Manage your documents using SharePoint

Applies To: Dynamics CRM 2015

With Microsoft Dynamics CRM, you can set up folders to save and manage your documents, specify permissions for managing tasks, and ensure that the SharePoint site URLs are correct.

In This Section

SharePoint Document Management software requirements for Microsoft Dynamics CRM

Important considerations for server-based SharePoint integration

Set up SharePoint integration with Microsoft Dynamics CRM

Permissions required for document management tasks

Validate and fix SharePoint site URLs

See Also

Administering CRM 2015

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