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SharePoint integration entities


Applies To: CRM 2016 on-prem, CRM Online

If you use SharePoint Server with Microsoft Dynamics CRM, CRM users and non-CRM users can work together as a team to achieve common business goals through improved communication. The document records are stored in SharePoint, and you can view them from within Microsoft Dynamics CRM. In addition, you can take advantage of SharePoint capabilities, such as checking documents in and out, viewing version history, and changing document properties.

The SharePoint entities in Microsoft Dynamics CRM allow you to store information about the SharePoint locations where documents are stored and custom claims mapping information to authorize and authenticate CRM Online users with SharePoint.

Microsoft Dynamics CRM 2016 and CRM Online

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