Configure server-based authentication with Dynamics CRM Online and SharePoint Online

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Applies To: Dynamics CRM 2015

Microsoft Office 365 administrators can enable document management functionality by using server-based SharePoint integration. Server-based SharePoint integration allows Microsoft Dynamics CRM Online and Microsoft SharePoint Online to perform a server-to-server connection. Additionally, server-based SharePoint integration doesn’t require additional software.

Important

After you enable server-based SharePoint integration, you can’t revert to the previous client-based authentication method.

Before you implement server-based SharePoint integration, see Important considerations for server-based SharePoint integration.

To enable server-based SharePoint integration with Microsoft Dynamics CRM Online and SharePoint Online, follow these steps.

  1. Go to Settings > Document Management. 

  2. Choose Enable Server-based SharePoint Integration.

After you complete the Enable Server-based SharePoint Integration wizard, add or remove the entities that will be used for document management with SharePoint.

  1. Go to Settings > Document Management.

  2. Then go to Document Management Settings. More information: Help & Training: Enable document management on entities

Tip

For an overview and step-by-step configuration details, check out this video on SharePoint document management using server-based SharePoint integration: http://youtu.be/guBcprvtiSo.

Information transmitted between CRM Online and SharePoint when you use server-based SharePoint integration

When you use the document management feature in Microsoft Dynamics CRM by using server-based SharePoint integration, the following information is transmitted between Microsoft Dynamics CRM Online and SharePoint.

  • Entity name for the entity that is used to create folders in SharePoint, such as Account, Article, or Lead. To configure the entities that are integrated, go to Settings > Document Management > Document Management Settings.

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