Category Archives: SharePoint

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 »

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 »

How to integrate SharePoint online with CRM Online – Part 1 -> Creation of CRM Online and SharePoint online common user account

This is a two part blog post illustrating the functionality of integrating SharePoint online with CRM online. The first part of the blog focuses on creating CRM and SharePoint online accounts having common Office 365 user account. Then the second part of the blog talks about integrating the two systems and uploading files from CRM… Read More »