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Integrate CRM 3.0 and Sharepoint 2010

Posted on 2011-03-09
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Last Modified: 2012-05-11
I am trying to create a SharePoint website for my company. I want to integrate my existing CRM 3.0 to the SharePoint 2010 site. I have done some research and found there are two ways to do this, one being through a dashboard and the other through webparts. I am having trouble with both options, I can't seem to link the two.

My setup...

CRM 3.0 is fully functional with its own SQL database.
SharePoint 2010 has been installed on a fresh copy of Windows Server 2008 with its own SQL Express database (Does it matter that there are two different SQL databases?). Both are on the same network and I was able to integrate SharePoint 2010 and Outlook 2010.

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Question by:bmtservicedesk
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psv1973 earned 2000 total points
ID: 35083484
First of all I wouldn't run SharePoint ina production environment on SQL Express, however it shoudl not affect your integration

What have you tried so far to connect the SharePoint and CRM?

Have you tried BCS?

http://msdn.microsoft.com/en-us/magazine/ee819133.aspx

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by:bmtservicedesk
ID: 35088392
This is an excellent site which got me pretty far but when I get to "Add Connection" I was successfully able to added my SQL database which has my CRM information but then I hit the + next to tables it gives me an error "Cannot complete Refresh" - Skipping the following table because it is not configured for use: AccountBase Line 1: Incorrect systax near '('.
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Author Comment

by:bmtservicedesk
ID: 35140588
When I go to "external content types" and then "Add Connection" and successfully add my SQL database (tables, views, routines), is the reason I cannot view the "table" folder because the SQL database is version 2005? Can anyone confirm this? The only folder that is viewable is "routine".
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LVL 6

Expert Comment

by:psv1973
ID: 35146749
SQL 2005 or later should be fine:

http://msdn.microsoft.com/en-us/library/ee557243.aspx
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