How to Setup Document Management with SharePoint Online and Microsoft CRM Online (2013)


 

Microsoft Dynamics CRM Online supports integration out of the box with SharePoint Online (part of Office 365) that enables you to use the document management capabilities of SharePoint Online from within Microsoft Dynamics CRM.  It enables you to store and manage documents in the context of a Microsoft Dynamics CRM record and leverage the SharePoint Online infrastructure to share, manage, and collaborate efficiently.  Because the actual documents are stored on SharePoint Online, non-Microsoft Dynamics CRM Online users can directly access the documents on the SharePoint Online, provided they have the appropriate privileges on SharePoint Online.

Here is how to setup the Document Management with SharePoint Online and Microsoft CRM Online.  Provision an Office 365 plan that includes SharePoint Online and CRM Online (such as the Enterprise E3 plan which offers a Free trial).

Next use this link to download the Microsoft Dynamics CRM 2013 List Component for Microsoft SharePoint Server 2013.

Login to your Office 365 Admin portal and click on Sites:

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Click on Team Site (or the SharePoint Site you used to setup the CRM Document Management):

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Click on Site Contents:

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Click on SETTINGS:

 

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Click on Solutions under the Web Designer Galleries section:

 

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Click on Upload Solution:

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Select the crmlistcomponent.wsp file from the Microsoft Dynamics CRM 2013 List Component for Microsoft SharePoint Server 2013 download and click OK:

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After the upload, check that that status is Activated.  If not, click Activate.

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That is all for the SharePoint Online side of the setup.  Now let’s go to CRM Online.

Open Microsoft CRM Online Web Client and navigate to SETTINGS >> DOCUMENT MANAGEMENT:

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Click on Document Management Settings and enter in your SharePoint Online URL.  Click Next:

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You will receive the following message if the SharePoint Online URL is valid:

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That is all for the CRM Online side of the setup. We are ready to use the CRM Document Management feature now.  You can check it out by going to any CRM Account record and then click on DOCUMENTS

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Look at all the Document Management Actions – Check Out, Download a Copy, Version History, etc.image

CRM Users can select the document and click on Open SharePoint to open the specific SharePoint location where the document is stored at:

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Note: To find the SharePoint Online URL – Office 365 Admin Portal >> Sites >> click on Manage and then click on the Team Site (or the SharePoint Site you used to setup the CRM Document Management)image

The popup window will show the SharePoint URL (Link Location):

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Contact me if you need some Microsoft CRM help.

 

Frank Lee, Dynamics CRM MVP
Workopia – Keeping up with the Cloud Innovations!

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About Microsoft Dynamics CRM Online

Microsoft Dynamics CRM and CRM Online specialist. Microsoft CRM MVP since 2006
This entry was posted in CRM 2013, CRM Online, Document Management, Microsoft CRM, Microsoft Dynamics CRM, SharePoint List Component and tagged , , , , , . Bookmark the permalink.

6 Responses to How to Setup Document Management with SharePoint Online and Microsoft CRM Online (2013)

  1. Hi, please also note, that the language of the list component is verry important to match your sharepoint site language. It will install and enable other languages, but won’t validate the url from crm.

    This is mostly important in an multilanguage situation.

    Kind regards,

  2. Pingback: Hosk’s Top CRM 2013 articles of the week 2nd May 2014 - Hosk's Dynamic CRM 2011 Blog - Microsoft Dynamics CRM - Microsoft Dynamics Community

  3. carlosafc says:

    Hi, I’m using CRM 2013 ONLINE and sharepoint online and i’m trying to create 6 subfolders automatically for each record, after the record folder is created..

    Can you help me?

  4. Pingback: Hosk’s Top CRM 2013 articles of the week 2nd May 2014 | Dot Net RSS

  5. Very helpful article. Thank you!

  6. Arun Potti says:

    Unable to see Web Designer Galleries Tab in Share point 2015 Online Trial version to upload CRM list component. Any permissions missing ? Please help.

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