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Integration between Microsoft Dynamics CRM Online and SharePoint Online


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Symptoms

How to integrate Microsoft SharePoint Online with Microsoft Dynamics CRM Online 2011

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Cause

Integration between SharePoint Online Subscription to work with Microsoft Dynamics CRM 2011 Online

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Resolution

A working SharePoint Subscription and Workplace should be created for 2007 (BPOS) or 2010 (O365). Please follow the below steps in the CRM application to complete the integation steps with SharePoint

1. In Microsoft Dynamics CRM, click on Settings in the navigation pane

2. Click on Document Managment

3. Click On New

4. Click on Sharepoint Sites

5. Enter the Display Name and the Description

6. Under URL Options select Absoloute URL

7. Enter the Absolute URL (Example: http://orgname.sharepoint.microsoftonline.com)

8. Click on Save & Close

9. Under Document Managment, click on SharePoint Document Locations

10. Enter the Display name and description of the the location

11. Under the URL Options select Absolute URL

12. Enter the Absolute URL. (This has to be the location of the folder in your SharePoint site, if you are not sure navigate to your SharePoint site, click on the folder, and copy the location in the address bar)

13. Click on Save & Close

14. Under Document Managment click on Document Managment Settings

15. Select the entity that would use SharePoint to store docs. (Keep the URL Box Empty) 
 

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More Information

To confirm point to WorkPlace, click on Accounts, and select an Account (assuming the Accounts entity is chosen to use SharePoint in the Document Managment Settings wizard) Click on Documents and the interface would prompt for login credentialss. Use the SharePoint Online credentials. Once Authenticated the user would have access to the SharePoint Site.

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Keywords: kbmbspartner, kbmbsmigrate, kbsurveynew, kb

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Article Info
Article ID : 2517202
Revision : 1
Created on : 1/7/2017
Published on : 10/5/2012
Exists online : False
Views : 260