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Set up SharePoint integration with Microsoft Dynamics CRM


Applies To: CRM 2016 on-prem, CRM Online

With Microsoft Dynamics CRM, you can use the document management capabilities of Microsoft SharePoint from within Dynamics CRM. You can store and manage documents in the context of a Dynamics CRM record on a SharePoint Server, and leverage the SharePoint infrastructure to share, manage, and collaborate efficiently. Because the documents are stored on a SharePoint Server, non-Microsoft Dynamics CRM users can directly access the documents on the SharePoint Server, provided they have the appropriate permissions.

For document management functionality, you either enable server-based SharePoint integration (recommended) or install the Microsoft Dynamics CRM List Component, a SharePoint solution, on a site collection in SharePoint. Server-based SharePoint integration is recommended instead of the Microsoft Dynamics CRM List Component for the following reasons.

  • Users sign-in once and do not have to sign-in to both Microsoft Dynamics CRM and SharePoint. With the list component, users must sign in to both.

  • The list component is a SharePoint sandboxed solution. Sandboxed solutions are being deprecated and will no longer be available for both Microsoft SharePoint Online and later versions of SharePoint on-premises. More information:Sandboxed solutions overview

  • No additional software is required to install on SharePoint.

  • SharePoint documents will display in Microsoft Dynamics CRM lists.

  • Users can perform SharePoint actions from the CRM command bar.

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