I am new to sharePoint and don't know very much about it.I want to sync my contacts from salesforce crm to sharePoint and vice-versa without any tool. What is best way to perform this activity and what problems can occurs in this process.
Is there any api or webservice concept behind then also suggest me.
any help would be appreciated.
Related
I am working on a project where I need to integrate MS Project Dashboard in my angular based web application with Node backend api. We want to embed MS Project dashboard in our application. However, I don't know if this is possible and if possible from where should I begin.
I can find references to PowerBI Dashboard integrations but can't find anything about MS Project dashboard integration, even on microsoft.
I am wondering if anyone can provide me a direction or can share any references.
In the end what I want to achieve is user can create project on msproject from our web application.
At this point the above functionality doesn't exists. But i remember a related uservoice item posted in the Microsoft uservoice/feature request. If you wish, go ahead, upvote it, so that it can be considered to be implemented.
I would like to write an Excel Task Pane app to interact with CRM Online - to take data from the Excel worksheet, process it and push it into a CRM entity record. My Excel users are on Office 365, as is CRM Online (obviously). We are using ADFS 2.0.
The specific problem I am experiencing is that I do not know how to get authentication to work for the Task Pane app: specifically, to the OData endpoint via JavaScript. Authentication is not my area, so I don't know how to precisely phrase this next requirement, but as we are using Office 365/CRM Online/ADFS then I need to use the logged-in user's Windows AD credentials to authenticate the request.
As far as I can tell, it is not possible to authenticate the Task Pane app directly with CRM Online, and I would like to know if that is known to be true, and if not what method(s) I can use.
I do know that there is a hack for indirect authentication published by a couple of people (http://survivingcrm.com/2013/12/connecting-crm-online-odata-feed-excel-2013-power-query/ or http://www.crmconsult.co.uk/connecting-to-crm-20112013-with-odata-in-excel-2013/) which authenticates the user via the CRM plug-in and then allows other OData connections to succeed - but it doesn't work for me, and I'm averse to rolling out functionality to users which relies on back-door methods.
In the end, I ended used using SOAP in VBA instead of oData in the Task Pane, which meant I was able to use Jason Lattimer's hard work from http://jlattimer.blogspot.co.uk/2015/02/soap-only-authentication-using-vba.html - I don't think there is any way I would have figured out the Authentication piece without that post, so many thanks to him.
I want to design an application to sync user information between local system and CRM online. I found we can't create user in CRM online through APIs directly as CRM on-premise. System said we only can add user through office 365 admin portal. But I have no idea about how to use office 365 APIs to create CRM online user. Did you guys encounter the situation before? Please help me, thanks!
Ok, let me answer my question. Right now if we want to operate Dynamics CRM Online User or License information, we need to operate Active Directory Graph Service associated with CRM Online. This Service is a web api based service. We can get the example code on "http://visualstudiogallery.msdn.microsoft.com/7e947621-ef93-4de7-93d3-d796c43ba34f", and current there is one helper library can be used you guys can download it on http://code.msdn.microsoft.com/windowsazure/Windows-Azure-AD-Graph-API-a8c72e18.
I'm developing a document management based on the crm sharepoint integrations at the moment. It is realy a nice way to take advantage of the sharepoint document capabilities inside crm 2011.
BUT!:
I see a huge drawback with this attempt, because the sharepoint security model differs from the crm security model. This way, even if a user has no acces to a account entity, for example, it is possible for him to go to the sharepoint site and look at the documents of this entity, because he got permissions on the list for his own account entities.
Why the heck there is no thread about this big security problem? Is there maybe a simple solution to get around this problem?
I hope someone is able to help me.
Best regards,
Gerrit
There exists a commercial out-of-the-box solution solving this problem from Connection Software company (http://connecting-software.com/index.php/en/solutions/products/cb-dynamics-crm-privileges-to-sharepoint-permissions-replicator).
Basically they deploy tiny plugin into CRM that collects all the event that can possibly require change of permissions. There is a extra service that is processing these events and writes folder-level permissions into SharePoint accordingly.
Eugh. Sharepoint.
In my opinion there is no easy way around this and there are other problems with the way it integrates.
I was on a project where we discussed options around this very issue but was moved on before we came to a conclusion.
My suggestion was to use the Sharepoint Security APIs to assign permissions on SP based on roles/events in CRM. All users start with no permissions in SP.
e.g.
User is assigned as owner in CRM - use plugin to call SP API to give permissions to that specific folder. Previous owner has permissions removed.
Opportunity is created. Use SP security API to give permissions to owner of Opportunity to the folder associated with the opportunity.
And etc etc and so on.
It isn't too pretty and depending on requirements could become particular pain to maintain and test, but I didn't see many other options.
But there are plenty of problems with SP integration I think I was lucky that I was moved on to another project!
I was wondering if is it possible to retrieve Office 365 directory information (i.e. security group membership) from SharePoint online programmatically (for example through a workflow custom action)?
By the way, I am not looking for retrieving Sharepoint group membership information.
I know the custom development is pretty limited with SharePoint online since the code has to run as a sandbox solution. Is there any web service or any another solution available?
I have been looking for information about this matter but I could not find anything so I guess there is no way to do this.
In our case there is an active directory synchronized with office 365. So we will use a powershell script to read data from AD and update a sharepoint list every day.
Then we will be able to use this data from custom code (like a workflow custom action).