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This post takes you through a step by step scenario on configuring Server-Based SharePoint Integration. Whether you do it for a demo environment, your production or a development environment, as long as you do it for Dynamics CRM Online with O365 SharePoint, the following steps apply.

Assumption is that, as in this case, a new 30-day O365 and CRM Online instance was just spun up. You can do the trial O365 first, then from the admin console add the CRM Online trial, or vice-versa.

The simple way to start is, as soon as your instance is up and running, you will get the notification bar. Click on the Enable Now button.

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At the Central Administration Level (across the farm)

Open up Central Administration > Application Management

Under “Service Applications” click on Manage service applications


Click on Search Service Application


Under Queries and Results on the Quick navigation click on Scopes

From here on instructions are identical to the steps performed at the Site collection Level.

At the Site Collection Level

Site Actions > Site Settings

Under “Site Collection Administration”, click on Search Scopes


Here you can create new scopes, and edit the custom scopes. Once a scope is created, you have to add rules for crawling.


Pay close attention to how you can structure include/exclude settings to capture only a certain section of a network share:



This is something simple, but I’ve been asked several times about it already, so I’m going to post instructions here on how to achieve this.

Requirement: Store documents and links to documents in the same library


1. Create a Document Library within your site

2. In Library Settings > Advanced Settings enable management of content types

3. Add content type from existing site content types

4. Select and add Link to a Document as a new second content type


5. Start adding content using both content types:


Now you can store in the same document library both Documents and Links to external documents.

Hope this helps, enjoy!

As you’ve probably seen by now, once you create multiple site collections in the same web application, you don’t get a lot of options as far as database location. Well, it’s really not that complicated:

  • Create the databases for the new site collections (easy enough in CA)
  • Run the following PowerShell command for each site collection, or put it in a script if you feel like it:

Move-SPSite <YourSiteURL> –DestinationDatabase <ContentDBName>

That’s it, easy as pie. See more information on TechNet:


Part of SharePoint 2010, a new tool was added to made life easier: the developer dashboard. By default disabled, you can enable it multiple ways:


stsadm –o setproperty –pn developer-dashboard –pv ondemand

Using PowerShell:







Write-host(“Level:” + $contentSvc.DeveloperDashboardSettings.DisplayLevel)

Values available to be set for the developer dashboard:

  • On
  • Off
  • OnDemand

Using code:

SPWebService srv = SPWebService.ContentService;

srv.DeveloperDashboardSettings.DisplayLevel = SPDeveloperDashboardLevel.OnDemand;


NOTE: using SPFarm is not supported in the final release of SharePoint.

Happy debugging!

Ok, this should be common knowledge by now, but when setting your own development box for SharePoint (whether it’s 2007 or 2010), these are the changes to web.config required to show proper error messages, and none of that “friendly” end-user centric messages:



<SafeMode CallStack=”true” … />



<CustomErrors mode=”off” />




Other sources to look at when debugging:

  • SharePoint event log
  • SharePoint logs
  • Debug the working process
  • IIS logs
  • Use tracing
  • Use remote debugging if no debugger is installed (not usually applicable to your development box)

This is not something I do every day, and I keep forgetting how to do it, so I’m posting this as a self-reminder.

On a Publishing site (collection), if I need to add sub-sites based on the Team Site template:

Go to Site Settings > Look and Feel > Page Layouts and Site Templates

Add from there the Team Site or any other site template to be used

Go and create a new sub-site based on the template just added.


Because I’ve been asked so many times what’s the difference between the versions, and what’s included at what level, here’s the official list of features by version:

Also, a good list, same thing but different layout:


Had to put together a quick demo the other day, highlighting some of the features of SharePoint 2010 at all levels (Foundation, Standard, Enterprise). One of the items on the list was BCS. Keep in mind, this is a quick show-how for a demo, so I wasn’t going to spend any time coding anything.

So, BCS with no code! Let’s fire-up SharePoint Designer 2010 (at this point I’ve probably lost all the hard-core developers, so let’s move on…)

First, know where your external data source is. In my case, I took a backup of the default CRM 4.0 VPC database, and restored it on my SharePoint Demo VPC.

Next, in SharePoint Designer, open the site where you will show the External List. In Site Objects on the left side, go to External Content Types. Add a new one.

Fill in the Name, Display Name, Version, and the other fields.

The Office Item Type presents familiar options like:

  • Generic List
  • Appointment
  • Contact
  • Task
  • Post

Offline Sync for external list is “Enabled” by default, but you can disable it if required.

Now, pay attention to External System. Click on the link:


Click on Add Connection, define the database information, and you should see it in the Data Source Explorer. Browse to the View you want, right-click and create the operations you want, or all.

Save, and that’s almost it.

Now, go back to External Content Types (remember, on the left side menu), and select External List to create a new list. Give it a name and description. Voila, almost done. You can close SharePoint Designer now.

Go to your site, and browse to the list you’ve just created. You should see the loading animation, and then poof, error. Permissions!

Go to Central Administration, Application Management, Service Applications, Manage Service Applications. Click on Business Data Connectivity Service.


You see here CRM_Contacts which I just created. Select it and go to Set Object Permissions. Enter the user or group that you want to be able to see the list. Select the permissions.


Now that that’s done, browse back to the list, and VOILA!

Now do your own filtering, sorting and formatting of the view (ideally in a new view).


More often than not, the client wants to keep existing Flash assets when upgrading to SharePoint 2010. You will quickly find that the old work-around from SharePoint 2007 does not work anymore. Changing the “z-index” to a higher value does not bring the menu on top anymore.

The way to fix this issue in SharePoint 2010 is to modify the Flash container, and make it transparent. Add value=”transparent” to the object tag, and change the embed tag to paramname=”transparent”.


This is just a quick note, when installing SharePoint 2010 on SQL Server 2008 (not R2), besides all the pre-requisites, do not forget that you will need the Cumulative Update package 2 for SQL Server 2008 Service Pack 1. You can get that from here.

Without CU2 you will the the message:

SQL Server at SQLBox\InstanceName has an unsupported version 10.0.2531.0. Please refer to “; for information on the minimum required SQL Server versions and how to download them.


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