Setting Up SharePoint with CRM

Microsoft Dynamics CRM 2011 can be seamlessly integrated with SharePoint 2010/2013 online or on-premise without any coding. Through iframes, it is also possible to integrate SharePoint 2007.

Here are the details for setting up SharePoint with CRM.

Prerequesites

Before setting up the integration, think through the following pre-requisites and considerations:

  1. Licenses need to be purchased/ SharePoint needs to be installed
  2. The user setting up the integration must have System Administrator privileges in CRM and SharePoint
  3. Based on your requirements, locate the exact SharePoint site or create a new SharePoint Site Collection:
    Steps for SharePoint Online (Office 365)
    Steps for SharePoint Server 2010 (On-Premises)
  4. Add SharePoint site to Trusted Sites in Internet Explorer

Key Steps in the Integration Process

  1. Download and install Microsoft Dynamics List Component to SharePoint. Ensure that the status of the solution is Activated. If not, press Activate button from the ribbon.
  2. Configure Document Settings in Dynamics CRM—choose which record types to allow document storage. Here is are a couple of blogs that detail this step-by-step:
    Microsoft Dynamics CRM 2011 SharePoint Integration
    CRM 2011 and SharePoint 2010: Configuration and Folder Structure
  3. Validate the SharePoint URL in CRM.
    key steps img 1
  4. Choose the entities to be enabled for Document Management.
    setting up SharePoint with CRM
Tip! The location of the document is at enterprise level which implies that users will have to specify the exact URL of the SharePoint site to gain access to the documents. These are not generated automatically and the user has to know the exact URL of the SharePoint site that they need.