Microsoft Dynamics CRM SharePoint Integration

Microsoft Dynamics CRM SharePoint is a technique of document management.

We can manage the document in Microsoft Dynamics using share-point.

Dynamics supports two ways of SharePoint integration

1-Server based share-point integration.

2-List component share-point integration.

Microsoft Dynamics supports Server based SharePoint integration, the reason is List components requires complex installation and configuration and it works only some cases like higher version of Dynamics CRM and it is difficult to activate.

Example for Server based SharePoint integration.

To enable Server based SharePoint integration navigate to settings –> Document management as shown below.

clip_image002

Make the enable Server-Based SharePoint Integration.

clip_image004

Click on next.

clip_image006

Select which type of deployment On-Premise or Online and then click on Next.

clip_image007

clip_image009

Click the Enabled.

Now enable of server based SharePoint integration is done, now go to Document Management Settings.

clip_image011

It will show window in which document management enable on the entity what you have selected.

clip_image013

clip_image015

Now click on next.

clip_image017

clip_image019

It will make enable the Document management on share point of Microsoft Dynamics CRM.

Now go to the entity open the record as bellow..

clip_image021

Open the record & go on the top of navigation pane as bellow..

clip_image023

Click on the pane.

clip_image025

Click on the document.

clip_image027

Click on Upload.

clip_image029

Now choose your file location and upload in your share point it will show you…

clip_image031

About Apps Now

Apps Now offers latest reads on Microsoft Technologies and Business Applications in an easily understandable and digestible manner for you to drive some mileage out of it. Keep following Apps Now to learn new technologies and best coding practices.

See more blogs from Apps Now

No Comments

Add a Comment

  1. (max length 2000)
  2. captcha refresh captcha
Please Wait