Ramble On

This is one way to do it, which will add a menu item to the left hand side of CRM4.0 for CRM users to access their K2 Worklist.

Step 1 - Create a web application pointing to your K2 worklist.

Firstly, create a web page that will display the worklist using the K2 API (contact your K2 partner or consultant for the code on how to do this). I normally just make a virtual directory under 'Default Web Site' in IIS an point it to the files with the worklist page. Don't forget to disable 'Enable Anonymous Access' and enable 'Integrated Windows Authentication'.

Step 2 - Add icons to CRM
Add some nice looking icons into the CRM _imgs folder. You will need a big  and a   small version. Feel free to use these ones as they fit perfectly into the CRM file structure. The _imgs folder is usually found in C:\Program Files\Microsoft Dynamics CRM Server\CRMWeb\_imgs  Note: Your file path could be different

Step 3 - Export the SiteMap.xml

In CRM4.0 click on Settings/Customizations - Export Customizations
Select 'Site Map' and click 'Export Selected Customizations'

Step 4 - Edit the customizations.xml

Add the following code to where you want the K2 Menu item to appear on the left. Note, I have a web page pointing to my worklist
at http://localhost/Worklist/Default.aspx, your URL may be different.

<Area Id="K2" Title="K2" Icon="/_imgs/K2_28.png" >
 <Group Id="K2">
  <SubArea Id="K2Worklist" Url="http://localhost/Worklist/Default.aspx" Icon="/_imgs/K2_16.png" Title="K2   Worklist" />
 </Group>
</Area>

Step 5 - Import the customization.xml changes

In CRM4.0 click on Settings/Customizations - Import Customizations
Browse to your Customizations.xml file and press 'Upload'
Select Site Map and click 'Import Selected Cusomizations'

Finally

Close and Open CRM4.0 and you should see your new menu item with the worklist. Hopefully it looks something like the below image.