Monday, November 14, 2011

Integration of SharePoint Online with Dynamics CRM is Here

Several new and enhanced features are being introduced to SharePoint Online service by the SharePoint team in order to provide its customers with more useful functionalities. These features of SharePoint online service are expected to be rolled out to all the data centers by end of November.

One of the most notable features in this release is the integration of SharePoint online with Dynamics CRM application. With introduction of this feature, creating, editing and managing documents with Microsoft Dynamics CRM has just been made easy. SharePoint Online document management facility is accessible from the Dynamics CRM application that enables quick creation of document libraries as and when needed by the Dynamics CRM users.

The document management capabilities can be added to all the entities including the following (the below list is not exhaustive) within the Dynamics CRM application:
  • Accounts
  • Opportunities
  • Cases
  • Custom entities
However, before one can take full advantage of this functionality, the below steps need to be taken:
  1. Login to the SharePoint server as SharePoint site collection administrator.
  2. Install Microsoft Dynamics CRM 2011 List Component. Click on the below links for the detailed steps and more information. 
  3. Open an account as the Microsoft Dynamics CRM user.
  4. On the left hand side panel, click on Documents.
  5. A document library is automatically created in SharePoint Online, if there is none. Click Ok on the dialog box displayed.
  6. Once the SharePoint Online document library is created, it is directly rendered with Dynamics CRM.
  7. User can then start uploading of contents to the SharePoint online library from within the Dynamics CRM application.
While configuring data management system in Microsoft Dynamics Online, the user can select the entities that need to have document management capabilities. The user can also specify either Account - B2B or Contact – B2C mode of organizing document libraries in SharePoint Online.

Learn more about configuring data management in Microsoft Dynamics CRM Online 

Thus, with the aid of Microsoft Dynamics CRM 2011 List Component for SharePoint, all your documents that are stored on SharePoint can now be accessed from Dynamics CRM in a format that is consistent with Dynamics CRM display properties. Dynamic creation of document libraries or folders is possible from the Dynamics CRM application as well.

Cygnet Infotech is a specialist services provider on Dynamics CRM and SharePoint Implementations. Read more about our Dynamics CRM services and SharePoint services

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