Custom integration of CRM Online to Sharepoint On-Prem
Goal: Develop custom module to integrate CRM online to Sharepoint On Premises (https to https, both are on https this way)
Business Need: Business do not want to store the documents in Sharepoint online or any other online
Process: I am going to explain in detail with example code but the steps to be followed:
1. Create Site collection and give permission with a test service account
2. Write Upload and Delete routines using sharepoint SDK
3. Create a webAPI project & publish on a HTTPS site if there is a requirement for SSL
4. Enable the CORS
5. Enable the conditional access on the CRM
6 Enable the security roles so that only those users can have access to the upload documents
7 Lock it down the WebAPI to be accessible by CRM Online https only
8. Write a javascript ajax Get/Post/Delete to call the WebAPI
9 Testing in Chrome fine but IE failed and we had to send GET in js first and then POST eventually worked
may be add a SP status button on-load in the html webresource to show the status of SP site collection that way you are awaking the webAPI https to https
Any questions let me know
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