Tag Archives: SharePoint

Programmatically create folders and upload files in SharePoint Server 2013 through Plug-in/Workflow

Introduction: Dynamics CRM has native integration with Sharepoint so that Sharepoint can be used as the document management tool for Microsoft Dynamics CRM. The Document management integration however is restricted to associating Dynamics CRM Records to Sharepoint folders and displaying them from within Dynamics CRM. All files need to be uploaded manually by the user… Read More »

Full-Text Search in SharePoint files from Dynamics CRM

Introduction Dynamics CRM provides native integration to SharePoint so that SharePoint can be used as the file storage platform and utilize the rich document management features of SharePoint. SharePoint Integration Once Document Management is enabled for an entity in CRM, you can see the following tab available in the Dynamics CRM entity forms. Through this tab… Read More »

Extending Sharepoint 2013 and integrating with CRM 2013 IFD

As we all know, for document management, we require SharePoint to be integrated with the CRM. Therefore, if the CRM is on IFD and if we want to integrate it with SharePoint (on-premise), then we need to extend it in order to make it accessible over the internet. Below are the steps that will help us to extend SharePoint and… Read More »