CRM 2011 – SharePoint 2010 Setup Instructions

I was trying to get the CRM and SharePoint 2010 intergration working.  It had created the folders in SharePoint for the entities and I could see the SharePoint site in the document management settings.

But (and there is usually a but) I was getting an error when trying to view the SharePoint folders in CRM 2011.

I wasn’t sure what was going on because we had three different people who might have installed something or might not of.

The error message was

The action buttons are disabled because the SharePoint server that you are using does not allow HTC component files.  to enable the buttons, contact your system administrator.

 

now I had been reading about this so I had a good idea what is was, there is a component that needs to be installed in SharePoint that lets CRM browse the folders and you have download the extension and then put in the CRM url to allow it through the filter/security.

I copied the instructions below  from here

Setup and Deployment Known Issues

Prerequisites for Microsoft SharePoint and Windows SharePoint Services

  1. Microsoft SharePoint Server 2010 must be installed before installing the Microsoft Dynamics CRM List component.
  2. The Microsoft Dynamics CRM List component must be installed on the server that is running Microsoft SharePoint Server 2010 by a Microsoft Dynamics CRM administrator who has permissions for site collection administration on the SharePoint server. The administrator must uninstall the old version of the Microsoft Dynamics CRM List component and install the new component because component upgrade is not supported.To install the Microsoft Dynamics CRM List component:
    1. Go to the Microsoft Dynamics CRM List Component for SharePoint Download page.
    2. Click Download, and save the file to the desired location.
    3. Open your browser.
    4. In the address bar, type the URL of the site collection on which you want to install the Microsoft Dynamics CRM List component.
    5. Click Site Actions, and then click Site Settings.
    6. Under Galleries, click Solutions.
    7. On the Solutions tab, in the New group, click Upload Solution.
    8. Click Browse, locate the crmlistcomponent.wsp file, and then click OK.
    9. On the Solutions tab, in the Commands group, click Activate.

    If you are using Microsoft SharePoint Server 2010 (On-Premises), you must add .htc extensions to the list of allowed file types:

    1. Copy the AllowHtcExtn.ps1 script file to the server that is running Microsoft SharePoint Server 2010.
    2. In the Windows PowerShell window or in the SharePoint Management Console, run the command: AllowHtcExtn.ps1 <Web Application URL>.Example: AllowHtcExtn.ps1 http://servername

      For more information, see the Microsoft Dynamics CRM List Component for Microsoft SharePoint Server 2010 Download page.

 

4 thoughts on “CRM 2011 – SharePoint 2010 Setup Instructions

  1. johnthepro June 21, 2012 / 4:39 pm

    You can also set the File Permissions type from “Strict” to “Permissive” and resolve this error.

    Like

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