CRM 2011 and Sharepoint Integration

Well studying for the CRM 2011 installation exam I have got onto the area of SharePoint.

CRM 2011 brought some great improvements with some integration with SharePoint.

The course I am studying says the following SharePoint editions is required

  • Microsoft SharePoint 2010 (all editions)
  • Microsoft Office SharePoint Server (MOSS) 2007
  • Windows SharePoint Services 3.0

If you are integrating not with SharePoint 2010 then you have to create the folders in SharePoint and they are just displayed in CRM 2011 but if you integrate with SharePoint 2010 then CRM 2011 can create folders in SharePoint.

I haven’t tried integrating with older SharePoint version and quite frankly I hope don’t have to, my knowledge of SharePoint is rather murky and it usually takes me ages to work out how to do anything with it.

For those of you who have integrated CRM 2011 with SharePoint 2010 you will have had to run a script to get the SharePoint Grid working.  The notes for this say if it isn’t installed then SharePoint data will appear in an IFrame, which is the way the data is displayed in older versions of SharePoint.