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Developing a SharePoint custom field type for displaying CRM 4.0 data

Started by Arno Nel (SharePoint Magazine) · 11 months ago

In this walkthrough you will learn how you can create a SharePoint custom field type that allows users to select an existing account from the CRM database. ... Continue reading »

12 comments

  • Thanks Karine. Source Code is very useful.
  • Curious, but from reading this I'm going to guess that this won't work for those that are less fortunate and using the Standard edition of MOSS since it would seem that the BDC is required?

    Or would there just be a larger amount of custom code required to create the interface to talk to CRM more elegantly?
  • Dan,

    You are right: BDC is only available from MOSS. If you only have a WSS installation you can always try to use the CRM web services.

    Karine
  • How about licensing? I assume that anyone accessing this field (since it is CRM data) needs a CRM license?
  • Best Custom Field Sample in Net!
  • Great Article Boske,Really I love you woman you saved plenty of my time. Keep doing the best.One of the excellent article I ever saw.
  • Hi Boske,
    I went through the article and tried to download the zipped version of the source code. When I unzip the download, The zip file tells me that there is no code to download. Can you please email me the source code / reload it again on the site.

    Your article is wonderful and I would love to have the source code to understand it completely.. Please email it to moneymaveric@gmail.com

    Thanks so much.

    Cheers
  • I have gone through ur article.I have implemented some related functionality in my site.I have created one custom dynamic column. and diployed to document library.then i have uploaded the documents to this library.

    after that i am reading this library values from sharepoint object model..It' throughing error when reading the value of this custom feilds columns.


    Could you please help me,,,
  • Interesting, what will happen, if somebody rename account in CRM? What will happen with account data in your list?
  • Hi Karine,

    Really nice article. I want to add a custom data type to the UserProfile Properties so that my custom data is stored in UserProfile Property. Any idea can we add new type to PropertyDataType (from "Microsoft.Office.Server.UserProfiles" NamaSpace) or extend this class to support this kind of behaviour?
  • My custom field values is getting saved properly through the default list form for new and edit item but
    my custom field is not getting its value stored when a custom new/edit item list form(daaformwebpart) is used. Any help will be appreactiated.
    Thanks
  • I don't see where you actually created a feature and was able to deploy a custom field type as a feature. I have tried but since you put the fldtypes_crm_account.xml in the 12 hive it will show up in the availble columns regardless of features.

    I would love to know how to have the custom field type as a feature. This would allow turning off/on the custom field type. I don't see how though.

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