Thursday, 27 March 2014

CRM Online 2013 and SharePoint 2013 Document Management integration setup

The following is a guide on how to Configure CRM Online Document Management using SharePoint.
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:
  1. Log into Office 365 and select Sites from the upper right menu bar
  2. Select Team Site and copy the Team Site URL and save it for later.  The URL should look something like https://southwestern673.sharepoint.com.
  3. Select Site Settings
  4. Select Solutions
  5. Select Upload Solutionimage
  6. Run the downloaded sharepoint component earlier. It will extract the contents to a folder for you. Then Select Choose Fileimage
  7. Select the file named crmlistcomponent.wsp from the folder where you extracted the list component filesimage
  8. Select OK
  9. Select the Activate button and wait for the activation process to completeimage
  10. The process may take a few minutes to completeimage
  11. It will look like this when completedimage
  12. Next we need to configure the CRM Online site to integrate with SharePoint. Select CRM from the top navigation menu
  13. In CRM Navigate to Settings>Document Management > Document Management Settings
  14. Select the entities you would like to enable for Document Management, paste the SharePoint Team Site URL that you saved from the previous step into the URL field and select Next
  15. Leave the Based on entity button unchecked and select Nextimage
  16. Click ok image
  17. Wait for the setup to complete and select Finish
  18. Document management is now set up and you can add documents to any entity configured for document management.


One Improvement of note for CRM 2013 the documents are now mapped by the entity id rather than the name field 

2 comments:

  1. 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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