenVirtualServer(new Uri(siteURL));
Microsoft.SharePoint.SPWeb _web =   dashboaordServer.Sites["sites/"+siteName].RootWeb;
  Logger.Instance.LogComment( _web.Url );
if (_web != null)
_web.AllowUnsafeUpdates = true;
_web.SiteLogoUrl =  ConfigurationReader.GetSharepointSiteLogoUrl(entityName);


Points of Interest

Creating Workflow rule in CRM

1.Open Work flow manager.

WorkFlowRule1.jpg(see in document)

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WorkFlowRule2.jpg(see in document)

WorkFlowRule3.jpg(see in document)

Here we specify the parameter value which will be passed from workflow rule to .net assembly code. We need to pass the accountid and opportunityid respectively for Accounts and Opportunities.

WorkFlowRule4.jpgDownload - 2,475.7 KB

Then after successfully creation of workflow rule, we need to activate the workflow rule.


Update will be coming very soon.............


This article, along with any associated source code and files, is licensed under The Code Project Open License (CPOL)


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Comments and Discussions

GeneralSharepoint and MS CRM 3.0 not on same machine Pin
inge-andre1-Sep-08 3:26
memberinge-andre1-Sep-08 3:26 
QuestionHow to open sharepoint site when probablity reaches 65 automatically Pin
Sonia1623-Jun-08 5:32
memberSonia1623-Jun-08 5:32 
Questiona question on the code to create sites Pin
jolee234-Mar-08 16:47
memberjolee234-Mar-08 16:47 
AnswerRe: a question on the code to create sites Pin
Avinish Awasthi17-Mar-08 3:25
memberAvinish Awasthi17-Mar-08 3:25 
GeneralTrying to get it working Pin
Jabbo13-Dec-07 4:33
memberJabbo13-Dec-07 4:33 
GeneralRe: Trying to get it working Pin
Avinish Awasthi17-Mar-08 3:28
memberAvinish Awasthi17-Mar-08 3:28 

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