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:

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

Click on Site Contents:

Click on SETTINGS:

 

Click on Solutions under the Web Designer Galleries section:

 

Click on Upload Solution:

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

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

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:

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

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

 

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

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

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

 

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)

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

 

 

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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