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CRM – SharePoint Integration

December 15, 2011 Leave a comment

Here is the process of CRM – SharePoint integration.

1. SharePoint Administrator will create the SharePoint site and apply the Solutions utility to start the CRM Integration
2. CRM List Component Add-On will be applied on the SharePoint site by CRM Administrator
3. CRM System Administrator navigates to SettingsDocument ManagementSharePoint Sites
         a. Create a new SharePoint Site record by associating the SharePoint URL in which we installed List Component
         b. Setup the Document Management Settings to all the entities to which we need documents integration
4. That’s the basic settings required for CRM-SharePoint integration
5. Employees should be able to access the documents related to Accounts, for that we need to assign Privileges on SharePoint Site and Document Location entities in Security Roles of CRM

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