- Windows 7
Microsoft CRM and Sharepoint Document Management
Microsoft Office SharePoint Server is an industry leading collaboration and content management application that simplifies how people store, find, and share information across boundaries. It helps people to collaborate effectively by having easy and secure access to documents and information that are required to make important business decisions.
Microsoft Dynamics CRM and Microsoft Dynamics CRM Online now supports integration with SharePoint that enables you to use the document management capabilities of SharePoint from within Microsoft Dynamics CRM. It enables you to store and manage documents in context of a Microsoft Dynamics CRM record on a SharePoint server, and leverage the SharePoint infrastructure to share, manage, and collaborate efficiently. Because the documents are stored on a SharePoint server, non-Microsoft Dynamics CRM users can directly access the documents on the SharePoint server, provided they have appropriate privileges on the SharePoint server to do so.
SharePoint integration with Microsoft Dynamics CRM enables you to:
- Create, upload, view, and delete documents on a SharePoint server from within Microsoft Dynamics CRM.
- Use the SharePoint document management abilities within Microsoft Dynamics CRM such as check-in and check-out of the document, viewing version history, and changing the properties of the document.
Microsoft Dynamics CRM provides you with the following two entities to store and manage the SharePoint location records: SharePointSite and SharePointDocumentLocation.
Supported Sharepoint Versions, 2007/2010
SharePoint integration is supported for SharePoint Server 2010, SharePoint Server 2010 Online, and SharePoint Server 2007 and Sharepoint Server 2007 online.
However, for a rich experience of working with the documents stored in SharePoint from within Microsoft Dynamics CRM and for automatic creation of location records on the SharePoint server, you must use SharePoint Server 2010 or SharePoint Server 2010 online, and the Microsoft Dynamics CRM List Component for SharePoint Server 2010 must be installed on the target SharePoint server. For more information about the component, see the following section.
If you are using SharePoint Server 2007, the documents from the SharePoint Server are displayed in an IFRAME instead of grid in Microsoft Dynamics CRM, and folders cannot be automatically created on the SharePoint server.
SharePoint Integration is Enabled by Default
When you install Microsoft Dynamics CRM, SharePoint integration is enabled by default. However, you must do the following two things to get it working:
- Enable Document Management for Entities: Select the entities in Microsoft Dynamics CRM for which you want to create and manage documents on a SharePoint server.
- When you enable document management for an entity in Microsoft Dynamics CRM, a Documents link under the Common group in the left pane is added for the all entity records in the Microsoft Dynamics CRM Web application. You can use the Documents link to create or manage SharePoint location records for the entity record.
- Specify the target SharePoint server: Specify the URL of the target SharePoint server where you want the documents to be stored for the entities for which you have enabled document management.
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