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SharePoint Document Management software requirements for Microsoft Dynamics CRM

 

Applies To: CRM 2016 on-prem, CRM Online

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 requirements listed in this topic.

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 2016 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 SP2

  • Microsoft SharePoint Online

A SharePoint site collection. You also need 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 must be enabled.

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 you enable server-based SharePoint integration. More information:  Server-based SharePoint integration

System_CAPS_importantImportant

The document management feature requires that Microsoft Dynamics CRM Online and SharePoint Online subscriptions be under the same tenant.

SharePoint Foundation versions aren’t compatible with Microsoft Dynamics CRM document management.

Users who access 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.

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 2016 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 SP2

  • Microsoft SharePoint Online

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

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

The Microsoft Dynamics CRM List Component is a SharePoint solution. you must download and install. More information: Microsoft Dynamics CRM List Component for Microsoft SharePoint

System_CAPS_importantImportant

SharePoint Foundation versions aren’t supported for use with Microsoft Dynamics CRM document management.

Users who access 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.

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. Note that client-to-server authentication strategies that require SharePoint Online server sandboxing may be deprecated soon. This functionality is required by the Microsoft Dynamics CRM List Component.

 SharePoint authentication method support

SharePoint version

List component support

Server-based SharePoint integration support

 Microsoft SharePoint 2013 or Microsoft SharePoint 2013 SP1

Yes

Yes with Microsoft SharePoint 2013 SP1 when used with Microsoft Dynamics CRM Online or Microsoft Dynamics CRM 2016 (on-premises)

Microsoft SharePoint 2010 SP1 or SP2

Yes

No

Microsoft SharePoint Online

Yes

Yes

System_CAPS_noteNote

You can create and view folders when using the Microsoft Dynamics CRM List Component. This is not available in server-based SharePoint integration.

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.

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 lets Microsoft Dynamics CRM 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.

System_CAPS_importantImportant
  • Notice that the Microsoft Dynamics CRM List Component isn’t required when you use server-based integration with SharePoint. More information: Server-based SharePoint integration

  • Cient-to-server authentication strategies that require SharePoint server sandboxing, like those used with the Microsoft Dynamics CRM List Component, may be deprecated soon.

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

    • Microsoft Dynamics CRM 2016 List Component for Microsoft SharePoint Server 2010. This version doesn’t work with SharePoint 2013.

    • Microsoft Dynamics CRM 2016 List Component for Microsoft SharePoint Server 2013. This version doesn’t work with SharePoint 2010.

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