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Adoxio / xRM-Portals-Community-Edition

The definitive edition of Microsoft Open Source Portals, supported by the experts in portals.
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SharePoint On premise integration with Portal On-Premise #112

Closed jeevan264 closed 5 years ago

jeevan264 commented 5 years ago

Hi, This is not an issue, but wanted to find out if SharePoint integration is supported with community edition of portal. If not, what are my options.

I have tested Connect 365 earlier with D365 online, does it support on-premise (D365 CE 8.2) and portal?

Thanks Jeevan

amervitz commented 5 years ago

Yes, SharePoint integration works in community edition. It is confirmed to work in an installation that uses CRM 2016 on-premise and SharePoint online.

jeevan264 commented 5 years ago

Is there any documentation available to go through to configure SharePoint integration with on-premise portal, between for my scenario everything is on-premise including SharePoint.

amervitz commented 5 years ago

This is the reference documentation for configuring this feature: SharePoint Document Library.

jeevan264 commented 5 years ago

Thanks, i will give that a try and let you know.

jeevan264 commented 5 years ago

Hi, I have followed the documentation to configure the SharePoint integration for portal, i see one issue, the Document management section on the page works fine if i add a connection string entry for Dynamics 365 in the Portal web.config, otherwise i get internal server error. I have entity list configured for other functionality that works fine without the entry in web.config. Just for the document management i have to add the D365 connection string. is that expected behavior?

amervitz commented 5 years ago

I have only ever used it with the Xrm connection string present, so that is consistent with my experience.

riccaceres commented 4 years ago

Is the community edition of the portals still compatible with the latest version of SharePoint Online? My colleagues and I have an instance of CRM Online v9.1 integrated with Sharepoint. We then followed the old ADX SharePoint Document Library instructions. However, when we run the app and get to the ADX page containing the sharepoint document grid we get a System.ServiceModel.Security.MessageSecurityException in Adxstudio.Xrm\Sharepoint\ClientFactory.cs. It seems like ADX is failing to authenticate against SP for whatever reason. We've tried a number of different connection strings to no avail.

We're able to authenticate to SharePoint through Postman using OAuth2, but it seems like the ADX portal isn't using OAuth for the SP integration. We're unsure as how to proceed here, apart from building our own custom Sharepoint integration logic and module. There doesn't seem to be many google results regarding this apart from generic instructions on getting the none-open-source version of D365 portals working with SP.

Thanks in advance for any help and sorry for commenting on an old, closed ticket.

amervitz commented 4 years ago

I think I have only used it with an on-premise SharePoint installation.

You could try the SharePoint Online connection string format shown at SharePoint Connection String.

There is a legacy authentication option you may have to enable, see https://blog.stealthbits.com/how-to-harden-you-sharepoint-online-environment-by-disabling-legacy-authentication/.

I can't offer much else assistance on this one.

riccaceres commented 4 years ago

Thanks for the prompt reply. We had tried the SP online connection string in the format shown in the ADX documentation along with various other formats before reaching out here, but none of them worked. We had also found the legacy auth setting but from what we read it's on by default, however we did not know that is being removed in October 2020. In any case, looks like we'll have to create our own SP integration module which was my initial thought based on the research I had done. Thanks again for the reply though, I greatly appreciate it!