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CRM Connection..

  Asked By: Dora    Date: Oct 17    Category: MOSS    Views: 921

Is there anyone can help me and tell me how can i add the CRM 4.0 web services
in MOSS BDC to connect to CRM Data.
My Problem or what i am trying to do is, how can i see my CRM data in any
SharePoint site.
I try one tool from http://www.bdcmetaman.com but it never works.



9 Answers Found

Answer #1    Answered By: Renata Burt     Answered On: Oct 17

Weird that the bdcmetaman can't do it. I thought it worked for web  services.
It's perhaps not a bad idea to send a mail to the guys of the bdcmetaman so that
they are informed and can do something about it. I suppose they are not aware of
the problem.

There is another tool  that you can use the bdc  Editor. It is part of the
SharePoint Server 2007 SDK that you can download from

Answer #2    Answered By: Lazaro Rutledge     Answered On: Oct 17

I think you are right about what you saying, Because i spent so muc time for
this to make it work, and finally i found this is not the right tool  to do this.
Anyway, have you tried this before, i mean did you work with CRM 4.0 with MOSS
2007 before, please if you have any resources or guides it'll be so nice from
your side.

Answer #3    Answered By: Karin Kerr     Answered On: Oct 17

Yes I already worked with the CRM web  services through the BDC, and if I
remember well I already pointed you to the article I wrote concerning a custom
field type using CRM data. If you download the source code, you can download the
source code here
(www.u2u.be/.../Article.aspx), including an
Application Definition File that can be uploaded into the BDC.

Answer #4    Answered By: Vinod Kumar     Answered On: Oct 17

I'll try now to start with this article and with this sample, but can i come to
you again if i have any problems?

Answer #5    Answered By: Jeffery Hayes     Answered On: Oct 17

You can always ask your question and I'll answer them as good as I can. Know
that I'm a SharePoint developer and not a CRM specialist but I'll do my best.

Answer #6    Answered By: Mohini Tiwari     Answered On: Oct 17

I am also a SharePoint Developer, but in same time i am a CRM Specialist.

Answer #7    Answered By: Natasha Bennett     Answered On: Oct 17

1- why do i need the SQLEpress when i install the BDC tools from the MOSS SDK,
do i need to use this, because acutely my SQL Server is in a separate Server and
MOSS with CRM in onther Server.

2- where do i need to install the CRM 4.0 mail Router if i have onther Server
hosting the Exchange Server 2003,
acutely, i have 3 servers: 1st is for Domain Controller, 2nd is for SQL Server
with Exchange Server 2003, and the last server is for MOSS 2007 with CRM 4.0 .

Answer #8    Answered By: Angel Matthews     Answered On: Oct 17

I don't know the answer to both of your questions. I think there is a
possibility to install the BDC tools without SQLExpress. I'm affraid you will
have to google.

Answer #9    Answered By: Ravindra Salvi     Answered On: Oct 17

I loaded BDC tools for testing and I do need a local SQL (either SQLExpress or
other edition). I also need the sample databases for practice labs. It's very
cool tools. Then, I can createsd BDC apps with my production SQL servers.

But, my connections to retrieve data  is slow and have problems with users'
credential getting to the SQL servers.

You can also use MS SharePoint Designer to create SP web  page to retrieve your
SQL data.

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