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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to get MOSS to pul...
Microsoft Dynamics CRM (Archived)

How to get MOSS to pull off CRM 4.0 data

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Posted on by Robert Hardy 40

Hi Everyone,

 I wonder if anyone can shed some light on a task I have been given.

 We currently have some forms within CRM 4.0 which contain various contact/contract data (company name, cost of contract, contract level etc).

 We would like to take this data and have it appear in MOSS. So essentially, when the admin team update this data on CRM in their day to day duties, it will update MOSS accordlingly.

I understand there maybe some potential development work here, I was wondering if anybody could pass over any advice on how to do this/the best way?

Many Thanks

Robert

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  • Leon Tribe Profile Picture
    Leon Tribe 7,034 on at
    Re: How to get MOSS to pull off CRM 4.0 data
    I've not done it but the Microsoft downloads have a CRM web part they released quite recently which may be worth checking out. Leon Tribe Want to hear me riff on about all things CRM? Check out my blog http://leontribe.blogspot.com/
  • Robert Hardy Profile Picture
    Robert Hardy 40 on at
    Re: Re: How to get MOSS to pull off CRM 4.0 data

    Thanks.

    This looks good.

    However, I have installed it on the MOSS Server, and set it up and sure enough it appears all ok on the MOSS Server. All the CRM content I wish to display, does appear.

    However - when I connect to MOSS from any other machine other than the MOSS Server itself, a message comes up;

    Unable to communicate with Microsoft Dynamics CRM at http://servername/.

    Verify that you can access http://servername/ using microsoft internet explorer.

    If you continue to have problems, ask your SharePoint administrator to verify that trust for delegation is configured properly as specified in http://support.microsoft.com/kb/832769/.

    I went into AD on the domain controller and set delegation against the MOSS server and CRM just to be sure, but no luck....

    Any ideas??

  • Leon Tribe Profile Picture
    Leon Tribe 7,034 on at
    Re: Re: Re: How to get MOSS to pull off CRM 4.0 data
    Robert, By sheer coincidence, this got posted today: http://blogs.msdn.com/crm/archive/2009/01/14/trust-for-delegation-in-list-web-part-for-microsoft-dynamics-crm-4-0.aspx Hopefully this will fix it up. Leon Tribe Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/

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