Objectives
During this lab, you will install the Microsoft Dynamics CRM List Component for Microsoft SharePoint Server 2010 and configure the settings in the application. Download all printscreen of this lab link
Task 1: Start the Microsoft SharePoint Foundation Sandboxed Code
Service
Detailed Steps
Click Start, click All Programs, select Microsoft SharePoint 2010 Products, and then click SharePoint 2010 Central Administration.
Click Manage Services on Server.
Locate the service named Microsoft SharePoint Foundation Sandboxed Code Service and click Start located under the Action column.
Task 2: Installation Instructions
Detailed Steps
Set Browser File Handling to Permissive
To set this, click Start, click All Programs, select Microsoft SharePoint 2010 Products, and then click SharePoint 2010 Central Administration.
Click Application Management and then click Manage Web Applications.
From the list of available sites, click Microsoft CRM SharePoint and then select General Settings
From the General Settings menu, select General Settings.
In the Web Application General Settings window, set the Browser File Handling setting to Permissive.
Click OK.
Activate the Microsoft Dynamics CRM List Component
Navigate to X:\Labfiles\ShareaPoint\Ch.2
Double-click the CRM 2011-ShraePointList-ENU-amd4.exe file
Select the Click here to accept the Microsoft Software License Terms checkbox and click Continue.
In the Browse for Folder window, expand the Computer node, expand New Volume (X), click the Ch.2 folder, and click OK
On the Setup for SharePoint List window, click OK
Open Internet Explorer.
Go to http://nyc-dc1/sites/crm.
Click Site Actions and then click Site Settings.
Under Galleries, click Solutions.
Click the white bar next to Current Usage (Today)
On the Solutions tab, in the New group, click Upload Solution.
Click Browse, locate the x:\Labfiles\SharePoint\Ch.2\crmlistcomponent.wsp file, click Open, and then click OK
Click Close
Place a checkmark next to the crmlistcomponent record in the view.
On the Solutions tab, in the Commands group, click Activate
Click Close
Configure the SharePoint components in Microsoft Dynamics CRM
A) Open Microsoft Dynamics CRM 2011 (http://nyc-dc1:81)
B) Click Settings, and then click Document Management.
c) Click Document Management Settings. This opens the Document Management Settings window. Here you can select multiple entries that will link to a particular SharePoint site.
Leave the check boxes already selected
On the window, enter http://nyc-dc1/sites/crm.
e) As soon as the wizard has validated the SharePoint URL, select which entity folders will be created in SharePoint in the context of Microsoft Dynamics CRM. Click the Based On Entity check box.
f) Select Account in the drop-down list.
g) Click Next.
h) In the dialog box that opens, click OK.
I) As soon as the Document Library Creation Statuses all equal Succeed, click Finish.
k) As soon as the integration is configured, browse to Sales and then click Accounts.
L ) Change the view to Active Accounts.
m) Find and open the account named Best o’ Things (sample).
n) Click Documents on the left navigation pane
o) When you receive the following message, a folder will be created in the location: http://nyc-dc1/sites/crm/account/Best o’ things_ (sample) click OK to continue, click OK.
P ) As soon as the folder is created, click New, and then click Document.
In the Add Document(s) window, click Browse and go to X:\Labfiles\SharePoint\Ch.2\ mscrmsharepointeula.txt.
Select that file and then click OK.
s) Close the Best o’ Things account form, by clicking the “X” in the upper-right corner of the form
Click Settings, click Document Management, and then click Document Management Settings
u) On the Document Management Settings window, click Case in the Select Entities box.
v) Click Next.
w) In the dialog box that opens, click OK.
z) After the Case entity status displays Success, click Finish.
x) Click Sales, and then click Accounts.
y) Change the Account view to Active Accounts.
z) Open the Best o’ Things account.
AA) on the account form, click Cases on the left navigation pane of the Best o’ Things record.
BB) Open the case named Contact Information Required (Sample).
CC) on the case form, click Documents
DD) on the message “A folder will be created in the location: http://nyc-dc1/sites/crm/account/Best o’
things_(sample)/incident/Contact information required (sample) click OK to continue, click OK.
EE) Click New and then select Document.
FF) In the Add Documents window, click Browse and then browse to X:\Labfiles\SharePoint\Ch.2\ mscrmsharepointeula.txt.
GG) Select that file and then click OK.
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