Introduction
The purpose of the integration is to create collaboration sites on SharePoint 2007 as new accounts or opportunities are created in Microsoft CRM.
Whenever a new account or opportunity in Microsoft CRM is created, a workflow will be triggered. The workflow will execute a .NET assembly called "{SomeName}.dll". This assembly is responsible to create the corresponding collaboration site on SharePoint server.
Using the code
Workflow Architecture See figure Workflow rule.jpg
Code to Apply Logo to Sharepoint Site
private static void ApplyLogoToSharepointSite( string siteName , string entityName)
{
SPGlobalAdmin globalAdmin = new SPGlobalAdmin();
string siteURL = ConfigurationReader.GetSharepointSiteUrl();
SPVirtualServer dashboaordServer = globalAdmin.OpenVirtualServer(new Uri(siteURL));
Microsoft.SharePoint.SPWeb _web = dashboaordServer.Sites["sites/"+siteName].RootWeb;
Logger.Instance.LogComment( _web.Url );
if (_web != null)
{
_web.AllowUnsafeUpdates = true;
_web.SiteLogoUrl = ConfigurationReader.GetSharepointSiteLogoUrl(entityName);
_web.Update();
}
Points of Interest
Creating Workflow rule in CRM
1.Open Work flow manager.
WorkFlowRule1.jpg(see in document)
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WorkFlowRule2.jpg(see in document)
WorkFlowRule3.jpg(see in document)
Here we specify the parameter value which will be passed from workflow rule to .net assembly code. We need to pass the accountid and opportunityid respectively for Accounts and Opportunities.
WorkFlowRule4.jpgDownload Proteans.zip - 2,475.7 KB
Then after successfully creation of workflow rule, we need to activate the workflow rule.
History
Update will be coming very soon.............
