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Integrate SharePoint with Microsoft Dynamics CRM

Applies To: Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online

Microsoft SharePoint Server is a collaboration and content management application that simplifies how people store, find, and share information. It helps people to collaborate effectively by having secure access to documents and information that they require to make business decisions.

With Microsoft Dynamics CRM (on-premises) and Microsoft Dynamics CRM Online, you can use the document management capabilities of SharePoint from within Microsoft Dynamics CRM. You can store and manage documents in the context of a Microsoft Dynamics CRM record on a server that is running SharePoint, and leverage the SharePoint infrastructure to share, manage, and collaborate efficiently. Because the documents are stored on a server that is running SharePoint, non-Microsoft Dynamics CRM users can directly access the documents on the server, provided they have the appropriate permissions on the server that is running SharePoint Server to do so.

SharePoint integration with Microsoft Dynamics CRM enables you to:

  • Create, upload, view, and delete documents on a server that is running SharePoint from within Microsoft Dynamics CRM.

  • Use the SharePoint document management abilities within Microsoft Dynamics CRM, such as checking the document in and out, viewing version history, and changing document properties.

You use the following entities to store and manage the SharePoint Server location records: SharePointSite and SharePointDocumentLocation.

Server-based SharePoint Integration for Microsoft Dynamics CRM Online and SharePoint Online

Earlier versions of Microsoft Dynamics CRM Online used a client-to-server strategy to authenticate and transmit data from CRM Online to SharePoint Online. For Microsoft Dynamics CRM Online Spring ‘14, administrators can enable server-to-server authentication for integration with SharePoint Online. The server-based authentication does not require you to install the Microsoft Dynamics CRM list component in the sandboxed environment of SharePoint Online. After you enable server-based SharePoint integration, you can’t revert to the previous client-based authentication method. You can enable server-based SharePoint integration for Microsoft Dynamics CRM Online only by using the web or Microsoft Dynamics CRM for Outlook. To enable server-based SharePoint integration, in Microsoft Dynamics CRM, go to Settings > Document Management > Enable Server-based SharePoint Integration.

No new entities or messages are exposed for developers for the server-based SharePoint integration feature, and all the existing entities and messages for SharePoint integration will continue to work after you enable this feature.

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Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
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