Office 365 Integration: How to connect Microsoft Dynamics CRM on-premise?
The Cloud Connector for Microsoft Office 365 and SharePoint
2013 connects almost any on-premise data source, e.g. ODBC, OLEDB,
Microsoft .NET based providers, Files (Excel, XML, CSV), SQL databases like SQL
Server, Oracle, MySQL, IBM DB2, IBM AS/400, IBM Informix, Notes, SharePoint,
Exchange, Active Directory, SAP and many more directly to native SharePoint
lists in the Microsoft Cloud - or any other Microsoft SharePoint 2013+
installation - in just minutes without any programming. It can also be
used to integrate Microsoft Dynamics CRM on-premise with the Microsoft Office
365 cloud. For any questions please use the FAQ Web Form or contact
[email protected] directly.
If, e.g. for
compliance reasons, you don't want to use Microsoft Dynamics CRM directly in the
cloud but on-premise, you can still connect the local CRM to the Office 365
cloud to expose selected data sets there, for example as contacts in a native
SharePoint list in 4 simple steps:
- Enter your contacts into on-premise Microsoft Dynamics CRM
- Select your data source to connect to the Microsoft Office 365 cloud (or any
- Configure the connection to Microsoft Office 365 using the Cloud Connector
- Sync the two lists and access your contact list in the Microsoft Office 365
This article describes the steps:
1. Enter your contacts into on-premise Microsoft Dynamics CRM
Fig.: The screen shows the contact
list of a Microsoft Dynamics CRM on-premise installation
2. Select your data source to
connect to the Microsoft Office 365 cloud (or any other SharePoint)
Fig.: Use your favorite SQL tool to
build your query. The sample shows contact data with name, phone and email.
3. Configure the connection
to Microsoft Office 365 using the Cloud Connector
You have to use XML to describe your data source, destination and field
mapping. Please note the casted ContactID from GUID to String, because
SharePoint does not support GUID columns out-of-the-box. The ContactID is used
as a primary key for synchronization.
Fig.: Configure the Cloud Connector
connection file with data source and data destination entities and field
4. Sync the two lists and
take a look at your contact list in the cloud
After synchronisation you have your contacts available in the a native
SharePoint contact list in the Microsoft Office 365 cloud. All list features are
completely available, e.g. offline replication with Outlook or notifications and
workflows in the cloud, when local CRM data changes.
Fig.: Your SharePoint contact list
in the Office 365 cloud contains the selected up-to-date contacts from Microsoft
- Please note the additional column ContactID in the data destination list
that contains the GUIDs of the source items for save update. This column was
mapped in the field mappings section of the configuration file.
- In this sample the update interval is 60 min.
- Please note, that this works with almost any data source and any SharePoint
list type, including tasks, calendar events or custom lists.
- Please note, that this works not with Microsoft Office 365 only, but also
with SharePoint 2013/16 on-premise, hosted or sandbboxed installations.