Office Business Applications (OBA) with Office 2010, CRM & SharePoint

In my quest to bring Office, SharePoint & CRM closer together, I tweaked an old demo and got it working with Office 2010 & SharePoint2010.


This demo showcases a custom add-in within Office 2010 that helps a Project Manager to create a status report document. The code uses a formatted document template and a custom task pane that pulls data from CRM. From the task pane, you can directly insert data into the word document. Also you can take portion of the document content and publish them to a custom SharePoint 2010 list using the Client Side Object Model.

You can download the current code for this project here:

Disclaimer: Please note that this is demo quality code without any optimizations or clean-up.

The code is currently using Visual Studio 2010 Beta2, Office 2010 Beta, WPF and SharePoint 2010 Beta.

As we evolve this code, I’ll be updating the MSDN code gallery project page. Also I’ll post a Channel9 video soon that goes through the development process in detail. If you have any comments or feedback in the meantime, please feel free to send them my way.

Happy Coding!

Comments (2)
  1. Neel says:


    I am looking to integrate peoplesoft 9.0 into sharepoint 2010, can you please provide me some ideas and suggestions, i saw links from steve fox related to OBA with sp2007

    I am trying to create reports for peoplesoft in sharepoint 2010

    Let me know

    Thank you


  2. Girish Raja says:

    Hello Neel,

    There is a OBA Sample Application Kit for PeopleSoft @ that goes into SharePoint integration. It's currently on SharePoint 2007 though. I got this reply from the owner of that kit: "Principally, things would be similar from the PSFT side of the house; it's in SP where you can do much more (e.g. BCS, Silverlight, Data programmability, etc.)".

    Hope that helps.


    -Girish Raja.

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