Hi all,

One of my clients wants to enrich their documents (stored in Office 365/SharePoint Online) with CRM data (stored in CRM Online). 

My question: Is it possible to create a Business Connectivity Services connection from SharePoint Online to CRM Online using without the use of any custom code.

If yes, how can I do this.

Hope you can help me out!

Kind Regards,

Elmar

• Moved by George.Zhao CHNMicrosoft contingent staff Friday, June 26, 2015 2:15 AM

I've managed to create a connection from SharePoint Designer to CRM Online, but I'm stuck again.

I've created the connection using the following URL: %companyURL%/XRMServices/2011/Organization.svc?WSDL

I'd like to create a lookup to the "Account" entity.

So my stept are (correct me if I'm wrong):

1. Use the RetrieveMultiple Operation to create a "Read List Operation".
   Do you know what I need to enter in the "Query" option
2. Use the Retreive Operation to create a "Read Item Operation".
   

It would be great if you can help me out!