Prerequisites
- Office 365 Instance with CRM 2013 and SharePoint 2013 online E2 plan
- Download the Microsoft Dynamics CRM 2013 List Component for SharePoint 2013(CRM2013-SharePoint2013-ENU-amd64.exe) at :http://www.microsoft.com/en-ie/download/details.aspx?id=40345
Steps:
- Log into Office 365 and select Sites from the upper right menu bar
- Select Team Site and copy the Team Site URL and save it for later. The URL should look something like https://southwestern673.sharepoint.com.
- Select Site Settings
- Select Solutions
- Select Upload Solution
- Run the downloaded sharepoint component earlier. It will extract the contents to a folder for you. Then Select Choose File
- Select the file named crmlistcomponent.wsp from the folder where you extracted the list component files
- Select OK
- Select the Activate button and wait for the activation process to complete
- The process may take a few minutes to complete
- It will look like this when completed
- Next we need to configure the CRM Online site to integrate with SharePoint. Select CRM from the top navigation menu
- In CRM Navigate to Settings>Document Management > Document Management Settings
- Leave the Based on entity button unchecked and select Next
- Click ok
I think it is better to use Ideals virtual data room or something like this. As for me, the main advantage is that you don`t need any software installed. You just visit the site and do everything you need.
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