MerijnvanMourik
Fri Jun 15 13:01:01 CDT 2007
Hi,
I would like to take a look at the CRM 3.0 webpart. The new WSS3/MOSS2007
webpart could provide functionality to connect to other webparts. I did not
check it out yet. If you want to do it without it, I guess you still will
need the Microsoft CRM SDK.
A last option which comes up onto my mind: if you are able to read records
from the views in the crm database, you could connect to the view
FilteredAccounts. And populate the list from this database view.
Best regards,
Merijn van Mourik
http://crmerijn.blogspot.com/
"Martin Edelius" wrote:
> Hi Merjin.
>
> Is this the only way to do it? Is there's no functionality to extract the
> accounts from CRM into a SharePoint list and then use that list as a lookup
> value in a form?
>
>
> -- Martin
>
>
> "Merijn van Mourik" wrote:
>
> > Hi Martin,
> >
> > Create a webservice on top of Microsoft CRM. And use a JavaScript to get the
> > values, and populate the drop down lists. A point to start with is the
> > Microsoft CRM 3.0 SDK (Chapter Client Programming Guide, Client Side
> > Scripting, Accessing Web Services).
> >
> > Best regards,
> >
> > Merijn van Mourik
> >
http://crmerijn.blogspot.com
> >
> > "Martin Edelius" wrote:
> >
> > > Hi all.
> > >
> > > Is it possible to gather data from CRM 3.0 ("Accounts" in our case) and use
> > > it to populate a drop down field in a SharePoint form?
> > >
> > > We're running MOSS 2007 Enterprise so BDC is an option if need be.
> > >
> > > I haven't checked out the downloadable web parts for CRM connectivity yet
> > > but as far as I can tell they're not for this kind of functionality.