Introduction to SharePoint integration


Applies To: Dynamics CRM 2016, Dynamics CRM Online

SharePoint Server integration enables document management capabilities in Microsoft Dynamics CRM. There are two aspects to SharePoint Server integration:

  • Setting up SharePoint integration. A system administrator sets up a SharePoint Server environment. The Microsoft Dynamics CRM administrator (a user who has the SharePoint Site Collection Administrator role) selects the Microsoft Dynamics CRM entities for which to enable the document management feature, and specifies the target SharePoint Server. As part of specifying the target server, the Microsoft Dynamics CRM administrator specifies the SharePoint Server site collection or the SharePoint Server site URL by using the SharePointSite entity.

  • Creating and managing SharePoint document location records. Microsoft Dynamics CRM users can create and manage SharePoint Server document location records after SharePoint Server integration is enabled. You can create and manage SharePoint Server document location records by using the SharePointDocumentLocation entity. Microsoft Dynamics CRM also allows for the automatic creation of folders on the server that is running SharePoint Server for entity records under certain conditions. However, automatic creation of folders cannot be done through the Microsoft Dynamics CRM SDK.

By using SharePoint Server document management capabilities, you can control the life cycle of documents in your organization: how they are created, reviewed, published, and disposed or archived. SharePoint Server uses a hierarchical storage model to store and manage documents. Some of the SharePoint Server storage concepts that you should know are as follows: Site Collection, Site, Document Library, and Document Folder. These storage objects provide the framework for the content management infrastructure that SharePoint Server provides. For more information about these storage concepts, see Storage levels: content storage benefits and considerations.

SharePoint integration is supported for SharePoint Server 2010, SharePoint Server 2013, and SharePoint Online.

Microsoft Dynamics CRM supports two types of integration with SharePoint: client-to-server and server-to-server (server-based).

The client-to-server integration is enabled by default. However, for a richer user experience, install the Microsoft Dynamics CRM List Component for Microsoft SharePoint Server 2010 or Microsoft SharePoint Server 2013. More information:TechNet: Configure SharePoint integration using the list component

You must manually enable server-based integration with SharePoint. You can enable server-based SharePoint integration for CRM by using the web or Microsoft Dynamics CRM for Outlook. This isn’t supported through SDK. For more information, see TechNet: Set up SharePoint integration with Microsoft Dynamics CRM.

After enabling SharePoint integration:

  • Enable document management for entities: Select the entities in Microsoft Dynamics CRM for which you want to create and manage documents on SharePoint Server. More information:Enable document management for entities.

    When you enable document management for an entity in Microsoft Dynamics CRM, a Documents link under the Common group in the left pane is added for the all entity records in the Microsoft Dynamics CRM web application. You can use the Documents link to create or manage SharePoint Server location records for the entity record.

  • Specify the target SharePoint server: Specify the URL of a site or site collection on the SharePoint Online, SharePoint Server 2010, or SharePoint Server 2013. This URL is used to automatically create folders and document libraries on SharePoint.

Microsoft Dynamics CRM List Component for Microsoft SharePoint Server 2010 and Microsoft SharePoint 2013 is a SharePoint Server solution package file (.wsp) that must be installed (uploaded and activated) on the site collection on the target Microsoft SharePoint 2010 or 2013 server to enable the following:

  • View documents that are stored on the SharePoint Server 2010 server in a Microsoft Dynamics CRM List view (look and feel of CRM).

  • Automatic creation of the document locations on the SharePoint Server server.

You can download and install the Microsoft Dynamics CRM 2013 List Component for SharePoint Server 2010 and SharePoint Server 2013. To install this component, you must have SharePoint Server site collection administrator privileges on the target SharePoint server.

There are two versions of the Microsoft Dynamics CRM List Component:

  • Microsoft Dynamics CRM List Component for Microsoft SharePoint Server 2010: This version only works with SharePoint 2010.

  • Microsoft Dynamics CRM List Component for Microsoft SharePoint Server 2013: This version only works with SharePoint 2013 and SharePoint Online.

Microsoft Dynamics CRM 2016 and CRM Online

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