Written by Paul Cielinski Do you already have SharePoint and a CRM? Are you using Dynamics CRM? There are literally hundreds if not thousands of reasons to use Dynamics CRM (including Microsoft’s $2.3B in cloud investment) so hopefully if your organization leverages CRM or is thinking about a CRM, Dynamics is your platform of choice. If you are using Dynamics, integrating SharePoint to your CRM couldn't be easier. The native, out of the box, SharePoint to CRM and CRM to SharePoint integrations are phenomenal. This works with both online and on-premises versions of CRM and SharePoint. Features include:
- Native SharePoint Actions (Check-in, Check-out, etc.)
- Change Document locations
- "Open in SharePoint" functionality
- Share, Like, Send link, etc.
- and more...
Here are some step by step instructions with insight along the way: 1: Install the CRM List Component into your SharePoint site. The List Component is the native connection between SharePoint and CRM. You can use the hyperlink I share here or you can get this from within your CRM (Settings> Document Management). Follow the standard prompts and directions. This has become increasing easy over time and with recent releases. However, during installation (on the SharePoint site), you may need to browse to the "General Settings" for your SharePoint instance and relax the "Browser File Handling" to "Permissive" from "Strict".
2: Once that is complete, log into CRM as a Customizer or Administrator. You will need access to the Settings area of CRM:
3: Click on Document Management and then "Document Management Settings". From there you will want to choose the entities you want enabled for this integration. Clicking an entity enables a "Documents" tab on the left hand navigation within that entity. You also need to enter the SharePoint site where you just installed the List Component:
4: Click Next.
5: Your SharePoint site is now being validated (checking for the List Component, etc.). Once the next page opens you will see that your site has been validated (continue on) or if the site is not valid, check the site again to ensure it was not a URL typo and/ or check that the List Component did in fact install successfully. You will now be selecting whether you want document creation "entity specific". A good rule of thumb is to check that box and pick "Account" if your CRM deployment is more B2B focused and "Contact" if your CRM deployment is more B2C focused. Who are your customers? Leaving the checkbox unchecked results in documents being created under the default entity without a tie (in the location URL), to a CRM Account or Contact. (Example: http://SPServer/Quotes/QuoteName1 vs. if you had chosen "Yes" to "based on entity" and then "Account": http://SPServer/Accounts/CustomerName1/Quotes/QuoteName1):
6: Click Next
7: Your SharePoint Libraries are now being created. You can see the status of each location while they are being created. Once this is complete, click "Finish":
NOTE: If your Status just keeps spinning, you may have made a mistake in choosing a correct site location or installing the List Component. Ensure the List Component was properly installed, ensure you have the proper administrative credentials and attempt this again starting from Step 2).
8: Nice job! You are now done with the integration. You can browse back to Dynamics CRM and see your Libraries via this SharePoint Integration and add/ manage documents in SharePoint from CRM:
This article was originally written by Paul Cielinski. It is moderated by John Adali.