Integrate MS Dynamics CRM 2015 With Microsoft SharePoint 2013

Provide a complete step by step process on how to integrate Microsoft Dynamics CRM with Microsoft SharePoint using the out-of-the-box configuration tools provided by Microsoft for both platforms.
Step 1:Firstly, you'll want to create a new collection in SharePoint to keep your files separate.
Step 2: We need to setup SharePoint for this List Component. For that download the List component for the correct version of CRM and upload it into the Solutions Gallery of SharePoint.


Step 3:  Activate the solution and be sure that the Status is activated.

You may get errors in activation. To rectify, make sure the Microsoft Dynamics CRM Sandbox Processing Service and Microsoft SharePoint foundation Sandboxed Code Service services are started.

Step 4: Then  Click on CRM -> Settings -> Document Management as shown below.

Step 5: You will settings available under the document management settings.

Step 6: Click on Document Management Settings, enter the SharePoint site URL where you want to save documents. Click Next. In case you don't have the Microsoft Dynamics CRM List Component it will give you the following warning.


Step 7:  Document management can be enabled for those entities in Microsoft Dynamics CRM that can be customized. By default, document management is enabled only for the following entities in a new installation of CRM.
 Account
 KbArticle
 Lead
 Opportunity
 Product
 Quote
 SalesLiterature
You can enable document management for an entity, as shown below.


Step 8: Once document management is enabled for an entity, you will see the option for documents as shown below.

Step 9:  You can add document location for this entity assuming the location is created and the appropriate permissions are set on SharePoint.

Step 10: And if everything goes right, you will see the familiar (at least to me) interface of SharePoint from within Dynamics CRM as shown below. You can start uploading documents and use document management functionality.

Step 11: In case you do not want to manage the folder structure on your own and let CRM make it for you, if the CRM List Component is installed correctly, you get an option for creating a folder structure based on the entities.
 

CRM users and non-CRM users can work together to achieve common business goals through improved communication by this integration.

CRMAF Querys:Multiple Records in Dynamics CRM and SSRS Run on

In Dynamics CRM, when we create a report in SSRS we can choose to add filtering so it can be run on a record based, or multiple records based  from CRM.
Say we want to create a custom invoice report, which contains our company logo, and some details about the invoice and line items. This will typically be a 1 page report, which would run on one Product at a time.

Now say we need to print these invoices out every day, of which there could be upwards of one hundred invoices to run and print at once. Opening each invoice and running the report individually is tedious, and in an automated system like Dynamics CRM, there should be an easier way.
We can make the report available to run on multiple records, however because of the way it’s designed, it will only print one page. Additionally, the line items from all Prodcuts will be displayed in the table, which is not right.
What we really need is the report to run separately for each invoice, but the only way to do this using a single report is to put everything in a repeating table. Unfortunately, we cannot put a repeating table inside a repeating table, so the line items cannot be added.

1)First we need to make a few minor adjustments to the original report query. Instead of getting all invoices and using CRMAF for filtering, we need to add a WHERE clause with a parameter for the invoiceid. Something like this (note this example is using SQL, but the same rules apply for FetchXML):

SELECT  id ,name WHERE filteredproducts P
INNER JOIN filteredcategory CP on CP.productid=P.ID
WHERE P.ID=@ID

2)Next we need to edit the parameter properties to make it hidden, and we should also specify a default value using the ID of an Products from our system so that we can preview the report.
We should then rename this report to include ‘Sub-Report’, and create another report in our project for the main report. The query for the main report should simply get the id and perform the pre-filtering:

SELECT id FROM  filteredProducts as CRMAF_FilteredProducts

For the body of the main report, we need to add a table with just one repeating cell. The table should use our only dataset, and should group by the id column.

3)Then we need to drag a Subreport item from the toolbox into the table cell.

4)Then we need to pass in the Id as a parameter to the subreport, so click on Parameters from the subreport properties, and add the Id as a parameter. There should only be 1 parameter and 1 column to pick from.

5)One last thing I like to do is edit the group properties again and make sure Page Breaking is added between each instance of the group. This ensures that when the report is run, it will split each Products onto its own page.

6)Now you can upload the reports to CRM. First, upload the main/parent report, and allow it to run on forms and views for the Product entity.

Hope it's help you...

Error occurred in deployment step 'Install app for SharePoint': Failed to extract the cab file in the solution.

This error, Failed to extract the cab file in the solution , will be thrown while deploying a WSP in SharePoint , if that WSP contains any files with special characters that are not accepted by SharePoint in its file name. This applies to sand box solution as well. The only resolution would be to rename the file without any non acceptable special characters.

Kindly check any file with special characters,If there remove special characters,then deploye....

Enj...

Error occurred in deployment step 'Install app for SharePoint': The requested service, AppMng.svc' could not be activated. See the server's diagnostic trace logs for more information

The cause for getting the above error is free memory is less to start this service. So you need to free some memory.

“Memory gates checking failed because the free memory is less than 5% of total memory. As a result, the service will not be available for incoming requests. To resolve this, either reduce the load on the machine or adjust the value of minFreeMemoryPercentageToActivateService on the serviceHostingEnvironment config element.”

You can resolve this issue by restarting the SPSearchHostController service in services.msc console  as this consumes lot of memory, which will free some memory for you. You can also try to reboot your server or close unnecessary applications to free some memory. 

more :http://social.technet.microsoft.com/wiki/contents/articles/25793.step-by-step-guide-to-configure-environment-for-creating-your-first-sharepoint-hosted-app.aspx

Error occurred in deployment step 'Uninstall app for SharePoint': The System Account cannot perform this action

- Create a new account.

- Add this account to local admin.

- Then add the account to farm admin group. Open sharepoint central administration, go to Security. From there select Manage the farm administrators group.

- Now open visual studio into different user ( Shift + Right Click, and open with different user ). and put the user which you have created now.

CONFIGURATION FAILED – FAILED TO CREATE SAMPLE DATA-SHAREPOINT 2013

I am installing SharePoint 2013 for the first time – it’s a standalone installation on a clean Windows 2012 server.  SharePoint appears to have installed without incident but the Configuration Wizard has failed with the following message: “The SDDL string contains an invalid sid or a sid that cannot be translated.”

It appears to have failed to create the sample database.  After rebuilding the server to try again, and spending a bit of time searching for a solution, it would appear that this is a common problem and there isn’t one solution for all.  For me, it only took a few simple steps to fix by sharing a folder and setting some permissions:

1. Once the Configuration Wizard has failed browse to C:\Program Files\Microsoft Office Servers\15.0\Data\Office Server

2. Right-click on the Analytics_GUID folder and choose Properties

3. On the Sharing tab click Advanced Sharing

4. Tick the box to share the folder (don’t change the share name) and click the Permissions button

5. Click Add, enter WSS_ADMIN_WPG and click OK.  Grant the group Full Control and click OK

6. Click Close

I ran the Configuration Wizard again and it completed successfully

eNJ....

Table per concrete class example in entity framework by using code first ..

example:
step 1:Crate Main class:
public class Output//Main class
    {
        public long Id { get; set; }
        public string Name { get; set; }
        public string Description { get; set; }
        public double EstValue { get; set; }
        public long PhaseId { get; set; }
        [JsonIgnore]
        public Phase Phase { get; set; }

      //  public abstract double Total();


        public OutputCategory OutputCategory { get; set; }
    }  
step 2:
Relationship Output calss  :
 public class ServiceDeliveryOutput:Output
    {
        public double NumberOfUnit { get; set; }
        public Money RevenueGenerated { get; set; }
        public Money EstimatedUnitValue { get; set; }

        public ServiceDeliveryOutput()
        {
            RevenueGenerated = new Money();
            EstimatedUnitValue = new Money();

        }


        public Money Total()
        {
            throw new NotImplementedException();
        }

  public class ReachNIntermediateOutcome:Output
    {
        public double Numerator { get; set; }
        public double Denominator { get; set; }

        public double Total()
        {
            throw new NotImplementedException();
        }
    }
}

step 3:
Then we SET Mapping in db Context :
   modelBuilder.Entity<ServiceDeliveryOutput>().Map(m =>
            {
                m.MapInheritedProperties();
                m.ToTable("ServiceDeliveryOutputs");
            });

   
            modelBuilder.Entity<ReachNIntermediateOutcome>().Map(m =>
            {
                m.MapInheritedProperties();
                m.ToTable("ReachNIntermediateOutcomes");
            });

Enj..Hope  it will help u..all the best....