Use the List Web Part for Microsoft Dynamics CRM 3.0
Updated: May 31, 2007
The List Web Part for Microsoft Dynamics CRM 3.0 can display live Microsoft Dynamics CRM data in a list on a Microsoft Office SharePoint Portal Server (MOSS) 2003 or 2007 portal page or a Microsoft Windows SharePoint Services 2.0 or 3.0 Web Part page. This article shows how to add a List Web Part to a Windows SharePoint Services Web Part page, and configure the List Web Part to display specific Microsoft Dynamics CRM data.
By adding more than one List Web Part, you can connect data from one List Web Part to another. By using the examples in this article, you can connect a list of accounts to a filtered list of tasks. When you select an account in the first List Web Part, the list of related tasks is displayed in the second List Web Part.
You can use these same concepts and procedures to create other filtered lists, for example, a list of opportunities or a list of contacts for an account.
Microsoft Dynamics CRM security is maintained in the lists. To view Microsoft Dynamics CRM data, users must be Microsoft Dynamics CRM users with Read privileges. To edit or delete records from a list, users must have the Microsoft Dynamics CRM Write and Delete privileges for that entity. To use the List Web Part on a Windows SharePoint Services personal page, users must have Contributor rights on the Windows SharePoint Services or SharePoint Portal site.
Tip For more information about using Web Part connections, see the Windows SharePoint Services online Help. For additional overviews of Web Parts and Web Part pages, see the Windows SharePoint Services Help topics "About Web Parts" and "About Web Part Pages."
Add the List Web Part to an existing Windows SharePoint Services Web Part page
After installing the List Web Part, it will appear in the list of available Web Parts on the Modify Shared Web page. To start the example of how you can use the List Web Part for Microsoft Dynamics CRM, add the List Web Part to a Web Parts page and configure it to display a list of accounts.
1.
Open the Web Part page to which you want to add the List Web Part for Microsoft Dynamics CRM.
Note
If you need to create a new Web Part page, see the Windows SharePoint Services online Help.
2.
Click Modified Shared Page, point to Add Web Parts, and then click Browse.
3.
In the gallery of Web Parts, click Virtual Server Gallery.
4.
From the Web Part List, drag Microsoft Dynamics CRM List onto the Web Part page.
5.
On the Microsoft Dynamics CRM List Web Part pane, click the down arrow and click Modify Shared Web Part.
The list of properties that apply to the List Web Part is displayed in the tool pane.
6.
Expand Appearance to change the List Web Part title and set the height and width of the List Web Part. For more information about this area, use the Windows SharePoint Services online Help.
7.
Expand the Microsoft Dynamics CRM area and complete the following:
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CRM Server URL- Type the URL of the Microsoft Dynamics CRM 3.0 server that you want to connect to this List Web Part, and then click Connect.
Note
In this version of the List Web Part, only one server can be connected to the Windows SharePoint Services site. If the URL has already been set, it cannot be changed. Click Connect to continue.
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Record Type - Select the record type you want to display in the list. For this example, select Account.
Note
Only record types available in Microsoft Dynamics CRM Advanced Find are available in the List Web Part for Microsoft Dynamics CRM.
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View - Select the filtered view you want to use to view the selected record type. For this example, select Active Accounts.
If you are applying the List Web Part to a personal view, the list of views includes your Microsoft Dynamics CRM personal views, for example “My Accounts.”
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Column Layout – Select if you want single or multiple columns to be displayed. If you select multiple columns, all of the default Microsoft Dynamics CRM columns for that view will be displayed. For this example, select Single Column.
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Display Column – If you selected Single Column above, select the column you want to display in the List Web Part. For this example, select Account Name.
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Style Sheet – Select which page you want the List Web Part to look like. For example, if you want the background color and font to match Microsoft Dynamics CRM, select that option.
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Show Toolbar – Select this check box if you want the List Web Part to display the toolbar that includes the Delete and Edit buttons. For this example, clear this check box.
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Show View Section – Select this check box if you want the List Web Part tool to display the Look for, Type, and View drop-down lists. For this example, select the check box.
8.
Click OK to save and apply the changes to the List Web Part.
9.
To complete this example, follow the same procedure to add a second List Web Part for Microsoft Dynamics CRM, name it “Related Tasks,” and then select the following: Record Type: Tasks and View: All Views. After you create the second List Web Part, continue to the next procedure to connect them.
By connecting two List Web Parts for Microsoft Dynamics CRM, you can create a dynamic, interactive experience. Your users can sort or filter data in one List Web Part based on information in the other. In this example, by selecting an account in the Accounts List Web Part, the list of related tasks is displayed in the Related Tasks List Web Part.
1.
On the Modify Shared Page menu, click Design This Page.
2.
On the Microsoft Dynamics CRM List Web Part pane, click the Web Part Menu button, point to Connections, point to Consume Filter From, and then click the name of the first List Web Part.
3.
In the Edit Connection dialog box, in the Column list, select Account, and then click Next.
4.
In the next Edit Connection dialog box, in the Column list, select Regarding, and then click Finish.
5.
Click OK to close the tool pane and apply the changes.
After you have added and connected the List Web Parts, you can start using them. Click the name of an account in the Accounts List Web Part and a list of related tasks is displayed in the Tasks List Web Part.
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To view the details of an account, double-click the record in the Accounts List Web Part.
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To view the details of a related task, double-click the record in the Tasks List Web Part. If the View toolbar has been included, you can create, edit, or delete a record.
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If the Edit toolbar has been included, you can search for or change the view or the records.
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If there is more than one page of results, use the left and right page arrows to view the previous or next page.
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