SharePoint Document Management software requirements for Microsoft Dynamics CRM

Applies To: Dynamics CRM 2015

If you want to use Microsoft SharePoint document management functionality with Microsoft Dynamics CRM Online or Microsoft Dynamics CRM (on-premises), you must meet the following requirements.

In This Topic

Use document management in Microsoft Dynamics CRM Online

Use document management in Microsoft Dynamics CRM on-premises

Use document management in Microsoft Dynamics CRM Online

If you are using server-based integration with SharePoint, you can use Microsoft SharePoint Online or Microsoft SharePoint 2013 SP1 on-premises (or a later version).

If you are using the Microsoft Dynamics CRM 2015 List Component for Microsoft SharePoint, one of the following versions of Microsoft SharePoint must be available.

• Microsoft SharePoint 2013 or Microsoft SharePoint 2013 SP1

• Microsoft SharePoint 2010 SP1 or Microsoft SharePoint 2010 SP2

• Microsoft SharePoint Online

A SharePoint site collection. You also have to have at least one site collection configured and available for Microsoft Dynamics CRM.

Either Server-based SharePoint integration (recommended) or Microsoft Dynamics CRM List Component enabled.

Notice that the list component, which is a SharePoint solution, is not required if you use server-based SharePoint integration. Although the Microsoft Dynamics CRM List Component is the default document management configuration option, we recommend that you enable server-based SharePoint integration. More information:  Server-based SharePoint integration

The user who accesses SharePoint from CRM must have appropriate permissions on the SharePoint site collection where the document management components are installed. For more information about how to grant membership on a site collection, see the SharePoint Help.

Server-based SharePoint integration

Earlier versions of CRM document management use a client-to-server strategy to authenticate and transmit data from Microsoft Dynamics CRM to SharePoint. Server-based (using server-to-server authentication) SharePoint integration provides the following benefits:

• User interface that is consistent with the newly updated Microsoft Dynamics CRM user interface.

• To configure and use document management, you do not need to be signed in to both Microsoft Dynamics CRM and SharePoint.

• You no longer need to install or continue to use the Microsoft Dynamics CRM List Component solution. Notice that client-to-server authentication strategies that require SharePoint Online server sandboxing may become deprecated soon. This functionality is required by the Microsoft Dynamics CRM List Component.

** SharePoint authentication method support**

For information about how to enable server-based SharePoint integration, see Set up SharePoint integration with Microsoft Dynamics CRM.

For more information about the Microsoft Dynamics CRM List Component, see Microsoft Dynamics CRM List Component for Microsoft SharePoint.

Use document management in Microsoft Dynamics CRM on-premises

One of the following versions of Microsoft SharePoint must be available.

• Microsoft SharePoint 2013 or Microsoft SharePoint 2013 SP1

• Microsoft SharePoint 2010 SP1 or SP2

• Microsoft SharePoint Online

A SharePoint site collection. You also have to have at least one site collection configured and available for Microsoft Dynamics CRM.

Microsoft Dynamics CRM list component. For Microsoft Dynamics CRM documents that are stored on SharePoint to appear in a list view in Microsoft Dynamics CRM and to have automatic folder creation in SharePoint, the Microsoft Dynamics CRM list component, a ShareSharePoint solution, must be installed to the SharePoint site collection. More information:  Microsoft Dynamics CRM List Component for Microsoft SharePoint

The user who accesses SharePoint from CRM must have appropriate permissions on the SharePoint site collection where the document management components are installed. For more information about how to grant membership on a site collection, see the SharePoint Help.

Microsoft Dynamics CRM List Component for Microsoft SharePoint

The Microsoft Dynamics CRM List Component makes Microsoft Dynamics CRM documents that are stored on SharePoint available to you in a format that has the look and feel of Microsoft Dynamics CRM. This feature also enables Microsoft Dynamics CRM to automatically create folders that will be used to store documents related to CRM records on SharePoint.

The Microsoft Dynamics CRM List Component has the following benefits:

• Users can create and view folders when using document management within Microsoft Dynamics CRM.

• Users can create custom content types such as a Sales Contract content type.

When you use the Microsoft Dynamics CRM Online document management server-based SharePoint integration feature with SharePoint Online, the Microsoft Dynamics CRM List Component is not required for document management functionality.

However, for all other Microsoft Dynamics CRM and SharePoint configurations, for full document management functionality in Microsoft SharePoint 2010 or Microsoft SharePoint 2013, you must install the Microsoft Dynamics CRM List Component.

See Also

Download: Microsoft Dynamics CRM 2015 List Component for Microsoft SharePoint Server 2013 or Microsoft SharePoint Server 2010
Manage your documents using SharePoint
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