Microsoft CRM 4 and Sharepoint 2007

If I understand your question correctly, you want to:

(1) Open SharePoint
(2) Present a list of Accounts that the user can select from
(3) When an Account is selected, present the user with a list of documents that are attached to this Account

I am assuming you are using the VPC image that Microsoft makes available (which includes both MOSS and CRM 4).

Handling item #2 can be one by using the SharePoint list webpart for CRM.  In short, this is an add-on that lets you present a list of items from any CRM entity directly withing SharePoint.  This is a free add-on provided by Microsoft and can be downloaded here:
http://www.microsoft.com/downloads/details.aspx?FamilyID=3B6EB884-EC15-4288-A2A3-D0B47E057458&DisplayLang=en

Once you accomplish item #2, you should also be able to handle item #3 - you will create a second list web part in SharePoint for the notes/attachments entity.  You will then use a Field-Field connection between the two CRM list web parts.  The Notes/Attachments web part would be a "subscriber" to the account web part (which would the provider).  The provider would furnish the GUID which would be used to filter the list of documents.


A few important notes about CRM/SharePoint integration:

* Users of the SharePoint web part, to my knowledge, will have to be fully licensed CRM users (i.e. you could not use this to develop a customer or partner portal unless you planned to license each of those external users - for this you would want to get an External Connector license and use something like the eService Portal or a third party tool)

* Users of the SharePoint web part need to have appropriate SharePoint and CRM permissions.

Hi,

Rhanks for the answer above, I have got the webpart working so I now can view a list of account from a view in CRM cool little thing there :-)

But I need help to get to the next step, so I can list the documents that the account owns.

So if I try to explain my goal gain.

I want from CRM to be able to open an account and from there have a tab with an iframe in, where it opens up the sharepoint view with the documents that belongs to the account, and it should be possible to upload new documents or create them directly from there.

Is there any way to do this?

Hi Again,

Thanks for the quick answer, I wil try to follow the links you have sent.

I will close the question here as I think there should be an solution in some of that you have sent :-)

Again thanks for your help!