Category Archives: Integrations

Server-based SharePoint integration for Microsoft Dynamics CRM

Introduction: With the Spring Release of CRM 2013, we now also have Server-side sync available for Dynamics CRM and Microsoft Sharepoint Online. Yes it did support Sharepoint integration in the earlier release too but as the name suggests Server-side synchronization will now handle automatic authentication between CRM and Sharepoint. The credentials that you used to… Read More »

How to integrate SharePoint online with CRM Online – Part 2 -> Integration of CRM and SharePoint online

This is the second part of the blog post following this post. This post focuses on configuring the SharePoint site within CRM online 2011, integrating the both, uploading documents from with CRM to the SharePoint respective folder. Following are the steps for the same: 1. To Configure SharePoint, first you need to download List Component… Read More »