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Set up SharePoint integration with Microsoft Dynamics CRM

 

Applies To: Dynamics CRM 2016, Dynamics CRM Online

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

For document management functionality, you either enable server-based SharePoint integration (recommended) or install the Microsoft Dynamics CRM List Component, a SharePoint solution, on a site collection in SharePoint. Server-based SharePoint integration is recommended instead of the Microsoft Dynamics CRM List Component for the following reasons.

  • Users sign-in once and do not have to sign-in to both Microsoft Dynamics CRM and SharePoint. With the list component, users must sign in to both.

  • The list component is a SharePoint sandboxed solution. Sandboxed solutions are being deprecated and will no longer be available for both Microsoft SharePoint Online and later versions of SharePoint on-premises. More information:Sandboxed solutions overview

  • No additional software is required to install on SharePoint.

  • SharePoint documents will display in Microsoft Dynamics CRM lists.

  • Users can perform SharePoint actions from the CRM command bar.

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