I've been hunting all day trying to find some good examples/tutorials on how to pull data into Sharepoint 2013 from CRM 2011. The best thing I have found so far is a SP2010 example, but with VS2012 and SP2013 it seems like so much has changed, and trying to make that tutorial work isn't going well thus far.
I have no experience with SP; with CRM I have used the CrmSvcUtil.exe in the past to generate a class and use that within a .NET app in order to view/update data in CRM. I tried implementing this into my Visual Web Part, but I need to be able to add connection strings to the config file which it doesn't seem are recognized by the web part. I see that I can add a service reference to the CRM Organization service but I'm not sure if/how I can use that to query data. Any help is appreciated, or if anyone could point me in the direction of some good documentation. Thanks!
You have got couple of options.
(1) Use SharePoint 2013 client API.
Consume the client API from your CRM plugin / custom workflow to update the crm data to SharePoint 2013.
(2) Consume SharePoint 2013 webservices from CRM plugin / custom workflow.
I don't think this works in sandbox based solution.
I'm trying to build a Web part that takes data from Ui and write them into a Crm 2011 entity.
Does anybody know if is it even possible and by which ways?
Thanks!
You could take a look at using BCS:
Connecting SharePoint Online and CRM Online using BCS - 2013 Edition
Still not really seamless because you still need an intermediary application. The example only shows pulling CRM data into SharePoint but I believe it is supposed to be able to push data back as well.
I went to the Microsoft Visual Studio 2010 launch event in Minneapolis yesterday and was slightly surprised by how much they were trotting out SharePoint and improved SharePoint development in Visual Studio 2010.
SharePoint is something I've largely ignored over the years as a web developer and solution architect on a small development team. I was always under the impression that SharePoint was used mostly for intranets in large corporations, and that if you were developing for SharePoint, it meant that a corporate decision had been made to use it and you as a developer probably had few (if any) options.
I realize this assumption is probably incorrect. So, what are the "cool" uses for SharePoint? What unique business problems have you solved using it? What could make a developer excited to be working on something for SharePoint?
Document libraries in a Microsoft environment. There are many nice out-of-the-box features for managing documents.
Intranet sites that have permissions setup in such a way to allow business entities to control use of the site within their group.
Project requirements lists. List in SharePoint can be customized to some degree without ever programming.
As a conclusion so far, SharePoint is a blessing and a curse. It has a lot of value-adds, though anything outside that box is difficult change, but there are indeed many 'hooks' to do just that. WSS3.0 is free for Windows Server 2003, as is SP 2010 Foundation for Server 2008, so you can get quite a bit out of that without upgrading to MOSS or 2010 equivalent.
It's probably best used in intranet/extranet scenario's, true. There's many public facing internet sites built on it as well, if you find that cool :)
See http://www.topsharepoint.com/ (I built one of the top-10 sites ;)
It's definately not the best web content management platform but it is not bad and companies like people who have learned to manage their intranet to be able to seamlessly do the same for the internet site.
Personally I find it "cool" that I can deliver functionality quickly and without building the world from scratch (I've built enough document management solutionettes and prefer not to do it ever again). But if I have to custom build there's many footholds for customization and all of the .NET platform is available. There's workflow solutions that allow business users to customize their own workflows and not bug me with them. I'm sure there's plenty of other solutions out there that can do something similar but the integration with Microsoft Office and the rest of the Microsoft world is quite good IMHO.
I don't understand the antagonism against SharePoint and find it's mostly fueled by ignorance and people trying to use the platform for something it wasn't meant to do (like being a relational database). You will have to learn it; it's not like adding ELMAH to your project, it's a really big layer in your architecture.
I have been tasked with developing some large ERP applications (some legacy apps being rewritten and some new apps) in Sharepoint. As I've come up to speed in Sharepoint, I see the value and ease of creating team sites, and the examples I've found online and in books are all tailored to intranet department portals, or simple line-of-business apps for companies that don't have large legacy ERP systems. I have begun to believe that if one is going to create a large application that interfaces to several different legacy systems and spans several departments, that building custom webparts in Sharepoint just isn't the way to go.
Is Sharepoint a viable application framework for creating and hosting large ERP applications?
If so, can anyone please point me to references describing the architecture of such a system?
If not, can anyone please point me to references that I can cite as arguments for not using it?
As someone who has spent the last 15 years writing ERP applications I would say Sharepoint would be an extremely bad choice upon which to build an ERP product.
The Sharepoint table structures would be very ineffective for producing reports.
There is very limited capability for validating data.
There is no native support that I am aware of for maintaining the integrity of relation ships between documents.
Sharepoint works well as a portal into existing LOB applications, not as a platform to build a data-rich application on top of.
I'm currently deploying a ERP system written in Sharepoint for a client. I've been working on this for about a year now and from what I've seen, Sharepoint introduced as many obstacles as it made things more complicated.
Things made simpler:
Credentials automatically synced to AD.
Document handling and versioning out of the box.
Great Office integration.
Things that sucked:
You need to learn the Sharepoint way of doing things.
You have another dependency in your ERP.
It's pretty clunky.
I would recommend reading Real World SharePoint 2007: Indispensable Experiences From 16 MOSS and WSS MVPs before making a decision
I use SharePoint 2007 (MOSS) at work as part of a larger ERP installation. We heavily use the Business Data Catalog to interface with external systems and make their data visible and searchable within our MOSS portal.
In our architecture, CRUD operations on the ERP data are handled in our ERP line of business systems. MOSS and the BDC then pull the data out of the ERP database and display it as datagrids embedded in various portal pages. For example, the HR site has a MOSS page for tracking the current status of pending performance reports.
Another compelling feature of MOSS and the BDC is the ability to expose BDC datasources to the MOSS search service. For example, when a user searches for John Smith using MOSS search, the public ERP record for John Smith is inlined with the search results. Clicking on the link in the search results redirects the user to the right page in our ERP system, rather than taking them to a MOSS page.
We don't use MOSS exclusively as an ERP system, but we do use it as a presentation and reporting layer on top of our ERP system.
The MS Dynamics AX system utilizes Sharepoint extensively, in fact there are tool kits that allow users to build web parts and so forth that extract data directly out of the base AX objects. Here is a link that talks a little about the Sharepoint integration AX+SP. Currently there is still a significant portion of AX that does not reside within Sharepoint, but their direction appears to Sharepoint enable a significant portion of the application. I do not think that an entire ERP system could reside within the Sharepoint infrastructure, but from an MVC perspective it could certainly become your View infrastructure. It appears to me that this is the very direction MS is heading, but I'm just making hypothesis on their future plans.
Building custom webparts in SharePoint would not be the way to go for complex legacy systems.
SharePoint would still give you a lot of mileage if you created a custom navigation provider for the main navigation (based on an xml file for example). This would allow custom asp.net pages to display "like" they were still part of SharePoint, giving the illusion of one all encompassing app.
I think the only reason people want one huge application has more to do with Information Architecture, look and feel and findability than any technical architecture reasons.
A solution that creates separate websites for appropriate applications that are still skinned and linked into the SharePoint information architecture and still searchable from the main interface could solve the "need" for the "Enterprise" part of ERP, while still creating appropriate solutions for what are really separate applications.
The mental model I use is not so much building the apps "in" SharePoint, but creating a 'window" in SharePoint to expose the app.
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I have heard that Microsoft SharePoint was used by many companies. Could someone tell me briefly what is SharePoint and why is it popular?
What is SharePoint?
The latest version of Microsoft SharePoint software is really two different products:
Windows SharePoint Services is a free download for Windows Server. In the latest version, known as WSS v3, collaborative web sites templates include basic blog and wiki services along with list templates for Image Libraries, Document Libraries, Contact lists, Calendars, Tasks and much more.
Microsoft Office SharePoint Server 2007 or MOSS for short is built on Windows SharePoint Services. As a member of the Office Server product platform, it leverages the Microsoft Office client software to provide content on the web. Integration with Word, PowerPoint, Excel, Access and InfoPath provide rich web content from familiar content creation tools.
Why is it so popular
File Sharing
SharePoint originally became popular because it was an easy way to share documents on the web. Many organizations that adopted SharePoint in the 2003 versions capitalized on the ability to upload documents to Document Libaries and share those documents with others.
Company Extranets
One great example of this web based sharing, is a company extranet where users are not all in one location or authentication domain. Using form based authentication, accounts can be created for people across physical and company boundaries. By allowing one place for shared documents around a task rather than a corporate entity, SharePoint goes way beyond the common file share.
Content Management
There are plenty of other Content Management Systems, but MOSS incorporated the functionality of the previously name Microsoft Content Management System which itself often cost more than MOSS alone.
Search Search is greatly improved in SharePoint 2007 technologies. Search results are security trimmed, relevant and performant unlike the previous 2003 version. Bad search in SharePoint 2003 products lead to a lot of dissatisfaction with the product.
what is sharepoint
Sharepoint is really two different technologies: Windows Sharepoint Services (WSS) and Microsoft Office Sharepoint Server (MOSS). WSS is free and it comes with Windows Server 2003. MOSS isn't free.
WSS provides lots of out of the box functionality for managing documents and projects online. It manages documents in "document libraries." These are folders with permissions and different views of your documents. Projects, tasks, issues, or any tabular data, is managed in lists. Lists are similar to document libraries. They have permissions and views as well. It provides some simple search as well.
MOSS provides a better search (it's supposed to at least). It also has more publishing capabilities (WSS doesn't). And you have more control over page layouts. It's meant more for internet style sites while WSS is more for intranet sites.
and why is it popular?
WSS is popular partly because its free and partly because it just does so much out of the box. You can solve many common office requests with WSS. Stuff like issue trackers, project management and document management are trivial in WSS. That said, its a jack of all trades - good at many, master of none.
MOSS is probably less popular because its not free and having used it for a year, I don't see as much value in it as WSS. Search isn't that great. It does do a good job of creating a company directory.
I've been working with SharePoint since v.1 and I could tell you that SharePoint is a:
Document management server
Web content management server
Portal solution
Search engine
List-based repository
Collaboration site
Replacement for file shares
etc etc...
...but if I have to summarize in one sentence what SharePoint is I would say:
Sharepoint is Microsoft's Web OS.
That's real the secret of its success. Many people imagined the Web OS as something like these. A Web OS is not something that is meant to look like a desktop OS. A Web OS should be a WEB PLATFORM in which all sort of applications can be built on and users are able to collaborate with.
Think of SharePoint as the 2.0-era version of Windows :-)
Previous answers describe what sharepoint is, but don't do a good job describing why it's popular. Yes, it gives you all that neat doc-management stuff out of the box. Yes, it integrates tightly with Office.
The OOB features are 1/10th of the whole story. Sharepoint exposes a comprehensive .Net object model that lets you customize the thing to your hearts content. People are coding amazing things with MOSS 2007. With the object model, you can build and customize sites via code, in response to external events. You can write custom "web-parts" (controls hosted on special pages) that consume both internal (sharepoint) and external data.
Check out Sharepoint Blogs to see what people are doing with it.
Very good points so far but I'll try my best to add something. :)
SharePoint is not just 2 technologies. It is a set of products and technologies brought together by Microsoft into one immense product that comes in 2 flavors. The 2 flavors are Windows SharePoint Services (WSS) and Microsoft Office SharePoint Server (MOSS). MOSS does come in standard and enterprise.
[Some of the technologies used in SharePoint: Windows Workflow Foundation, ASP.NET, Web Parts, XML (included XPath, XSLT, etc), SQL, Web Services - to name a few I can think of off the top of my head]
No matter the version you choose, SharePoint allows for web-based capabilities to allow users to create, organize, distribute, and maintain information. Because of this, the most common uses for SharePoint sites are intranets and project/team sites.
SharePoint also has incredible possibilities as an application platform. Looking at the web part and workflow pieces alone you can begin to realize the potential. For example, automation of authorization processes within an organization can quickly be developed without any code using SharePoint Designer. (FYI: more complex workflows would require Visual Studio but many simple workflows can be designed using the point and click functionality of SharePoint Designer)
While MOSS only extends upon the WSS, it does add a large amount of functionality that can be very important and useful to a business. Some of the more important features available in MOSS and not in WSS are: records management, document retention and auditing policies, browser based forms (InfoPath forms without installing InfoPath on client machine), and some of the business intelligence capabilities. Amazingly we're seeing interest in the social networking features of MOSS too. (easy to read list of features not in WSS that MOSS has)
Why is SharePoint used? I was doing some research not to long ago on this exact subject and I found a research study that cited 5 key benefits:
Ease of information access
Streamlined internal communication
Increased end-user productivity
Optimized document management practices
IT time savings
Sorry if that turned into a bit of a ramble.
It's a collaboration website. All of the members on a team can update a single calendar and upload shared documents to a single repository.
I think in this case Wikipedia have it right
Windows SharePoint Services (WSS) is the basic part of Microsoft SharePoint, offering collaboration and document management functionality by means of web portals, by providing a centralized repository for shared documents, as well as browser-based management and administration of them. It allows creation of Document libraries, which are collections of files that can be shared for collaborative editing. SharePoint provides access control and revision control for documents in a library.
In a nutshell Sharepoint is all about corporative management and collaboration features. Your company have a Windows 2003 server? Here you go. WSS 3.0 is here up and running.
SharePoint is the reason I'm considering taking advantage of a suicide booth.
In all seriousness, the rest of the answers are spot on. The differences between WSS 3.0 and MOSS 2007 commonly trip people up ("why pay for MOSS when WSS is free?" for example). SharePoint is a very complex and rich product that is integrated into other Microsoft applications, like Project Server 2007 and Team Foundation Server.
Why should you care about it? It depends. There are quite a few opportunities out there for experienced SharePoint developers and administrators. It can very quickly become the singular focus of your career if you decide to put a lot of effort into learning it.
Microsoft Office Sharepoint Server (MOSS) is a combination of two previous products, Microsoft SharePoint and Microsoft Content Management System.
It has a large number of features out of the box that are very desirable for any single system, including hosting files with customisable metadata. Page and file publishing that is enabled for end users, excellent search... the list goes on.
Essentially it is designed to enhance and organisations collaboration activities across the entire enterprise, leveraging the organistations existing Office application to create an enterprise system.
Sharepoint, MS OFFICE proxy circa 2003...
remember when you emailed a copy of that word doc out to the whole company, that's what sharepoint is for, but apparently you missed the introductory gotomeeting training course.