In the past integrating Microsoft CRM with SharePoint required a large investment of time and money, often resulting in unnecessary rigidness and complexity. This particular example alleviates that complexity using Microsoft CRM Services (although its use is not a requirement).

• Step 1: Install RSSBus for SharePoint if it is not already installed on your server. See here for instructions.
• Step 2: Ensure the MscrmOps Connector is installed. Retrieve the service URL for the installation of Microsoft Dynamics CRM (e.g, https://crmserver:5555/mscrmservices/2006/crmservice.asmx) as well as a user name and password needed for accessing the service; CRM uses integrated authentication by default, so this will normally be your domain account and password.
• Step 3: Add the RSSBus Web Part to your page and paste the following template into its source editor. Next, edit the service URL, user name, and password settings to correspond to your own MS CRM instance. Finally, click �Apply�. You will see the Web Part rendered with a list of contacts from Microsoft CRM.

<rsb:import lib="RSSBus.MscrmOps"/>
<rsb:set attr="serviceurl" value="http://10.0.1.197:5555/mscrmservices/2006/crmservice.asmx"/>  
<rsb:set attr="username" value="YOURUSERNAME"/>  
<rsb:set attr="password" value="YOURPASSWORD"/>  
<rsb:set attr="maxresults" value="300" />
<rsb:set attr="_meta.YUITableAttrs" value="mscrm:fullname, mscrm:telephone1, mscrm:address1_city"/>
<rsb:set attr="_meta.YUITableLabels" value="Full Name, Phone #, Country"/>  
<rsb:call op="mscrmContact" format="YuiTable" />

This particular template renders a grid using the Yahoo UI Table. You can do your own HTML rendering by inserting HTML inside the scope of the <rsb:call>. Other CRM entities such as appointments, leads, contracts, etc. can also be listed. For example, by modifying a single line of code, the previous template can be changed to list CRM appointments. Simply replace op=�mscrmContact� with op=�mscrmAppointment�. Also, by changing the operation call (the op= part) and the HTML formatting of the data, you can create pie charts of CRM invoices, bar charts of orders, etc.