How to Integrate Dynamics CRM and Share Point Online

Will demonstrate integration between CRM and Share Point in Online 30 days Trial Version.

Please follow the below steps,

Step 1: If you have existing CRM Trial 2013 or 2015 Online, then open Office 365 Login and provide your credentials.

If not, create 30 days CRM Trial version. Click Here to create.

Step 2: Now will extend CRM Trial with Office 365 Enterprise E3 Trial, for Sharepoint with same Office account.

Click on PURCHASE SERVICES

59.2.Purchase Services

Step 3: You can see List of Enterprise plans, check for Office 365 Enterprise E3 and click on Trial.

Click on Learn more to see the benefits that offered with Office 365 Enterprise E3.

59.3.List of Licenses

 

Step 4: Click on try now for 30 day subscription.

59.4 Confirm your order

Step 5: Once Subscription is placed successfully, you can see the below order receipt. Click on continue.

 59.5.Order Receipt

Step 6: Will take some time to reflect all the benefits offered with Office 365 E3 Subscription.

Once it is activated, you can see the below in Office 365 Login.

Click on SharePoint.

59.6.Office365_SharePoint_Link

Step 7: You can see SharePoint admin center page, with list of URLs. Copy the first link as highlighted in the below screen.

Ex: https://provideyourorgname.sharepoint.com

59.7.SharePoint Admin Center

Step 8: We are done with SharePoint. Goto Office 365 admin center and click on CRM under Admin Tab.

59.8.CRM_Admin Center
Step 9: Click on OPEN.

59.9.CRM Online Administration Center

Step 10: Goto Microsoft Dynamics CRM –> Settings –> Document Management.

59.10.CRM_DoumentManagement

Step 11: Click on Enable Server-Based SharePoint Integration.

59.11.Enable Server-Based SharePoint Integration

Step 12: Click on Next

59.12.Enable Server-Based SharePoint Integration

Step 13: Select Online and Click on Next.

59.13.Enable Server-Based SharePoint Integration_Define Deployment

Step 14:  Provide SharePoint URL and Click Next.

59.14.Enable Server-Based SharePoint Integration_Prepare Sites

Step 15: Once the SharePoint URL is valid. You can see the Validation Status as Complete. Click on Enable.

59.15.Enable Server-Based SharePoint Integration_Validate Sites

Step 16: We have Succesfully Completed Server-Based SharePoint Integration.

Select Open Document Mangement Settings Wizard, and click on Finish.

59.16.Document Mangement Settings Wizard

Step 17: Select the required Entities that you want to store Documents, and provide SharePoint URL. Click Next.

59.17.Document Mangement Settings

Step 18: If the site URL is valid then you can see the below status. Select Based on entity to create folder structure based on each entity in SharePoint.

Click on Next.

59.18.Document Mangement Settings_Based On Entity

Step 19: Click on OK to create Document Libraries in SharePoint.

59.19.Document Mangement Creation

Step 20: Document Libraries created in SharePoint. Click on Finish to complete Integration process between SharePoint and CRM Online.

59.20.Document Mangement Settings

Step 21: Goto Account entity and open any existing account record to test SharePoint connectivity.

Goto Associated Entity Documents.

59.21.CRM Document Associated View in Account

Step 22: One you click on Documents, you can see the below message for the first time, stating that it will create a folder under Account à ArunPotti (account record) in SharePoint.

Click to Confirm.

59.22.Create Folder in Share Point

Step 23: Once Folder created successfully in SharePoint, you can see the below SharePoint Documents Grid.

Click on UPLOAD to upload any document.

59.23.1.Account - Share Point Document Associated View

Click on OPEN SHAREPOINT, to see the documents associated to Account (Arun Potti account record) in SharePoint.

Uploaded a Sample Record that we can see here.

59.23.2.Documents in Share Point

Step 24: Click on Site Contents to see the folders structure for each and every entity.

59.24.Share Point Site Contents

Hope you have successfully Integrated Microsoft Dynamics CRM and SharePoint online.

Thank you for reading this article :):):)

Please provide your valuable comments.

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