Home > Dynamics CRM > Microsoft Dynamics CRM 2011 Beta –Enable SharePoint 2010 Integration

Microsoft Dynamics CRM 2011 Beta –Enable SharePoint 2010 Integration

A New feature with Microsoft Dynamics CRM 2011 is the ability to Integrate with SharePoint 2010.  I write this article based on the beta release of Microsoft Dynamics CRM 2011.

When you install Microsoft Dynamics CRM 2011, SharePoint 2010 integration is enabled by default. To get it working, you must firstly do the following two initial tasks:

  1. Enable Document Management for Entities 
      Select the entities in Microsoft Dynamics CRM 2011 for which you want to create and manage documents on your SharePoint 2010 server. When you enable document management for an entity in Microsoft Dynamics CRM 2011, a Documents link under the Common group in the left menu pane is added for the all entity records in the Microsoft Dynamics CRM 2011 Web application. You can use the Documents link to create or manage SharePoint location records for the entity record.
  2. Specify the target SharePoint 2010 server 
      Specify the URL of the target SharePoint 2010 server where you want the documents to be stored for the entities for which you have enabled document management.
  3. You also need to be aware of the following:

The Microsoft Dynamics CRM 2011 List Component for SharePoint Server 2010 is a SharePoint solution package file (.wsp) that must be installed (uploaded and activated) on the SharePoint Site Collection on the target SharePoint 2010 server to enable the following:

    Note: This is a 64bit installation only.
    To install the Microsoft Dynamics CRM List Component for SharePoint Server 2010, you must have the SharePoint Site Collection Administrator privileges on the target SharePoint 2010 server.

If you were wondering about what SharePoint versions are supported (since I have only mentioned Sharepoint 2010 so far in this post) then I can inform you that SharePoint integration is supported for SharePoint Server 2010, SharePoint Server 2010 Online, and SharePoint Server 2007.

If you are using SharePoint Server 2007, the documents from the SharePoint Server are displayed in an IFRAME instead of a grid in Microsoft Dynamics CRM 2011, and folders cannot be automatically created on the SharePoint server.

Hope that gets you started and informed!

Greg Olsen
Yellow Duck Guy

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Categories: Dynamics CRM
  1. pablop
    March 26, 2011 at 4:15 am
    • April 3, 2011 at 11:16 pm

      Thanks. I have also corrected the broken link – thanks for the feedback. Greg.

  2. May 25, 2011 at 1:44 am

    Just blogged the whole process … CRM 2011 and SharePoint 2010 Integration http://wellytonian.com/2011/05/sharepoint-2010-and-crm-2011-integration/

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