Clear Integration of MS Dynamics CRM2011 to SharePoint

MS has provided good integration point on MS Dynamics CRM with SharePoint document management. In order to integrate SharePoint document management with Dynamics CRM, you must install CRM List Component on SharePoint and configure Dynamics CRM for SharePoint. I am not going to cover those two tasks from this article and please follow below two articles to complete those two tasks.

1. Introduction to SharePoint Integration with Microsoft Dynamics CRM
2. MS CRM 2011 SharePoint List Component Installation

Even though integration was done fairly well, I encountered that there are few issues with that integration and they are:

Problems:

1. If the primary field of the entity record has no value set, integration to SharePoint document management will be broken for particular record and CRM throws an error with message "Both absolute URL and relative URL cannot be null". It shows that error just because of value of primary field is used create relative URL(folder name in SharePoint Document Library created for the entity) for holding documents saved for particular entity record and it cannot have blank value.

2. If there are two records with same primary field value (e.g. two contacts with same name) in CRM, documents saved will be shared with both the records.

In order to fix above two issues I have come up with solution and thought it will be beneficial for others as well.

Solution

We can create common plugin, which can be registered with any entity that you need SP document management enabled and do below tasks within create method of a plugin to fix above issues. Concept behind the solution is, plugin will create SP document location in CRM and folder in SP up-front, when the CRM record is created. So then when you click on Documents link in CRM record, CRM won't try to create SP document location using value in primary fields and use the detail of a record that have been created by plugin already.

1. Get Sharepoint Parent Site LocationId in CRM using default SP site URL and target entity name.

Guid sharepointParentSiteorLocationId = GetSharepointParentSiteorLocationIdByEntity(orgServiceContext, sharePointURL, target.LogicalName);

/// <summary>

/// Get Sharepoint ParentSiteorLocationId By Entity

/// </summary>

/// <param name="orgServiceContext">Organization Service Context</param>

/// <param name="defaultSharePointSiteURL">Default SharePoint SiteURL</param>

/// <param name="relativeUrl">Relative Url</param>

/// <returns>Returns ParentSiteorLocationId</returns>

public Guid GetSharepointParentSiteorLocationIdByEntity(YourOrgServiceContext orgServiceContext, string defaultSharePointSiteURL, string relativeUrl)

{

    Guid retVal = Guid.Empty;

    var query = from sp in YourOrgServiceContext.CreateQuery<SharePointSite>()

                join sd in YourOrgServiceContext.CreateQuery<SharePointDocumentLocation>()

                        on sp.SharePointSiteId equals sd.ParentSiteOrLocation.Id

                where sp.AbsoluteURL == defaultSharePointSiteURL

                && sd.RelativeUrl == relativeUrl

                select new

                {

                    SharepointParentSiteorLocationId = (Guid)sd.SharePointDocumentLocationId

                };

    if (query != null && query.FirstOrDefault() != null)

    {

        retVal = query.FirstOrDefault().SharepointParentSiteorLocationId;

    }

    else

    {

        retVal = CreateSharepointParentSiteorLocationId(orgServiceContext,         defaultSharePointSiteURL, relativeUrl);

    }

    return retVal;

}

/// <summary>

/// Create SharePoint Document Location

/// </summary>

/// <param name="orgServiceContext">Organization Service Context</param>

/// <param name="defaultSharePointSiteURL">Default SharePoint Site URL</param>

/// <param name="targetEntityName">Target Entity Name</param>

/// <returns>Returns ParentSiteorLocationId</returns>

public Guid CreateSharepointParentSiteorLocationId(YourOrgServiceContext orgServiceContext, string defaultSharePointSiteURL, string targetEntityName)

{

    Guid retVal = Guid.Empty;

    SharePointSite defaultSharePointSite = this.GetSharePointSiteByUrl(orgServiceContext, defaultSharePointSiteURL);

    if (defaultSharePointSite != null)

    {

        SharePointDocumentLocation sharePointDocumentLocation = new SharePointDocumentLocation();

        sharePointDocumentLocation.RelativeUrl = targetEntityName;

        sharePointDocumentLocation.ParentSiteOrLocation = new EntityReference(SharePointSite.EntityLogicalName, defaultSharePointSite.Id);

        sharePointDocumentLocation.Name = "Documents on Default SharePoint Site";

        orgServiceContext.AddObject(sharePointDocumentLocation);

        orgServiceContext.SaveChanges();

        retVal = sharePointDocumentLocation.Id;

    }

    return retVal;

}

/// <summary>

/// Get SharePoint Site By Url

/// </summary>

/// <param name="orgServiceContext">Organization Service Context</param>

/// <param name="defaultSharePointSiteURL">Default SharePoint Site URL</param>

/// <returns>Returns SharePointSite Entity</returns>

public SharePointSite GetSharePointSiteByUrl(YourOrgServiceContext orgServiceContext, string defaultSharePointSiteURL)

{

    SharePointSite retVal = null;

    var query = from sp in orgServiceContext.CreateQuery<SharePointSite>()

                where sp.AbsoluteURL == defaultSharePointSiteURL

                select sp;

    if (query != null && query.FirstOrDefault() != null)

    {

        retVal = query.FirstOrDefault();

    }

    return retVal;

}

2. Create SP folder up-front. Folder name will be GUID of a target entity record.

CreateSubFolder(sharePointInternalURL, target.LogicalName, target.Id.ToString());

/// <summary>

/// Creates the sub folder.

/// </summary>

/// <param name="siteUrl">The site URL.</param>

/// <param name="serverRelativeUrl">The server relative URL.</param>

/// <param name="folderName">Name of the folder.</param>

/// <returns>

/// The Folder Path.

/// </returns>

public string CreateSubFolder(string siteUrl, string serverRelativeUrl, string folderName)

{

    string retVal = string.Empty;

    using (ClientContext clientContext = new ClientContext(siteUrl))

    {

        clientContext.Credentials = CredentialCache.DefaultCredentials;

        Folder folderD = clientContext.Web.GetFolderByServerRelativeUrl(serverRelativeUrl);

        clientContext.Load(folderD);

        clientContext.ExecuteQuery();

        Folder folderD1 = folderD.Folders.Add(folderName);

        clientContext.ExecuteQuery();

        retVal = string.Format("{0}{1}", serverRelativeUrl, folderName);

    }

    return retVal;

}

3. Create SP document location in CRM. CRM will use these detail to point to a correct location of SP.

CreateSharePointDocLocation(orgServiceContext, target.LogicalName, target.Id, sharepointParentSiteorLocationId, target.Id.ToString());

/// <summary>

/// Create SharePoint Document Location

/// </summary>

/// <param name="orgServiceContext">Oraganization Service Context</param>

/// <param name="regradingObjectName">Regrading Object Name</param>

/// <param name="regradingObjectId">Regrading Object Id</param>

/// <param name="spParentLocId">SP Parent Location Id</param>

/// <param name="relativeUrl">Relative Url (in our cases Guid of a target record)</param>

/// <returns></returns>

public Guid CreateSharePointDocLocation(Container.PeopleworksServiceContext orgServiceContext, string regradingObjectName, Guid regradingObjectId, Guid spParentLocId, string relativeUrl)

{

    Guid retVal = Guid.Empty;

    Container.SharePointDocumentLocation spDocLoc = new Container.SharePointDocumentLocation

    {

        Name = "Documents on Default Sharepoint Site",

        Description = null,

        // Set the Regarding Object id

        RegardingObjectId = new EntityReference(regradingObjectName, regradingObjectId),

        // Set the Parent Location ID

        ParentSiteOrLocation = new EntityReference(Container.SharePointDocumentLocation.EntityLogicalName, spParentLocId),

        RelativeUrl = relativeUrl

    };

    // Create a SharePoint document location record named Documents on Default Site 1.

    orgServiceContext.AddObject(spDocLoc);

    orgServiceContext.SaveChanges();

    retVal = spDocLoc.Id;

    return retVal;

}

If you have any question or suggestions on this please feel free to post a comment below.

Cheers....

CRM 2011/2013 Custom Validation tool is not loading web resources.

CRM 2011/2013 Custom Validation tool is not loading web resources if the content of any of the web resource is blank. Thanks Linna to find  the issue.

Solution can be found from here http://community.dynamics.com/crm/f/117/t/97355.aspx#.UgsZoZJkNfI

Cheers..

Update FetchXML and Refresh sub grid in supported way on rollup 12 and later

Below function can be used to change the fetch XML and refresh the Grid control. This is 100% tested and working without an issue with even latest UR 14 on IE, Chrome and Firefox. I haven't access the DOM directly here since it is not supported.

function PopulateGridFetchXML(sourceFunctionName, subGridName, fetchXML) {

    var subGrid = Xrm.Page.getControl(subGridName);

    if (subGrid._control.get_innerControl() == null) {

            setTimeout(sourceFunctionName, 1000);

            return;

    }

    subGrid._control.get_innerControl().SetParameter("fetchXml", fetchXML);

    // Refresh the grid

    subGrid.refresh();

}

Cheers,

Duplicate views in List of Activity views in Microsoft Dynamics CRM 2011 (to be used asynchronously),

When you imported CRM solutions into  any environment, you might see that activity views have been duplicated.

Below article will show you how to fix that duplicate issue.

http://support.microsoft.com/kb/2637480

--Thsuhara M--